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Invesco Dorsey Wright Consumer Staples Momentum ETF

54 hedge funds and large institutions have $56.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2.13% less ownership

Funds ownership: 53.69%51.56% (-2.1%)

4% less funds holding

Funds holding: 5654 (-2)

11% less capital invested

Capital invested by funds: $63.6M → $56.7M (-$6.86M)

21% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 24

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
3
Increased
19
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Transamerica Financial Advisors
Florida
$13.2M -$526K -6,521 -4%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.58M -$113K -1,403 -2%
Bank of America
3
Bank of America
North Carolina
$4.85M -$116K -1,436 -2%
Morgan Stanley
4
Morgan Stanley
New York
$3.3M -$152K -1,880 -4%
SA
5
SFI Advisors
New Jersey
$2.72M +$92.9K +1,151 +3%
PAG
6
Private Advisor Group
New Jersey
$2.11M -$48.6K -602 -2%
LPL Financial
7
LPL Financial
California
$1.93M -$848K -10,512 -29%
CPC
8
Consolidated Planning Corp
Georgia
$1.93M +$25.8K +320 +1%
Ameriprise
9
Ameriprise
Minnesota
$1.9M +$707K +8,760 +53%
Wells Fargo
10
Wells Fargo
California
$1.82M -$282K -3,492 -13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.52M +$58.3K +723 +4%
CAN
12
Cetera Advisor Networks
California
$1.32M -$27.3K -338 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.21M -$1.34M -16,628 -51%
GCA
14
Genesee Capital Advisors
New York
$1.06M +$44.4K +550 +4%
UBS Group
15
UBS Group
Switzerland
$960K +$617K +7,642 +148%
Citadel Advisors
16
Citadel Advisors
Florida
$929K +$169K +2,099 +20%
TRCT
17
Tower Research Capital (TRC)
New York
$689K +$176K +2,177 +31%
Osaic Holdings
18
Osaic Holdings
Arizona
$669K -$86.5K -1,072 -11%
WCM
19
WealthBridge Capital Management
Ohio
$649K
Stifel Financial
20
Stifel Financial
Missouri
$613K -$36.3K -450 -5%
SFI
21
SPC Financial Inc
Maryland
$580K +$56.2K +696 +10%
PGFC
22
Peapack-Gladstone Financial Corp
New Jersey
$528K +$569K +7,055 New
BRWA
23
B. Riley Wealth Advisors
Florida
$475K +$511K +6,336 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$447K -$7.75K -96 -2%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$422K -$7.5K -93 -2%