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Invesco Dorsey Wright Consumer Staples Momentum ETF

55 hedge funds and large institutions have $38.4M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

71% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 14

10% more funds holding

Funds holding: 5055 (+5)

7.5% less ownership

Funds ownership: 43.96%36.46% (-7.5%)

16% less capital invested

Capital invested by funds: $45.7M → $38.4M (-$7.3M)

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
14
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
$5.61M +$31.9K +374 +0.6%
LPL Financial
2
LPL Financial
California
$4.49M +$2.05M +24,047 +85%
Morgan Stanley
3
Morgan Stanley
New York
$3.14M +$1.05M +12,328 +51%
IMC Chicago
4
IMC Chicago
Illinois
$2.9M +$1.08M +12,687 +60%
CAN
5
Cetera Advisor Networks
California
$1.47M +$397K +4,661 +37%
Ameriprise
6
Ameriprise
Minnesota
$1.37M -$587K -6,884 -30%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.37M +$983K +11,539 +259%
CA
8
Calton & Associates
Florida
$1.11M +$13.7K +161 +1%
Goldman Sachs
9
Goldman Sachs
New York
$1.1M +$427K +5,006 +64%
Wells Fargo
10
Wells Fargo
California
$1.04M -$46.7K -548 -4%
GWM
11
Geneos Wealth Management
Colorado
$973K +$333K +3,904 +52%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$774K +$40.2K +472 +6%
BRWM
13
B. Riley Wealth Management
Tennessee
$733K +$108K +1,272 +17%
LNC
14
Lincoln National Corp
Pennsylvania
$726K -$2.09M -24,500 -74%
Stifel Financial
15
Stifel Financial
Missouri
$726K +$10.8K +127 +2%
TRCT
16
Tower Research Capital (TRC)
New York
$714K +$512K +6,006 +258%
WCM
17
WealthBridge Capital Management
Ohio
$707K -$17K -200 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$653K -$193K -2,265 -20%
MCM
19
Murphy Capital Management
New Jersey
$636K -$13.5K -158 -2%
Citadel Advisors
20
Citadel Advisors
Florida
$623K +$621K +7,285 New
UBS Group
21
UBS Group
Switzerland
$547K +$115K +1,345 +27%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$528K -$57.2K -671 -10%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$512K +$510K +5,985 New
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$487K -$177K -2,081 -27%
PSF
25
Pacific Sun Financial
California
$483K +$17.5K +205 +4%