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Invesco Dorsey Wright Consumer Staples Momentum ETF

50 hedge funds and large institutions have $33.6M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
15
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$3.36M 40,264 +16,525 +70%
Bank of America
2
Bank of America
North Carolina
$3.19M 38,206 -188 -0.5%
SPC
3
Sigma Planning Corp
Michigan
$3.13M 37,451 +10,703 +40%
Morgan Stanley
4
Morgan Stanley
New York
$2.82M 33,745 -21,517 -39%
Ameriprise
5
Ameriprise
Minnesota
$1.69M 20,282 -461 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.68M 20,080 -15 -0.1%
UBS Group
7
UBS Group
Switzerland
$1.66M 19,899 -531 -3%
Wells Fargo
8
Wells Fargo
California
$1.59M 19,036 -4,686 -20%
Goldman Sachs
9
Goldman Sachs
New York
$1.58M 18,951 +13,232 +231%
CAN
10
Cetera Advisor Networks
California
$1.52M 18,234 +817 +5%
IMC Chicago
11
IMC Chicago
Illinois
$1.44M 17,216 +17,216 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1M 12,028 +5,197 +76%
Osaic Holdings
13
Osaic Holdings
Arizona
$989K 11,851 -5,376 -31%
WCM
14
WealthBridge Capital Management
Ohio
$689K 8,261
AAS
15
Avantax Advisory Services
Texas
$574K 6,883 +6,883 New
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$534K 6,394 -105 -2%
SAM
17
SignalPoint Asset Management
Missouri
$461K 5,528
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$455K 5,451 -2,320 -30%
MWM
19
Maltin Wealth Management
New Jersey
$440K 5,270 +97 +2%
TFA
20
Transamerica Financial Advisors
Florida
$432K 5,174 -167,822 -97%
BRWA
21
B. Riley Wealth Advisors
Florida
$432K 5,172 +156 +3%
PSF
22
Pacific Sun Financial
California
$418K 5,011 -370 -7%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$375K 4,495 +28 +0.6%
EH
24
Equitable Holdings
New York
$341K 4,090
Citadel Advisors
25
Citadel Advisors
Florida
$333K 3,992 -4,957 -55%