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Invesco Dorsey Wright Consumer Staples Momentum ETF

61 hedge funds and large institutions have $84.3M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

49% more capital invested

Capital invested by funds: $56.7M → $84.3M (+$27.5M)

13% more funds holding

Funds holding: 5461 (+7)

9.17% more ownership

Funds ownership: 51.56%60.72% (+9.2%)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
61
Holders Change
+7
Holders Change %
+12.96%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
18
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$21.5M +$21.4M +260,000 New
TFA
2
Transamerica Financial Advisors
Florida
$14.3M -$247K -3,006 -2%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$6.19M +$27.4K +333 +0.4%
Bank of America
4
Bank of America
North Carolina
$4.76M -$593K -7,211 -11%
Morgan Stanley
5
Morgan Stanley
New York
$3.52M -$123K -1,491 -3%
LPL Financial
6
LPL Financial
California
$2.5M +$366K +4,448 +17%
SA
7
SFI Advisors
New Jersey
$2.31M -$693K -8,421 -23%
CPC
8
Consolidated Planning Corp
Georgia
$2.13M -$6.58K -80 -0.3%
Ameriprise
9
Ameriprise
Minnesota
$2.11M +$12.6K +153 +0.6%
FHC
10
First Heartland Consultants
Missouri
$2.04M +$2.03M +24,658 New
Wells Fargo
11
Wells Fargo
California
$1.84M -$177K -2,150 -9%
IMC Chicago
12
IMC Chicago
Illinois
$1.7M +$1.69M +20,569 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.62M -$58.3K -708 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.51M +$175K +2,130 +13%
CAN
15
Cetera Advisor Networks
California
$1.5M +$45.7K +555 +3%
GCA
16
Genesee Capital Advisors
New York
$1.2M +$34.5K +419 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.12M +$376K +4,571 +51%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$803K +$367K +4,460 +85%
UBS Group
19
UBS Group
Switzerland
$797K -$262K -3,186 -25%
SOS
20
Silver Oak Securities
Tennessee
$690K +$687K +8,349 New
WCM
21
WealthBridge Capital Management
Ohio
$683K
Goldman Sachs
22
Goldman Sachs
New York
$646K +$184K +2,230 +40%
SFI
23
SPC Financial Inc
Maryland
$628K -$13.2K -160 -2%
TRCT
24
Tower Research Capital (TRC)
New York
$568K -$193K -2,342 -25%
PGFC
25
Peapack-Gladstone Financial Corp
New Jersey
$559K -$24.5K -298 -4%