We are live on ! Find out more
PSL icon

Invesco Dorsey Wright Consumer Staples Momentum ETF

45 hedge funds and large institutions have $43.9M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $43.5M → $43.9M (+$425K)

0.74% more ownership

Funds ownership: 40.54%41.29% (+0.74%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 4645 (-1)

42% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 19

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$7.32M -$1.21M -16,362 -15%
Bank of America
2
Bank of America
North Carolina
$4.37M +$3.71K +50 +0.1%
Goldman Sachs
3
Goldman Sachs
New York
$3.61M
Morgan Stanley
4
Morgan Stanley
New York
$3.18M -$1.21M -16,313 -28%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.42M -$1.14M -15,389 -33%
LNC
6
Lincoln National Corp
Pennsylvania
$2.3M +$93.1K +1,256 +4%
AWM
7
AE Wealth Management
Kansas
$2.21M +$2.16M +29,100 New
SS
8
Simplicity Solutions
Minnesota
$1.99M +$1.95M +26,247 New
LPL Financial
9
LPL Financial
California
$1.66M -$281K -3,789 -15%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.2M -$150K -2,023 -11%
Wells Fargo
11
Wells Fargo
California
$1.2M -$107K -1,447 -8%
UBS Group
12
UBS Group
Switzerland
$1.18M +$403K +5,435 +54%
Citadel Advisors
13
Citadel Advisors
Florida
$997K -$1.79M -24,174 -65%
Osaic Holdings
14
Osaic Holdings
Arizona
$970K +$11.1K +150 +1%
PAG
15
Private Advisor Group
New Jersey
$927K -$54.7K -738 -6%
Citigroup
16
Citigroup
New York
$798K -$49K -661 -6%
GWM
17
Geneos Wealth Management
Colorado
$750K -$11.1K -150 -1%
WCM
18
WealthBridge Capital Management
Ohio
$688K
MCM
19
Murphy Capital Management
New Jersey
$681K -$1.85K -25 -0.3%
BRWM
20
B. Riley Wealth Management
Tennessee
$583K +$181K +2,448 +47%
Stifel Financial
21
Stifel Financial
Missouri
$542K +$26.5K +357 +5%
PSF
22
Pacific Sun Financial
California
$467K +$10.4K +140 +2%
SAM
23
SignalPoint Asset Management
Missouri
$432K -$10.7K -144 -2%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$405K -$27K -364 -6%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$377K +$16.2K +218 +5%