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Invesco Dorsey Wright Consumer Staples Momentum ETF

48 hedge funds and large institutions have $50.6M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

2.67% less ownership

Funds ownership: 47.6%44.93% (-2.7%)

11% less funds holding

Funds holding: 5448 (-6)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

38% less capital invested

Capital invested by funds: $81.1M → $50.6M (-$30.5M)

Holders
48
Holders Change
-6
Holders Change %
-11.11%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$7.63M -$5.98M -87,175 -39%
Bank of America
2
Bank of America
North Carolina
$5.65M +$2.78M +40,535 +68%
Morgan Stanley
3
Morgan Stanley
New York
$5.01M -$4.65M -67,851 -43%
CA
4
Cetera Advisors
Colorado
$4.26M +$138K +2,019 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.01M +$3.66M +53,349 New
Goldman Sachs
6
Goldman Sachs
New York
$2.68M
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.51M +$3.05M +44,499 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.19M +$2.08M +30,372 +359%
LNC
9
Lincoln National Corp
Pennsylvania
$2.16M +$2.63M +38,338 New
UBS Group
10
UBS Group
Switzerland
$1.62M +$548K +7,992 +38%
LPL Financial
11
LPL Financial
California
$1.6M -$254K -3,696 -12%
TRCT
12
Tower Research Capital (TRC)
New York
$1.22M +$1.45M +21,147 +4,415%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.15M +$42.4K +618 +3%
Wells Fargo
14
Wells Fargo
California
$1.01M -$394K -5,742 -24%
PAG
15
Private Advisor Group
New Jersey
$777K -$18.5K -270 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$737K -$9.93M -144,783 -92%
Citigroup
17
Citigroup
New York
$714K -$111K -1,623 -11%
GWM
18
Geneos Wealth Management
Colorado
$579K
WCM
19
WealthBridge Capital Management
Ohio
$518K +$157K +2,291 +33%
MCM
20
Murphy Capital Management
New Jersey
$506K -$15.1K -220 -2%
BAM
21
Belpointe Asset Management
Nevada
$401K +$489K +7,125 New
AWM
22
AE Wealth Management
Kansas
$334K
SAM
23
SignalPoint Asset Management
Missouri
$328K +$19.1K +279 +5%
Stifel Financial
24
Stifel Financial
Missouri
$327K -$103K -1,496 -21%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$317K -$61.6K -898 -14%