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Invesco Dorsey Wright Consumer Staples Momentum ETF

50 hedge funds and large institutions have $45.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

31% more capital invested

Capital invested by funds: $34.9M → $45.7M (+$10.9M)

16.31% more ownership

Funds ownership: 27.65%43.96% (+16%)

2% more funds holding

Funds holding: 4950 (+1)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
20
Closed
5
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
$5.96M -$188K -2,091 -3%
AWM
2
AE Wealth Management
Kansas
$5.74M +$5.64M +62,718 New
SA
3
SFI Advisors
New Jersey
$3.03M +$3.06M +33,984 New
LNC
4
Lincoln National Corp
Pennsylvania
$3.02M -$45.1K -501 -1%
LPL Financial
5
LPL Financial
California
$2.6M +$74.9K +833 +3%
Morgan Stanley
6
Morgan Stanley
New York
$2.23M -$501K -5,574 -19%
Ameriprise
7
Ameriprise
Minnesota
$2.1M +$1.07M +11,848 +107%
IMC Chicago
8
IMC Chicago
Illinois
$1.94M +$1.91M +21,208 New
NMG
9
New Millennium Group
Utah
$1.24M +$1.22M +13,538 New
CA
10
Calton & Associates
Florida
$1.18M +$256K +2,847 +28%
Wells Fargo
11
Wells Fargo
California
$1.16M -$19.5K -217 -2%
CAN
12
Cetera Advisor Networks
California
$1.14M +$861K +9,576 +328%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.05M -$67.7K -752 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$783K -$36.5K -406 -5%
PAG
15
Private Advisor Group
New Jersey
$780K -$22.4K -249 -3%
WCM
16
WealthBridge Capital Management
Ohio
$774K -$13.5K -150 -2%
Stifel Financial
17
Stifel Financial
Missouri
$764K +$22.6K +251 +3%
Goldman Sachs
18
Goldman Sachs
New York
$720K +$112K +1,250 +19%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$710K +$50.5K +561 +8%
MCM
20
Murphy Capital Management
New Jersey
$694K -$91.8K -1,020 -12%
GWM
21
Geneos Wealth Management
Colorado
$682K -$100K -1,114 -13%
BRWM
22
B. Riley Wealth Management
Tennessee
$666K +$29.2K +325 +5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$626K -$730K -8,111 -54%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$529K +$521K +5,793 New
SAM
25
SignalPoint Asset Management
Missouri
$508K -$11.2K -124 -2%