We are live on ! Find out more
PSL icon

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.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

10% more funds holding

Funds holding: 4853 (+5)

3.89% less ownership

Funds ownership: 40.45%36.56% (-3.9%)

6% less capital invested

Capital invested by funds: $33.7M → $31.7M (-$1.97M)

71% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 24

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.76%
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 Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.79M -$5.71M -60,884 -55%
Bank of America
2
Bank of America
North Carolina
$2.91M -$765K -8,154 -21%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.89M -$3.38K -36 -0.2%
LPL Financial
4
LPL Financial
California
$1.84M -$1.88K -20 -0.1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.66M +$1.59M +16,993 New
CAN
6
Cetera Advisor Networks
California
$1.49M -$148K -1,577 -9%
Ameriprise
7
Ameriprise
Minnesota
$1.37M -$95.2K -1,015 -7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.19M +$1.14M +12,161 New
Wells Fargo
9
Wells Fargo
California
$1.09M -$614K -6,545 -37%
Truist Financial
10
Truist Financial
North Carolina
$1.08M +$1.04M +11,091 New
Goldman Sachs
11
Goldman Sachs
New York
$1.02M +$118K +1,257 +14%
UBS Group
12
UBS Group
Switzerland
$930K -$805K -8,583 -47%
Osaic Holdings
13
Osaic Holdings
Arizona
$925K -$41.2K -439 -4%
WCM
14
WealthBridge Capital Management
Ohio
$807K
AAS
15
Avantax Advisory Services
Texas
$645K -$27.8K -296 -4%
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$604K -$18.8K -200 -3%
MWM
17
Maltin Wealth Management
New Jersey
$545K +$21.4K +228 +4%
JWCA
18
J.W. Cole Advisors
Florida
$532K +$511K +5,447 New
SAM
19
SignalPoint Asset Management
Missouri
$531K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$510K -$15K -160 -3%
TRCT
21
Tower Research Capital (TRC)
New York
$507K +$55.3K +589 +13%
Citadel Advisors
22
Citadel Advisors
Florida
$500K +$2.16K +23 +0.5%
PSF
23
Pacific Sun Financial
California
$476K
BRWA
24
B. Riley Wealth Advisors
Florida
$432K +$10.1K +108 +2%
EH
25
Equitable Holdings
New York
$402K +$2.35K +25 +0.6%