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DSUM

Invesco Chinese Yuan Dim Sum Bond ETF

Delisted

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

16 hedge funds and large institutions have $21.7M invested in Invesco Chinese Yuan Dim Sum Bond ETF in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

30% less funds holding

Funds holding: 2316 (-7)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

51% less capital invested

Capital invested by funds: $44.2M → $21.7M (-$22.5M)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
16
Holders Change
-7
Holders Change %
-30.43%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
1
Increased
7
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLIC
1
Mandatum Life Insurance Company
Finland
$10M +$844K +38,105 +9%
Jane Street
2
Jane Street
New York
$2.84M +$2.08M +93,717 +253%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$2.25M -$458K -20,660 -17%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.06M +$7.82K +353 +0.4%
OWP
5
Obermeyer Wealth Partners
Colorado
$1.38M -$177K -8,000 -11%
LPL Financial
6
LPL Financial
California
$1.26M -$135K -6,109 -10%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$520K +$36.3K +1,641 +7%
Bank of America
8
Bank of America
North Carolina
$405K +$18K +812 +5%
Morgan Stanley
9
Morgan Stanley
New York
$353K -$509K -22,971 -59%
MIAN
10
Mariner Independent Advisor Network
Kansas
$233K +$240K +10,829 New
CCM
11
Crabel Capital Management
California
$206K -$452K -20,428 -68%
UBS Group
12
UBS Group
Switzerland
$188K -$32K -1,443 -14%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$12K +$11.6K +524 +3,275%
MPWT
14
MassMutual Private Wealth & Trust
Connecticut
$5.64K
BlackRock
15
BlackRock
New York
$2K +$44 +2 +2%
ECM
16
Evergreen Capital Management
Washington
-$18.5M -811,167 Closed
VF
17
Virtu Financial
New York
-$2.21M -96,496 Closed
SWP
18
Stratos Wealth Partners
Ohio
-$1.09M -47,668 Closed
Manulife (Manufacturers Life Insurance)
19
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$744K -32,550 Closed
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
-$210K -9,187 Closed
AG
21
Advisor Group
Arizona
-$18K -806 Closed
CBT
22
Capital Bank & Trust
California
-$12K -529 Closed
Citigroup
23
Citigroup
New York
-$7K -323 Closed

DSUM Hedge Fund Activity: Q3 2018 in Review

16 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) for Q3 2018, worth a combined $21.7M — down 51% from $44.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of DSUM and 1 opened new positions — a net loss of 7 holders — while 6 trimmed existing stakes and 7 added.

The largest buyer was Jane Street, adding an estimated $2.08M. The largest seller was Evergreen Capital Management, exiting entirely with an estimated $18.5M sold.

  • 16 institutional investors held Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) as of Q3 2018, down from 23 in Q2 2018.
  • Funds reported $21.7M of Invesco Chinese Yuan Dim Sum Bond ETF stock for Q3 2018, down 51% quarter-over-quarter.
  • 1 fund opened new Invesco Chinese Yuan Dim Sum Bond ETF positions in Q3 2018 and 8 closed out, a net change of -7 holders.
  • The largest Invesco Chinese Yuan Dim Sum Bond ETF buyer in Q3 2018 was Jane Street, an estimated $2.08M added.
  • The largest Invesco Chinese Yuan Dim Sum Bond ETF seller in Q3 2018 was Evergreen Capital Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2018.