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DSUM

Invesco Chinese Yuan Dim Sum Bond ETF

Delisted

DSUM was delisted on the 20th of February, 2019.

23 hedge funds and large institutions have $30.5M invested in Invesco Chinese Yuan Dim Sum Bond ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

21% more funds holding

Funds holding: 1923 (+4)

17% more capital invested

Capital invested by funds: $26.1M → $30.5M (+$4.43M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
7
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1
Evergreen Capital Management
Washington
$11.5M -$95.5K -3,885 -0.8%
MC
2
Muhlenkamp & Co
Pennsylvania
$5M +$4.97M +202,010 New
OWP
3
Obermeyer Wealth Partners
Colorado
$4.55M +$49.2K +2,000 +1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.81M +$631K +25,650 +20%
Morgan Stanley
5
Morgan Stanley
New York
$1.35M +$234K +9,499 +21%
Jane Street
6
Jane Street
New York
$1.17M +$892K +36,275 +325%
Bank of America
7
Bank of America
North Carolina
$1.09M +$270K +10,988 +33%
UBS Group
8
UBS Group
Switzerland
$704K +$158K +6,415 +29%
BCM
9
Bluefin Capital Management
New York
$388K -$2.61M -106,086 -87%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$284K +$282K +11,480 New
LPL Financial
11
LPL Financial
California
$243K +$242K +9,832 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$173K -$24.6K -1,000 -13%
MFS
13
MSI Financial Services
Massachusetts
$130K +$38.7K +1,572 +43%
EDRH
14
Edmond de Rothschild Holding
Switzerland
$56K +$55.6K +2,260 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$42K -$27.3K -1,110 -39%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$17K
US Bancorp
17
US Bancorp
Minnesota
$16K
WTB
18
Washington Trust Bank
Washington
$13K
DADC
19
D.A. Davidson & Co
Montana
$7K
BCM
20
Brookstone Capital Management
Illinois
$3K +$3.22K +131 New
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.31K +$2.3M +93,496 New
ASN
22
Advisory Services Network
Georgia
$1K
SC
23
Scotia Capital
Ontario, Canada
-$965K -39,837 Closed
BW
24
Bison Wealth
Georgia
-$246K -10,174 Closed

DSUM Hedge Fund Activity: Q2 2015 in Review

23 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) for Q2 2015, worth a combined $30.5M — up 17% from $26.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DSUM positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Muhlenkamp & Co, opening a new position worth an estimated $4.97M. The largest seller was Bluefin Capital Management, cutting an estimated $2.61M.

  • 23 institutional investors held Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) as of Q2 2015, up from 19 in Q1 2015.
  • Funds reported $30.5M of Invesco Chinese Yuan Dim Sum Bond ETF stock for Q2 2015, up 17% quarter-over-quarter.
  • 6 funds opened new Invesco Chinese Yuan Dim Sum Bond ETF positions in Q2 2015 and 2 closed out, a net change of +4 holders.
  • The largest Invesco Chinese Yuan Dim Sum Bond ETF buyer in Q2 2015 was Muhlenkamp & Co, an estimated $4.97M added.
  • The largest Invesco Chinese Yuan Dim Sum Bond ETF seller in Q2 2015 was Bluefin Capital Management, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2015.