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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.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

7% less funds holding

Funds holding: 5450 (-4)

9.49% less ownership

Funds ownership: 49.37%39.88% (-9.5%)

41% less capital invested

Capital invested by funds: $57.4M → $33.6M (-$23.8M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
0.79%
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 Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.36M +$1.43M +16,525 +70%
Bank of America
2
Bank of America
North Carolina
$3.19M -$16.3K -188 -0.5%
SPC
3
Sigma Planning Corp
Michigan
$3.13M +$926K +10,703 +40%
Morgan Stanley
4
Morgan Stanley
New York
$2.82M -$1.86M -21,517 -39%
Ameriprise
5
Ameriprise
Minnesota
$1.69M -$39.9K -461 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.68M -$1.3K -15 -0.1%
UBS Group
7
UBS Group
Switzerland
$1.66M -$45.9K -531 -3%
Wells Fargo
8
Wells Fargo
California
$1.59M -$405K -4,686 -20%
Goldman Sachs
9
Goldman Sachs
New York
$1.58M +$1.14M +13,232 +231%
CAN
10
Cetera Advisor Networks
California
$1.52M +$70.7K +817 +5%
IMC Chicago
11
IMC Chicago
Illinois
$1.44M +$1.49M +17,216 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1M +$449K +5,197 +76%
Osaic Holdings
13
Osaic Holdings
Arizona
$989K -$465K -5,376 -31%
WCM
14
WealthBridge Capital Management
Ohio
$689K
AAS
15
Avantax Advisory Services
Texas
$574K +$595K +6,883 New
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$534K -$9.08K -105 -2%
SAM
17
SignalPoint Asset Management
Missouri
$461K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$455K -$201K -2,320 -30%
MWM
19
Maltin Wealth Management
New Jersey
$440K +$8.39K +97 +2%
TFA
20
Transamerica Financial Advisors
Florida
$432K -$14.5M -167,822 -97%
BRWA
21
B. Riley Wealth Advisors
Florida
$432K +$13.5K +156 +3%
PSF
22
Pacific Sun Financial
California
$418K -$32K -370 -7%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$375K +$2.42K +28 +0.6%
EH
24
Equitable Holdings
New York
$341K
Citadel Advisors
25
Citadel Advisors
Florida
$333K -$429K -4,957 -55%