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Invesco Dorsey Wright Consumer Staples Momentum ETF

51 hedge funds and large institutions have $27.1M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 5351 (-2)

4.18% less ownership

Funds ownership: 36.56%32.38% (-4.2%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

15% less capital invested

Capital invested by funds: $31.7M → $27.1M (-$4.64M)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
16
Closed
7
Calls
$204K
Puts
Net Calls
+$204K
Net Calls Change
-$99K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.75M -$19.3K -201 -0.4%
Bank of America
2
Bank of America
North Carolina
$2.88M -$17.4K -181 -0.6%
Goldman Sachs
3
Goldman Sachs
New York
$2.13M +$1.1M +11,485 +110%
LPL Financial
4
LPL Financial
California
$2.1M +$258K +2,684 +14%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.91M +$25.4K +264 +1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.4M -$251K -2,611 -15%
Ameriprise
7
Ameriprise
Minnesota
$1.26M -$95K -988 -7%
Wells Fargo
8
Wells Fargo
California
$1.05M -$35.7K -371 -3%
UBS Group
9
UBS Group
Switzerland
$849K -$75.6K -786 -8%
WCM
10
WealthBridge Capital Management
Ohio
$803K
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$588K +$79K +821 +16%
PGFC
12
Peapack-Gladstone Financial Corp
New Jersey
$582K -$19.2K -200 -3%
MWM
13
Maltin Wealth Management
New Jersey
$550K +$6.83K +71 +1%
AAS
14
Avantax Advisory Services
Texas
$543K -$97.8K -1,017 -15%
SAM
15
SignalPoint Asset Management
Missouri
$526K -$2.88K -30 -0.6%
JWCA
16
J.W. Cole Advisors
Florida
$491K -$38.3K -398 -7%
PSF
17
Pacific Sun Financial
California
$474K
EH
18
Equitable Holdings
New York
$400K
TRCT
19
Tower Research Capital (TRC)
New York
$387K -$116K -1,210 -23%
Osaic Holdings
20
Osaic Holdings
Arizona
$350K -$565K -5,872 -62%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$326K +$97.5K +1,014 +43%
SWP
22
Stratos Wealth Partners
Ohio
$315K -$13.1K -136 -4%
SPC
23
Sigma Planning Corp
Michigan
$286K -$25K -260 -8%
JFA
24
JNBA Financial Advisors
Minnesota
$277K
GWM
25
Geneos Wealth Management
Colorado
$260K