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Invesco Dorsey Wright Consumer Staples Momentum ETF

51 hedge funds and large institutions have $31.5M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

16% more capital invested

Capital invested by funds: $27.1M → $31.5M (+$4.42M)

0% more funds holding

Funds holding: 5151 (0)

3.75% less ownership

Funds ownership: 32.38%28.63% (-3.7%)

Holders
51
Holders Change
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.28M +$1.27M +12,830 +26%
Bank of America
2
Bank of America
North Carolina
$3.04M +$22.7K +230 +0.8%
Goldman Sachs
3
Goldman Sachs
New York
$2.98M +$722K +7,310 +33%
LPL Financial
4
LPL Financial
California
$2.29M +$94.8K +960 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.08M +$78.4K +794 +4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.66M +$193K +1,955 +14%
Ameriprise
7
Ameriprise
Minnesota
$1.29M -$33.4K -338 -3%
IMC Chicago
8
IMC Chicago
Illinois
$1.07M +$1.03M +10,459 New
Wells Fargo
9
Wells Fargo
California
$1.03M -$70.8K -717 -7%
UBS Group
10
UBS Group
Switzerland
$891K +$987 +10 +0.1%
WCM
11
WealthBridge Capital Management
Ohio
$839K -$1.97K -20 -0.2%
MWM
12
Maltin Wealth Management
New Jersey
$636K +$58.9K +597 +11%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$596K -$19.2K -195 -3%
PGFC
14
Peapack-Gladstone Financial Corp
New Jersey
$591K -$18.3K -185 -3%
SAM
15
SignalPoint Asset Management
Missouri
$546K -$2.17K -22 -0.4%
AAS
16
Avantax Advisory Services
Texas
$526K -$41.7K -422 -8%
JWCA
17
J.W. Cole Advisors
Florida
$495K -$18.9K -191 -4%
PSF
18
Pacific Sun Financial
California
$491K -$4.94K -50 -1%
TRCT
19
Tower Research Capital (TRC)
New York
$432K +$26.3K +266 +7%
EH
20
Equitable Holdings
New York
$404K -$15K -152 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$351K -$15.2K -154 -4%
SWP
22
Stratos Wealth Partners
Ohio
$350K +$19.7K +200 +6%
SPC
23
Sigma Planning Corp
Michigan
$299K
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$274K +$5.92K +60 +2%
GWM
25
Geneos Wealth Management
Colorado
$272K