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Invesco Dorsey Wright Consumer Staples Momentum ETF

58 hedge funds and large institutions have $34.8M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

2% more funds holding

Funds holding: 5758 (+1)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

4.73% less ownership

Funds ownership: 41.13%36.4% (-4.7%)

20% less capital invested

Capital invested by funds: $43.7M → $34.8M (-$8.88M)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.72M -$6.33M -57,308 -57%
Morgan Stanley
2
Morgan Stanley
New York
$3.29M -$2.31M -20,962 -41%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.27M +$29.7K +269 +0.9%
Bank of America
4
Bank of America
North Carolina
$3.27M -$18.4K -167 -0.6%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.62M +$451K +4,085 +21%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.28M +$135K +1,222 +6%
UBS Group
7
UBS Group
Switzerland
$1.46M +$363K +3,285 +33%
Wells Fargo
8
Wells Fargo
California
$992K -$26.8K -243 -3%
Ameriprise
9
Ameriprise
Minnesota
$955K +$958K +8,684 New
JWCA
10
J.W. Cole Advisors
Florida
$939K +$458K +4,154 +95%
WCM
11
WealthBridge Capital Management
Ohio
$915K
MWM
12
Maltin Wealth Management
New Jersey
$698K +$9.6K +87 +1%
Two Sigma Investments
13
Two Sigma Investments
New York
$605K +$607K +5,500 New
FFA
14
Farther Finance Advisors
California
$589K
PGFC
15
Peapack-Gladstone Financial Corp
New Jersey
$570K
Goldman Sachs
16
Goldman Sachs
New York
$561K +$112K +1,015 +25%
Osaic Holdings
17
Osaic Holdings
Arizona
$515K -$70.8K -641 -12%
MML Investors Services
18
MML Investors Services
Massachusetts
$475K +$230K +2,087 +93%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$474K -$71.7K -650 -13%
TRCT
20
Tower Research Capital (TRC)
New York
$462K +$387K +3,506 +500%
PSF
21
Pacific Sun Financial
California
$451K
EH
22
Equitable Holdings
New York
$416K -$19.9K -180 -5%
Raymond James Financial
23
Raymond James Financial
Florida
$374K +$4.3K +39 +1%
SPC
24
Sigma Planning Corp
Michigan
$352K
Jones Financial Companies
25
Jones Financial Companies
Missouri
$335K +$128K +1,157 +60%