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Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL

48 hedge funds and large institutions have $39.1M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

7% more funds holding

Funds holding: 45 → 48 (+3)

4.15% less ownership

Funds ownership: 41.29% → 37.14% (-4.1%)

11% less capital invested

Capital invested by funds: $43.9M → $39.1M (-$4.78M)

43% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 21

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.22M
2
FTUS
Flow Traders U.S.
New York
+$669K
3
AWM
AE Wealth Management
Kansas
+$480K
4
GWM
Geneos Wealth Management
Colorado
+$472K
5
SS
Simplicity Solutions
Minnesota
+$468K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$6.78M
2
Goldman Sachs
Goldman Sachs
New York
-$3.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.06M
4
Citadel Advisors
Citadel Advisors
Florida
-$854K
5
UBS Group
UBS Group
Switzerland
-$699K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$385K +$7.59K +92 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$297K -$31.7K -385 -10%
JFA
28
JNBA Financial Advisors
Minnesota
$297K – – –
RJA
29
Raymond James & Associates
Florida
$285K +$272K +3,293 New
SWM
30
Selective Wealth Management
Virginia
$282K +$660 +8 +0.2%
MWM
31
Maltin Wealth Management
New Jersey
$281K +$495 +6 +0.2%
Citadel Advisors
32
Citadel Advisors
Florida
$232K -$854K -10,358 -80%
SPC
33
Sigma Planning Corp
Michigan
$228K +$217K +2,633 New
LA
34
LexAurum Advisors
Kansas
$222K +$211K +2,557 New
SS
35
Sunbelt Securities
Texas
$211K +$201K +2,439 New
KAS
36
Kestra Advisory Services
Texas
$207K +$197K +2,389 New
APA
37
American Portfolios Advisors
New York
$202K -$3.38K -41 -2%
SPIA
38
Steward Partners Investment Advisory
New York
$139K – – –
MIM
39
MTM Investment Management
South Carolina
$125K +$119K +1,444 New
BAM
40
Bellevue Asset Management
Washington
$92K -$9.48K -115 -10%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$53K +$9.23K +112 +23%
SW
42
SVB Wealth
Massachusetts
$45K – – –
TRCT
43
Tower Research Capital (TRC)
New York
$41K -$97.5K -1,182 -71%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
DWMG
45
DB Wealth Management Group
California
$5K +$5.2K +63 New
William Blair & Company
46
William Blair & Company
Illinois
$4K – – –
AF
47
Allworth Financial
California
$2K – – –
FCH
48
Freestone Capital Holdings
Washington
$1.91K – – –
RJFSA
49
Raymond James Financial Services Advisors
Florida
– -$363K -4,787 Closed
CAL
50
Capital Analysts LLC
Pennsylvania
– -$18K -238 Closed
1
2
3

PSL Hedge Fund Activity: Q4 2020 in Review

48 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q4 2020, worth a combined $39.1M — down 11% from $43.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PSL positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 21 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.22M. The largest seller was Ameriprise, cutting an estimated $6.78M.

  • 48 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q4 2020, up from 45 in Q3 2020.
  • Funds reported $39.1M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q4 2020, down 11% quarter-over-quarter.
  • 8 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q4 2020 and 4 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q4 2020 was LPL Financial, an estimated $1.22M added.
  • The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q4 2020 was Ameriprise, an estimated $6.78M sold.

Based on aggregated 13F filings for Q4 2020.