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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.

New
Increased
Maintained
Reduced
Closed

0.57% more ownership

Funds ownership: 39.88%40.45% (+0.57%)

0% more capital invested

Capital invested by funds: $33.6M → $33.7M (+$70.1K)

4% less funds holding

Funds holding: 5048 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 24

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 Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.1M +$6.4M +76,153 +226%
Bank of America
2
Bank of America
North Carolina
$3.47M -$19.7K -234 -0.6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.77M -$60.1K -715 -4%
LPL Financial
4
LPL Financial
California
$1.73M -$1.8M -21,366 -53%
UBS Group
5
UBS Group
Switzerland
$1.66M -$151K -1,793 -9%
Wells Fargo
6
Wells Fargo
California
$1.62M -$112K -1,335 -7%
CAN
7
Cetera Advisor Networks
California
$1.54M -$118K -1,405 -8%
Ameriprise
8
Ameriprise
Minnesota
$1.37M -$443K -5,270 -26%
Osaic Holdings
9
Osaic Holdings
Arizona
$907K -$164K -1,946 -16%
Goldman Sachs
10
Goldman Sachs
New York
$841K -$820K -9,757 -51%
WCM
11
WealthBridge Capital Management
Ohio
$756K
AAS
12
Avantax Advisory Services
Texas
$631K +$1.18K +14 +0.2%
PGFC
13
Peapack-Gladstone Financial Corp
New Jersey
$584K -$841 -10 -0.2%
SAM
14
SignalPoint Asset Management
Missouri
$497K -$7.31K -87 -2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$493K -$5.55K -66 -1%
MWM
16
Maltin Wealth Management
New Jersey
$490K +$7.06K +84 +2%
Citadel Advisors
17
Citadel Advisors
Florida
$466K +$93K +1,106 +28%
BRWA
18
B. Riley Wealth Advisors
Florida
$463K -$9.08K -108 -2%
PSF
19
Pacific Sun Financial
California
$446K -$11.8K -140 -3%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$422K +$9.92K +118 +3%
TRCT
21
Tower Research Capital (TRC)
New York
$421K +$211K +2,513 +120%
EH
22
Equitable Holdings
New York
$374K
SWP
23
Stratos Wealth Partners
Ohio
$322K -$757 -9 -0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$310K -$727K -8,649 -72%
GWM
25
Geneos Wealth Management
Colorado
$279K -$71.8K -854 -22%