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DSUM

Invesco Chinese Yuan Dim Sum Bond ETF

Delisted

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

17 hedge funds and large institutions have $26.5M invested in Invesco Chinese Yuan Dim Sum Bond ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

22% more capital invested

Capital invested by funds: $21.7M → $26.5M (+$4.72M)

6% more funds holding

Funds holding: 1617 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
4
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$11M +$8.12M +377,132 +288%
MLIC
2
Mandatum Life Insurance Company
Finland
$10.6M +$576K +26,768 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.98M -$83.6K -3,882 -4%
OWP
4
Obermeyer Wealth Partners
Colorado
$1.21M -$167K -7,750 -12%
Bank of America
5
Bank of America
North Carolina
$600K +$195K +9,037 +48%
Citadel Advisors
6
Citadel Advisors
Florida
$552K +$550K +25,534 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$433K -$84.1K -3,907 -16%
UBS Group
8
UBS Group
Switzerland
$57K -$131K -6,065 -70%
Morgan Stanley
9
Morgan Stanley
New York
$35K -$315K -14,624 -90%
AIC
10
Ameritas Investment Company
Nebraska
$11K +$10.8K +500 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$8K -$4.3K -200 -37%
TRCT
12
Tower Research Capital (TRC)
New York
$4K +$4.33K +201 New
MPWT
13
MassMutual Private Wealth & Trust
Connecticut
$2.81K -$2.8K -130 -50%
BlackRock
14
BlackRock
New York
$2K +$22 +1 +0.9%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$1K +$689 +32 New
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
-$2.25M -103,612 Closed
LPL Financial
17
LPL Financial
California
-$1.26M -57,946 Closed
MIAN
18
Mariner Independent Advisor Network
Kansas
-$233K -10,829 Closed
CCM
19
Crabel Capital Management
California
-$206K -9,498 Closed
Fidelity Investments
20
Fidelity Investments
Massachusetts
+$22 +1 New

DSUM Hedge Fund Activity: Q4 2018 in Review

17 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) for Q4 2018, worth a combined $26.5M — up 22% from $21.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DSUM positions and 4 closed out — a net gain of 1 holder — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, adding an estimated $8.12M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $2.25M sold.

  • 17 institutional investors held Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) as of Q4 2018, up from 16 in Q3 2018.
  • Funds reported $26.5M of Invesco Chinese Yuan Dim Sum Bond ETF stock for Q4 2018, up 22% quarter-over-quarter.
  • 5 funds opened new Invesco Chinese Yuan Dim Sum Bond ETF positions in Q4 2018 and 4 closed out, a net change of +1 holder.
  • The largest Invesco Chinese Yuan Dim Sum Bond ETF buyer in Q4 2018 was Jane Street, an estimated $8.12M added.
  • The largest Invesco Chinese Yuan Dim Sum Bond ETF seller in Q4 2018 was Mirae Asset Global Investments, an estimated $2.25M sold.

Based on aggregated 13F filings for Q4 2018.