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Invesco Dorsey Wright Consumer Staples Momentum ETF

53 hedge funds and large institutions have $59.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 6153 (-8)

22.22% less ownership

Funds ownership: 60.72%38.51% (-22%)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

29% less capital invested

Capital invested by funds: $84.3M → $59.7M (-$24.6M)

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
53
Holders Change
-8
Holders Change %
-13.11%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
16
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Transamerica Financial Advisors
Florida
$15.2M +$242K +2,888 +2%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$6.67M +$214K +2,556 +3%
Bank of America
3
Bank of America
North Carolina
$5.24M +$269K +3,208 +6%
Morgan Stanley
4
Morgan Stanley
New York
$3.47M -$187K -2,225 -5%
SPC
5
Sigma Planning Corp
Michigan
$3M +$2.64M +31,521 +958%
Wells Fargo
6
Wells Fargo
California
$2.26M +$338K +4,035 +18%
LPL Financial
7
LPL Financial
California
$1.86M -$729K -8,698 -29%
Ameriprise
8
Ameriprise
Minnesota
$1.78M -$408K -4,865 -19%
SA
9
SFI Advisors
New Jersey
$1.74M -$647K -7,721 -28%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.6M +$29.8K +356 +2%
CAN
11
Cetera Advisor Networks
California
$1.58M +$20.5K +245 +1%
IMC Chicago
12
IMC Chicago
Illinois
$1.42M -$338K -4,033 -20%
Citadel Advisors
13
Citadel Advisors
Florida
$1.31M +$786K +9,382 +161%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.2M +$38.2K +456 +3%
GCA
15
Genesee Capital Advisors
New York
$1.17M -$78.5K -936 -6%
UBS Group
16
UBS Group
Switzerland
$740K -$87.1K -1,039 -11%
SOS
17
Silver Oak Securities
Tennessee
$723K +$168 +2 +0%
WCM
18
WealthBridge Capital Management
Ohio
$711K
SFI
19
SPC Financial Inc
Maryland
$674K +$19.7K +235 +3%
PGFC
20
Peapack-Gladstone Financial Corp
New Jersey
$596K
TRCT
21
Tower Research Capital (TRC)
New York
$565K -$26.1K -311 -5%
SC
22
Scotia Capital
Ontario, Canada
$564K +$220K +2,622 +67%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$528K -$12.5K -149 -2%
SAM
24
SignalPoint Asset Management
Missouri
$476K
BRWA
25
B. Riley Wealth Advisors
Florida
$467K -$84.2K -1,004 -16%