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Invesco Dorsey Wright Consumer Staples Momentum ETF

48 hedge funds and large institutions have $35.6M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 4748 (+1)

2% more capital invested

Capital invested by funds: $35.1M → $35.6M (+$553K)

0.53% more ownership

Funds ownership: 25.54%26.08% (+0.53%)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$6.09M +$323K +3,414 +6%
Morgan Stanley
2
Morgan Stanley
New York
$3.71M +$1.09M +11,549 +41%
LNC
3
Lincoln National Corp
Pennsylvania
$2.97M +$27.7K +293 +0.9%
LPL Financial
4
LPL Financial
California
$2.74M -$2.24M -23,716 -45%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.44M +$1.46M +15,416 New
Ameriprise
6
Ameriprise
Minnesota
$1.29M +$26.3K +278 +2%
Wells Fargo
7
Wells Fargo
California
$1.27M -$90.3K -956 -7%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.08M -$51.6K -546 -5%
Citigroup
9
Citigroup
New York
$1.03M +$40.9K +433 +4%
PAG
10
Private Advisor Group
New Jersey
$855K -$79.9K -845 -8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$854K +$535K +5,659 +163%
CA
12
Calton & Associates
Florida
$823K +$3.4K +36 +0.4%
MCM
13
Murphy Capital Management
New Jersey
$814K
WCM
14
WealthBridge Capital Management
Ohio
$811K -$3.78K -40 -0.5%
GWM
15
Geneos Wealth Management
Colorado
$802K -$591K -6,253 -42%
Stifel Financial
16
Stifel Financial
Missouri
$766K +$10.7K +113 +1%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$653K +$69.6K +736 +12%
BRWM
18
B. Riley Wealth Management
Tennessee
$581K -$25.4K -269 -4%
UBS Group
19
UBS Group
Switzerland
$576K +$93.9K +994 +19%
SAM
20
SignalPoint Asset Management
Missouri
$544K
EH
21
Equitable Holdings
New York
$416K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$385K -$73.6K -779 -16%
KM
23
Kalos Management
Georgia
$351K +$18.1K +191 +5%
RJA
24
Raymond James & Associates
Florida
$342K -$2.08K -22 -0.6%
Goldman Sachs
25
Goldman Sachs
New York
$340K -$374K -3,962 -52%