Invesco Dorsey Wright Consumer Staples Momentum ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.22M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$669K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$480K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$472K |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$468K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.78M |
| 2 |
Goldman Sachs
New York
|
-$3.3M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.06M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$854K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$699K |
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.