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Invesco Dorsey Wright Consumer Staples Momentum ETF

56 hedge funds and large institutions have $63.6M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

65% more capital invested

Capital invested by funds: $38.4M → $63.6M (+$25.2M)

17.23% more ownership

Funds ownership: 36.46%53.69% (+17%)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 5556 (+1)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
23
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Transamerica Financial Advisors
Florida
$14.4M +$15.1M +182,890 New
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.98M +$5.78M +70,022 +1,170%
Bank of America
3
Bank of America
North Carolina
$5.2M +$60K +728 +1%
Morgan Stanley
4
Morgan Stanley
New York
$3.61M +$761K +9,230 +25%
LPL Financial
5
LPL Financial
California
$2.85M -$1.33M -16,082 -31%
SA
6
SFI Advisors
New Jersey
$2.76M +$64.8K +786 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.57M +$1.38M +16,775 +105%
PAG
8
Private Advisor Group
New Jersey
$2.26M +$1.97M +23,860 +485%
Wells Fargo
9
Wells Fargo
California
$2.19M +$1.3M +15,740 +130%
CPC
10
Consolidated Planning Corp
Georgia
$2M +$2.1M +25,493 New
CA
11
Calton & Associates
Florida
$1.66M +$674K +8,175 +63%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.54M +$873K +10,587 +117%
CAN
13
Cetera Advisor Networks
California
$1.41M +$63.6K +771 +4%
Ameriprise
14
Ameriprise
Minnesota
$1.3M +$45.9K +556 +3%
GCA
15
Genesee Capital Advisors
New York
$1.07M +$1.12M +13,607 New
GWM
16
Geneos Wealth Management
Colorado
$900K -$8.17K -99 -0.9%
Citadel Advisors
17
Citadel Advisors
Florida
$810K +$250K +3,035 +42%
Osaic Holdings
18
Osaic Holdings
Arizona
$787K +$67.5K +818 +9%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$711K +$747K +9,062 New
Stifel Financial
20
Stifel Financial
Missouri
$678K +$13.2K +160 +2%
WCM
21
WealthBridge Capital Management
Ohio
$649K
MCM
22
Murphy Capital Management
New Jersey
$570K -$13.8K -167 -2%
SFI
23
SPC Financial Inc
Maryland
$554K +$582K +7,061 New
TRCT
24
Tower Research Capital (TRC)
New York
$552K -$107K -1,299 -16%
SC
25
Scotia Capital
Ontario, Canada
$522K +$549K +6,650 New