Invesco Chinese Yuan Dim Sum Bond ETF
DSUM
DSUM was delisted on the 20th of February, 2019.
28 hedge funds and large institutions have $29.8M invested in Invesco Chinese Yuan Dim Sum Bond ETF in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and 1 closing their positions.
1,100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 1
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
40% more funds holding
Funds holding: 20 → 28 (+8)
22% more capital invested
Capital invested by funds: $24.5M → $29.8M (+$5.35M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.38M |
| 2 |
Jane Street
New York
|
+$716K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$673K |
| 4 |
HTC
Haverford Trust Company
Radnor,
Pennsylvania
|
+$512K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$389K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$1.66M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$302K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DADC
26
D.A. Davidson & Co
Great Falls,
Montana
| $7K | – | – | – |
|
27
Citigroup
New York
| $3K | – | – | – |
|
|
TCM
28
Tradewinds Capital Management
Bellingham,
Washington
| $3K | +$3.17K | +125 | New |
|
|
SMM
29
Stadion Money Management
Watkinsville,
Georgia
| – | -$302K | -11,987 | Closed |
|
DSUM Hedge Fund Activity: Q4 2013 in Review
28 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) for Q4 2013, worth a combined $29.8M — up 22% from $24.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DSUM positions and 1 closed out — a net gain of 8 holders — while 12 added to existing stakes and 1 trimmed.
The largest buyer was Bank of America, adding an estimated $2.38M. The largest seller was Evergreen Capital Management, cutting an estimated $1.66M.
- 28 institutional investors held Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) as of Q4 2013, up from 20 in Q3 2013.
- Funds reported $29.8M of Invesco Chinese Yuan Dim Sum Bond ETF stock for Q4 2013, up 22% quarter-over-quarter.
- 9 funds opened new Invesco Chinese Yuan Dim Sum Bond ETF positions in Q4 2013 and 1 closed out, a net change of +8 holders.
- The largest Invesco Chinese Yuan Dim Sum Bond ETF buyer in Q4 2013 was Bank of America, an estimated $2.38M added.
- The largest Invesco Chinese Yuan Dim Sum Bond ETF seller in Q4 2013 was Evergreen Capital Management, an estimated $1.66M sold.
Based on aggregated 13F filings for Q4 2013.