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Invesco Dorsey Wright Consumer Staples Momentum ETF

61 hedge funds and large institutions have $36.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 12 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

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

7% more funds holding

Funds holding: 5761 (+4)

1.29% more ownership

Funds ownership: 38.52%39.81% (+1.3%)

4% more capital invested

Capital invested by funds: $35.2M → $36.7M (+$1.5M)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
12
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
$5.68M -$317K -2,926 -5%
LPL Financial
2
LPL Financial
California
$5.55M +$2.59M +23,849 +87%
Bank of America
3
Bank of America
North Carolina
$3.28M +$33.5K +309 +1%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.19M +$14.2K +131 +0.7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.19M +$439K +4,048 +25%
IMC Chicago
6
IMC Chicago
Illinois
$1.52M -$460K -4,240 -23%
UBS Group
7
UBS Group
Switzerland
$1.09M +$107K +988 +11%
Wells Fargo
8
Wells Fargo
California
$1.08M -$60.3K -556 -5%
WCM
9
WealthBridge Capital Management
Ohio
$893K
TRCT
10
Tower Research Capital (TRC)
New York
$785K +$620K +5,714 +373%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$726K +$82.7K +763 +13%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$723K +$82K +756 +13%
Goldman Sachs
13
Goldman Sachs
New York
$693K -$4.84M -44,610 -87%
Citadel Advisors
14
Citadel Advisors
Florida
$681K +$239K +2,206 +54%
MWM
15
Maltin Wealth Management
New Jersey
$678K +$2.28K +21 +0.3%
FFA
16
Farther Finance Advisors
California
$585K +$581K +5,358 New
GS
17
GWN Securities
Florida
$574K +$574K +5,293 New
PGFC
18
Peapack-Gladstone Financial Corp
New Jersey
$562K -$28.4K -262 -5%
GWM
19
Geneos Wealth Management
Colorado
$547K +$274K +2,524 +100%
AAS
20
Avantax Advisory Services
Texas
$544K +$108 +1 +0%
PSF
21
Pacific Sun Financial
California
$496K -$6.51K -60 -1%
JWCA
22
J.W. Cole Advisors
Florida
$483K +$2.06K +19 +0.4%
Osaic Holdings
23
Osaic Holdings
Arizona
$443K +$84.4K +778 +24%
EH
24
Equitable Holdings
New York
$429K +$19.5K +180 +5%
Raymond James Financial
25
Raymond James Financial
Florida
$390K +$4.77K +44 +1%