We are live on ! Find out more
PSL icon

Invesco Dorsey Wright Consumer Staples Momentum ETF

49 hedge funds and large institutions have $34.9M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

2% more funds holding

Funds holding: 4849 (+1)

1.57% more ownership

Funds ownership: 26.08%27.65% (+1.6%)

2% less capital invested

Capital invested by funds: $35.6M → $34.9M (-$759K)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
17
Closed
3
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
$6.02M +$197K +2,154 +3%
LNC
2
Lincoln National Corp
Pennsylvania
$3M +$163K +1,776 +6%
Morgan Stanley
3
Morgan Stanley
New York
$2.68M -$890K -9,724 -25%
LPL Financial
4
LPL Financial
California
$2.46M -$154K -1,684 -6%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.34M -$42.5K -464 -3%
Wells Fargo
6
Wells Fargo
California
$1.15M -$64.5K -704 -5%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.09M +$57.5K +628 +5%
Ameriprise
8
Ameriprise
Minnesota
$990K -$252K -2,748 -20%
CA
9
Calton & Associates
Florida
$896K +$112K +1,227 +14%
TRCT
10
Tower Research Capital (TRC)
New York
$859K +$603K +6,581 +218%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$802K -$14.3K -156 -2%
PAG
12
Private Advisor Group
New Jersey
$785K -$32.9K -359 -4%
GWM
13
Geneos Wealth Management
Colorado
$773K +$92 +1 +0%
MCM
14
Murphy Capital Management
New Jersey
$770K -$8.24K -90 -1%
WCM
15
WealthBridge Capital Management
Ohio
$770K -$4.58K -50 -0.6%
Citadel Advisors
16
Citadel Advisors
Florida
$749K +$501K +5,467 +186%
Stifel Financial
17
Stifel Financial
Missouri
$725K -$7.69K -84 -1%
FTUS
18
Flow Traders U.S.
New York
$672K +$688K +7,515 New
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$645K +$21K +229 +3%
BRWM
20
B. Riley Wealth Management
Tennessee
$623K +$69.1K +755 +12%
UBS Group
21
UBS Group
Switzerland
$597K +$47.9K +523 +9%
Goldman Sachs
22
Goldman Sachs
New York
$593K +$274K +2,989 +82%
SAM
23
SignalPoint Asset Management
Missouri
$508K -$11.5K -126 -2%
PSF
24
Pacific Sun Financial
California
$494K +$506K +5,521 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$456K +$89.8K +981 +24%