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Invesco Dorsey Wright Consumer Staples Momentum ETF

48 hedge funds and large institutions have $33.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.1M 109,898 +76,153 +226%
Bank of America
2
Bank of America
North Carolina
$3.47M 37,972 -234 -0.6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.77M 19,365 -715 -4%
LPL Financial
4
LPL Financial
California
$1.73M 18,898 -21,366 -53%
UBS Group
5
UBS Group
Switzerland
$1.66M 18,106 -1,793 -9%
Wells Fargo
6
Wells Fargo
California
$1.62M 17,701 -1,335 -7%
CAN
7
Cetera Advisor Networks
California
$1.54M 16,829 -1,405 -8%
Ameriprise
8
Ameriprise
Minnesota
$1.37M 15,012 -5,270 -26%
Osaic Holdings
9
Osaic Holdings
Arizona
$907K 9,905 -1,946 -16%
Goldman Sachs
10
Goldman Sachs
New York
$841K 9,194 -9,757 -51%
WCM
11
WealthBridge Capital Management
Ohio
$756K 8,261
AAS
12
Avantax Advisory Services
Texas
$631K 6,897 +14 +0.2%
PGFC
13
Peapack-Gladstone Financial Corp
New Jersey
$584K 6,384 -10 -0.2%
SAM
14
SignalPoint Asset Management
Missouri
$497K 5,441 -87 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$493K 5,385 -66 -1%
MWM
16
Maltin Wealth Management
New Jersey
$490K 5,354 +84 +2%
Citadel Advisors
17
Citadel Advisors
Florida
$466K 5,098 +1,106 +28%
BRWA
18
B. Riley Wealth Advisors
Florida
$463K 5,064 -108 -2%
PSF
19
Pacific Sun Financial
California
$446K 4,871 -140 -3%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$422K 4,613 +118 +3%
TRCT
21
Tower Research Capital (TRC)
New York
$421K 4,601 +2,513 +120%
EH
22
Equitable Holdings
New York
$374K 4,090
SWP
23
Stratos Wealth Partners
Ohio
$322K 3,515 -9 -0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$310K 3,379 -8,649 -72%
GWM
25
Geneos Wealth Management
Colorado
$279K 3,049 -854 -22%