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Invesco Dorsey Wright Consumer Staples Momentum ETF

54 hedge funds and large institutions have $57.4M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
16
Reduced
18
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TFA
1
Transamerica Financial Advisors
Florida
$15M 172,996 -3,255 -2%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$6.58M 75,833 -1,660 -2%
Morgan Stanley
3
Morgan Stanley
New York
$4.8M 55,262 +14,913 +37%
Bank of America
4
Bank of America
North Carolina
$3.33M 38,394 -22,437 -37%
SPC
5
Sigma Planning Corp
Michigan
$2.32M 26,748 -8,063 -23%
LPL Financial
6
LPL Financial
California
$2.06M 23,739 +2,145 +10%
Wells Fargo
7
Wells Fargo
California
$2.06M 23,722 -2,548 -10%
Ameriprise
8
Ameriprise
Minnesota
$1.8M 20,743 +105 +0.5%
UBS Group
9
UBS Group
Switzerland
$1.77M 20,430 +11,833 +138%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.74M 20,095 +453 +2%
CAN
11
Cetera Advisor Networks
California
$1.51M 17,417 -972 -5%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.49M 17,227 +3,276 +23%
GCA
13
Genesee Capital Advisors
New York
$1.32M 15,220 +1,580 +12%
SOS
14
Silver Oak Securities
Tennessee
$851K 9,806 +1,455 +17%
Citadel Advisors
15
Citadel Advisors
Florida
$777K 8,949 -6,263 -41%
SFI
16
SPC Financial Inc
Maryland
$721K 8,304 +472 +6%
WCM
17
WealthBridge Capital Management
Ohio
$717K 8,261
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$674K 7,771 +1,635 +27%
SC
19
Scotia Capital
Ontario, Canada
$596K 6,865 +316 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$593K 6,831 -11,794 -63%
PGFC
21
Peapack-Gladstone Financial Corp
New Jersey
$564K 6,499 -258 -4%
Goldman Sachs
22
Goldman Sachs
New York
$496K 5,719 +1,475 +35%
SAM
23
SignalPoint Asset Management
Missouri
$480K 5,528
PSF
24
Pacific Sun Financial
California
$463K 5,381 +5,381 New
MWM
25
Maltin Wealth Management
New Jersey
$449K 5,173 +30 +0.6%