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Invesco Dorsey Wright Consumer Staples Momentum ETF

54 hedge funds and large institutions have $81.1M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

17% more funds holding

Funds holding: 4654 (+8)

6% more capital invested

Capital invested by funds: $76.9M → $81.1M (+$4.24M)

0.21% more ownership

Funds ownership: 47.38%47.6% (+0.21%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
16
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$16.5M +$520K +7,242 +3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.7M +$2.08M +28,984 +22%
Morgan Stanley
3
Morgan Stanley
New York
$11.6M +$1.33M +18,507 +13%
AG
4
Advisor Group
Arizona
$7.8M +$478K +6,662 +7%
CA
5
Cetera Advisors
Colorado
$5.47M +$5.29M +73,745 New
Bank of America
6
Bank of America
North Carolina
$4.43M -$179K -2,490 -4%
Goldman Sachs
7
Goldman Sachs
New York
$3.53M
LPL Financial
8
LPL Financial
California
$2.38M -$1.75M -24,344 -43%
Wells Fargo
9
Wells Fargo
California
$1.76M -$251K -3,498 -13%
UBS Group
10
UBS Group
Switzerland
$1.54M +$40.3K +561 +3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.47M -$75.9K -1,057 -5%
Citigroup
12
Citigroup
New York
$1.06M +$1.15K +16 +0.1%
PAG
13
Private Advisor Group
New Jersey
$1.04M +$431 +6 +0%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$811K -$27.9K -389 -3%
GWM
15
Geneos Wealth Management
Colorado
$779K -$57.4K -800 -7%
MCM
16
Murphy Capital Management
New Jersey
$683K -$3.59K -50 -0.5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$627K -$20.2K -281 -3%
Stifel Financial
18
Stifel Financial
Missouri
$544K -$473K -6,584 -47%
WCM
19
WealthBridge Capital Management
Ohio
$513K
RJFSA
20
Raymond James Financial Services Advisors
Florida
$483K +$26.9K +375 +6%
RJA
21
Raymond James & Associates
Florida
$448K -$43.2K -601 -9%
AWM
22
AE Wealth Management
Kansas
$440K -$64.5K -898 -13%
SAM
23
SignalPoint Asset Management
Missouri
$411K -$15.8K -220 -4%
KWM
24
Kingsview Wealth Management
Oregon
$393K
WWM
25
Western Wealth Management
Colorado
$362K -$21.5K -300 -6%