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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.

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.76%
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 Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.81M 55,381 -6,262 -10%
Goldman Sachs
2
Goldman Sachs
New York
$5.35M 51,003 +21,757 +74%
Bank of America
3
Bank of America
North Carolina
$3.15M 29,980 +113 +0.4%
LPL Financial
4
LPL Financial
California
$2.87M 27,379 +4,857 +22%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.11M 20,081 -306 -2%
IMC Chicago
6
IMC Chicago
Illinois
$1.92M 18,258 +7,799 +75%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.69M 16,116 -221 -1%
Wells Fargo
8
Wells Fargo
California
$1.11M 10,553 +485 +5%
UBS Group
9
UBS Group
Switzerland
$950K 9,056 +309 +4%
WCM
10
WealthBridge Capital Management
Ohio
$865K 8,241
MWM
11
Maltin Wealth Management
New Jersey
$654K 6,234 -16 -0.3%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$623K 5,938 +5,938 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$620K 5,912 +61 +1%
PGFC
14
Peapack-Gladstone Financial Corp
New Jersey
$572K 5,449 -350 -6%
SAM
15
SignalPoint Asset Management
Missouri
$562K 5,358 -31 -0.6%
AAS
16
Avantax Advisory Services
Texas
$527K 5,019 -143 -3%
PSF
17
Pacific Sun Financial
California
$487K 4,641 -180 -4%
JWCA
18
J.W. Cole Advisors
Florida
$465K 4,433 -425 -9%
Citadel Advisors
19
Citadel Advisors
Florida
$428K 4,074 +4,074 New
EH
20
Equitable Holdings
New York
$397K 3,783 -180 -5%
Raymond James Financial
21
Raymond James Financial
Florida
$373K 3,556 +3,556 New
Osaic Holdings
22
Osaic Holdings
Arizona
$347K 3,305 -135 -4%
SWP
23
Stratos Wealth Partners
Ohio
$340K 3,241 -199 -6%
SPC
24
Sigma Planning Corp
Michigan
$305K 2,904 -34 -1%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$278K 2,653 -35 -1%