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Invesco Dorsey Wright Consumer Staples Momentum ETF

53 hedge funds and large institutions have $31.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 24 reducing their positions, and 2 closing their positions.

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
24
Closed
2
Calls
$303K
Puts
Net Calls
+$303K
Net Calls Change
+$303K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.79M 49,014 -60,884 -55%
Bank of America
2
Bank of America
North Carolina
$2.91M 29,818 -8,154 -21%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.89M 19,329 -36 -0.2%
LPL Financial
4
LPL Financial
California
$1.84M 18,878 -20 -0.1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.66M 16,993 +16,993 New
CAN
6
Cetera Advisor Networks
California
$1.49M 15,252 -1,577 -9%
Ameriprise
7
Ameriprise
Minnesota
$1.37M 13,997 -1,015 -7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.19M 12,161 +12,161 New
Wells Fargo
9
Wells Fargo
California
$1.09M 11,156 -6,545 -37%
Truist Financial
10
Truist Financial
North Carolina
$1.08M 11,091 +11,091 New
Goldman Sachs
11
Goldman Sachs
New York
$1.02M 10,451 +1,257 +14%
UBS Group
12
UBS Group
Switzerland
$930K 9,523 -8,583 -47%
Osaic Holdings
13
Osaic Holdings
Arizona
$925K 9,466 -439 -4%
WCM
14
WealthBridge Capital Management
Ohio
$807K 8,261
AAS
15
Avantax Advisory Services
Texas
$645K 6,601 -296 -4%
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$604K 6,184 -200 -3%
MWM
17
Maltin Wealth Management
New Jersey
$545K 5,582 +228 +4%
JWCA
18
J.W. Cole Advisors
Florida
$532K 5,447 +5,447 New
SAM
19
SignalPoint Asset Management
Missouri
$531K 5,441
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$510K 5,225 -160 -3%
TRCT
21
Tower Research Capital (TRC)
New York
$507K 5,190 +589 +13%
Citadel Advisors
22
Citadel Advisors
Florida
$500K 5,121 +23 +0.5%
PSF
23
Pacific Sun Financial
California
$476K 4,871
BRWA
24
B. Riley Wealth Advisors
Florida
$432K 5,172 +108 +2%
EH
25
Equitable Holdings
New York
$402K 4,115 +25 +0.6%