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Invesco Dorsey Wright Consumer Staples Momentum ETF

57 hedge funds and large institutions have $35.2M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

12% more funds holding

Funds holding: 5157 (+6)

12% more capital invested

Capital invested by funds: $31.5M → $35.2M (+$3.69M)

9.89% more ownership

Funds ownership: 28.63%38.52% (+9.9%)

48% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 21

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
21
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.81M -$658K -6,262 -10%
Goldman Sachs
2
Goldman Sachs
New York
$5.35M +$2.29M +21,757 +74%
Bank of America
3
Bank of America
North Carolina
$3.15M +$11.9K +113 +0.4%
LPL Financial
4
LPL Financial
California
$2.87M +$510K +4,857 +22%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.11M -$32.2K -306 -2%
IMC Chicago
6
IMC Chicago
Illinois
$1.92M +$820K +7,799 +75%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.69M -$23.2K -221 -1%
Wells Fargo
8
Wells Fargo
California
$1.11M +$51K +485 +5%
UBS Group
9
UBS Group
Switzerland
$950K +$32.5K +309 +4%
WCM
10
WealthBridge Capital Management
Ohio
$865K
MWM
11
Maltin Wealth Management
New Jersey
$654K -$1.68K -16 -0.3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$623K +$624K +5,938 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$620K +$6.41K +61 +1%
PGFC
14
Peapack-Gladstone Financial Corp
New Jersey
$572K -$36.8K -350 -6%
SAM
15
SignalPoint Asset Management
Missouri
$562K -$3.26K -31 -0.6%
AAS
16
Avantax Advisory Services
Texas
$527K -$15K -143 -3%
PSF
17
Pacific Sun Financial
California
$487K -$18.9K -180 -4%
JWCA
18
J.W. Cole Advisors
Florida
$465K -$44.7K -425 -9%
Citadel Advisors
19
Citadel Advisors
Florida
$428K +$428K +4,074 New
EH
20
Equitable Holdings
New York
$397K -$18.9K -180 -5%
Raymond James Financial
21
Raymond James Financial
Florida
$373K +$374K +3,556 New
Osaic Holdings
22
Osaic Holdings
Arizona
$347K -$14.2K -135 -4%
SWP
23
Stratos Wealth Partners
Ohio
$340K -$20.9K -199 -6%
SPC
24
Sigma Planning Corp
Michigan
$305K -$3.57K -34 -1%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$278K -$3.68K -35 -1%