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DSUM

Invesco Chinese Yuan Dim Sum Bond ETF

Delisted

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

19 hedge funds and large institutions have $17.1M invested in Invesco Chinese Yuan Dim Sum Bond ETF in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% less funds holding

Funds holding: 2319 (-4)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

44% less capital invested

Capital invested by funds: $30.5M → $17.1M (-$13.4M)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
5
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$5.54M +$5.61M +235,200 New
OWP
2
Obermeyer Wealth Partners
Colorado
$4.14M -$188K -7,900 -4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.77M +$150K +6,285 +4%
Jane Street
4
Jane Street
New York
$1.52M +$404K +16,926 +36%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$456K +$462K +19,343 New
Bank of America
6
Bank of America
North Carolina
$339K -$706K -29,579 -67%
UBS Group
7
UBS Group
Switzerland
$240K -$436K -18,263 -64%
Morgan Stanley
8
Morgan Stanley
New York
$224K -$1.08M -45,168 -83%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$223K -$48.2K -2,019 -18%
BCM
10
Bluefin Capital Management
New York
$202K -$169K -7,084 -45%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$165K
MFS
12
MSI Financial Services
Massachusetts
$118K -$5.25K -220 -4%
EDRH
13
Edmond de Rothschild Holding
Switzerland
$53K
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$48K +$7.16K +300 +17%
ASN
15
Advisory Services Network
Georgia
$31K +$30.1K +1,260 +2,520%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$16K
DADC
17
D.A. Davidson & Co
Montana
$7K
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.45K +$1.26M +52,901 +57%
ECM
19
Evergreen Capital Management
Washington
-$11.5M -463,745 Closed
MC
20
Muhlenkamp & Co
Pennsylvania
-$5M -202,010 Closed
LPL Financial
21
LPL Financial
California
-$243K -9,832 Closed
US Bancorp
22
US Bancorp
Minnesota
-$16K -650 Closed
WTB
23
Washington Trust Bank
Washington
-$13K -520 Closed
BCM
24
Brookstone Capital Management
Illinois
-$3K -131 Closed

DSUM Hedge Fund Activity: Q3 2015 in Review

19 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) for Q3 2015, worth a combined $17.1M — down 44% from $30.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DSUM and 2 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $5.61M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $11.5M sold.

  • 19 institutional investors held Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) as of Q3 2015, down from 23 in Q2 2015.
  • Funds reported $17.1M of Invesco Chinese Yuan Dim Sum Bond ETF stock for Q3 2015, down 44% quarter-over-quarter.
  • 2 funds opened new Invesco Chinese Yuan Dim Sum Bond ETF positions in Q3 2015 and 6 closed out, a net change of -4 holders.
  • The largest Invesco Chinese Yuan Dim Sum Bond ETF buyer in Q3 2015 was Mirae Asset Global Investments, an estimated $5.61M added.
  • The largest Invesco Chinese Yuan Dim Sum Bond ETF seller in Q3 2015 was Evergreen Capital Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q3 2015.