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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 $44.2M invested in Invesco Chinese Yuan Dim Sum Bond ETF in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

18% more capital invested

Capital invested by funds: $37.5M → $44.2M (+$6.69M)

21% less funds holding

Funds holding: 2923 (-6)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
23
Holders Change
-6
Holders Change %
-20.69%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
6
Increased
7
Reduced
5
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
1
Evergreen Capital Management
Washington
$18.5M +$1.1M +45,653 +6%
MLIC
2
Mandatum Life Insurance Company
Finland
$9.7M +$10.2M +424,397 New
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$2.84M -$782K -32,516 -21%
VF
4
Virtu Financial
New York
$2.21M +$2.32M +96,496 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.17M -$62.2K -2,587 -3%
OWP
6
Obermeyer Wealth Partners
Colorado
$1.64M
LPL Financial
7
LPL Financial
California
$1.46M -$25.9K -1,079 -2%
SWP
8
Stratos Wealth Partners
Ohio
$1.09M +$328K +13,634 +40%
Morgan Stanley
9
Morgan Stanley
New York
$896K +$449K +18,677 +91%
Jane Street
10
Jane Street
New York
$848K +$160K +6,654 +22%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$744K +$783K +32,550 New
CCM
12
Crabel Capital Management
California
$684K -$59K -2,456 -8%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$510K +$536K +22,310 New
Bank of America
14
Bank of America
North Carolina
$409K -$121K -5,039 -22%
UBS Group
15
UBS Group
Switzerland
$232K +$177K +7,372 +267%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$210K
AG
17
Advisor Group
Arizona
$18K +$2.55K +106 +15%
CBT
18
Capital Bank & Trust
California
$12K +$12.7K +529 New
Citigroup
19
Citigroup
New York
$7K +$7.77K +323 New
MPWT
20
MassMutual Private Wealth & Trust
Connecticut
$5.94K
BlackRock
21
BlackRock
New York
$2K +$24 +1 +1%
WI
22
WBI Investments
New Jersey
-$2.66M -109,219 Closed
HighTower Advisors
23
HighTower Advisors
Illinois
-$880K -36,158 Closed
BCM
24
Bluefin Capital Management
New York
-$742K -30,473 Closed
MIAN
25
Mariner Independent Advisor Network
Kansas
-$619K -25,466 Closed

DSUM Hedge Fund Activity: Q2 2018 in Review

23 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) for Q2 2018, worth a combined $44.2M — up 18% from $37.5M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DSUM and 6 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 7 added.

The largest buyer was Mandatum Life Insurance Company, opening a new position worth an estimated $10.2M. The largest seller was WBI Investments, exiting entirely with an estimated $2.66M sold.

  • 23 institutional investors held Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) as of Q2 2018, down from 29 in Q1 2018.
  • Funds reported $44.2M of Invesco Chinese Yuan Dim Sum Bond ETF stock for Q2 2018, up 18% quarter-over-quarter.
  • 6 funds opened new Invesco Chinese Yuan Dim Sum Bond ETF positions in Q2 2018 and 11 closed out, a net change of -5 holders.
  • The largest Invesco Chinese Yuan Dim Sum Bond ETF buyer in Q2 2018 was Mandatum Life Insurance Company, an estimated $10.2M added.
  • The largest Invesco Chinese Yuan Dim Sum Bond ETF seller in Q2 2018 was WBI Investments, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2018.