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Invesco Dorsey Wright Consumer Staples Momentum ETF

46 hedge funds and large institutions have $43.5M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 4846 (-2)

4.38% less ownership

Funds ownership: 44.93%40.54% (-4.4%)

14% less capital invested

Capital invested by funds: $50.6M → $43.5M (-$7.11M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

64% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 22

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$7.34M -$1.42M -22,740 -17%
Morgan Stanley
2
Morgan Stanley
New York
$3.79M -$1.93M -30,872 -35%
Bank of America
3
Bank of America
North Carolina
$3.74M -$2.67M -42,802 -43%
Goldman Sachs
4
Goldman Sachs
New York
$3.09M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.08M +$530K +8,487 +22%
TRCT
6
Tower Research Capital (TRC)
New York
$2.54M +$1.09M +17,436 +81%
Citadel Advisors
7
Citadel Advisors
Florida
$2.42M +$1.97M +31,601 +564%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.09M -$770K -12,331 -28%
LNC
9
Lincoln National Corp
Pennsylvania
$1.89M -$578K -9,260 -24%
LPL Financial
10
LPL Financial
California
$1.67M -$171K -2,745 -10%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.16M -$164K -2,623 -13%
Wells Fargo
12
Wells Fargo
California
$1.12M -$50K -801 -4%
PAG
13
Private Advisor Group
New Jersey
$842K -$52.8K -846 -6%
Osaic Holdings
14
Osaic Holdings
Arizona
$820K -$2.54M -40,742 -76%
Citigroup
15
Citigroup
New York
$721K -$97.8K -1,567 -12%
UBS Group
16
UBS Group
Switzerland
$654K -$1.17M -18,728 -65%
GWM
17
Geneos Wealth Management
Colorado
$634K -$28K -449 -4%
WCM
18
WealthBridge Capital Management
Ohio
$589K -$9.36K -150 -2%
MCM
19
Murphy Capital Management
New Jersey
$585K
Stifel Financial
20
Stifel Financial
Missouri
$440K +$61.8K +990 +17%
PSF
21
Pacific Sun Financial
California
$391K +$37.3K +598 +11%
SAM
22
SignalPoint Asset Management
Missouri
$379K
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$371K +$33.5K +536 +10%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$365K -$467K -7,486 -57%
BRWM
25
B. Riley Wealth Management
Tennessee
$340K +$326K +5,228 New