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Invesco Dorsey Wright Consumer Staples Momentum ETF

PSL

Market cap $84.6M

48 hedge funds and large institutions have $50.6M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New

Increased

Maintained

Reduced

Closed

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

2.67% less ownership

Funds ownership: 47.6% → 44.93% (-2.7%)

11% less funds holding

Funds holding: 54 → 48 (-6)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

38% less capital invested

Capital invested by funds: $81.1M → $50.6M (-$30.5M)

Holders

Holders Change

-6

Holders Change %

-11.11%

% of All Funds

1.06%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	Susquehanna International Group Bala Cynwyd, Pennsylvania	+$3.05M
2	Bank of America Charlotte, North Carolina	+$2.78M
3	LNC Lincoln National Corp Radnor, Pennsylvania	+$2.63M
4	Royal Bank of Canada Toronto, Ontario, Canada	+$2.08M
5	TRCT Tower Research Capital (TRC) New York	+$1.45M

Top Sellers

1	Commonwealth Equity Services Waltham, Massachusetts	-$9.93M
2	Ameriprise Minneapolis, Minnesota	-$5.98M
3	Morgan Stanley New York	-$4.65M
4	Wells Fargo San Francisco, California	-$394K
5	WWM Western Wealth Management Golden, Colorado	-$362K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 Citadel Advisors Miami, Florida	$316K	+$142K	+2,066	+58%
27	PSF 27 Pacific Sun Financial Los Angeles, California	$305K	+$67.2K	+980	+22%
28	28 Jane Street New York	$304K	+$371K	+5,410	New
29	KWM 29 Kingsview Wealth Management Grants Pass, Oregon	$298K	–	–	–
30	FDCDDQ 30 Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$291K	+$48.7K	+710	+16%
31	BFEC 31 Benjamin F. Edwards & Company St. Louis, Missouri	$263K	+$121K	+1,768	+61%
32	FAAS 32 First Allied Advisory Services San Diego, California	$252K	-$27.8K	-405	-8%
33	EH 33 Equitable Holdings New York	$249K	+$304K	+4,428	New
34	RJA 34 Raymond James & Associates St Petersburg, Florida	$211K	-$157K	-2,295	-38%
35	JFA 35 JNBA Financial Advisors Bloomington, Minnesota	$193K	–	–	–
36	SWM 36 Selective Wealth Management Forest, Virginia	$182K	+$343	+5	+0.2%
37	APA 37 American Portfolios Advisors Holbrook, New York	$136K	+$343	+5	+0.2%
38	SPIA 38 Steward Partners Investment Advisory New York	$90K	–	–	–
39	BAM 39 Bellevue Asset Management Bellevue, Washington	$70K	-$49.9K	-727	-39%
40	WQ 40 Wealth Quarterback Toms River, New Jersey	$39.4K	–	–	–
41	41 Fidelity Investments Boston, Massachusetts	$30K	-$4.46K	-65	-11%
42	SW 42 SVB Wealth Boston, Massachusetts	$29K	–	–	–
43	CAC 43 Certified Advisory Corp Altamonte Springs, Florida	$28K	–	–	–
44	AIC 44 Ameritas Investment Company Lincoln, Nebraska	$22K	+$27.1K	+395	New
45	CFGS 45 Concourse Financial Group Securities Birmingham, Alabama	$20K	-$3.84K	-56	-14%
46	46 Carson Wealth (CWM LLC) Omaha, Nebraska	$10K	–	–	–
47	AF 47 Allworth Financial Folsom, California	$3K	+$1.37K	+20	+71%
48	OPS 48 Orion Portfolio Solutions Omaha, Nebraska	$1K	–	–	–
49	WWM 49 Western Wealth Management Golden, Colorado	–	-$362K	-4,886	Closed
50	JWCA 50 J.W. Cole Advisors Tampa, Florida	–	-$338K	-4,564	Closed