Invesco Dorsey Wright Consumer Staples Momentum ETF
16 hedge funds and large institutions have $11.6M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.
2% less capital invested
Capital invested by funds: $11.8M → $11.6M (-$228K)
1.96% less ownership
Funds ownership: 32.92% → 30.96% (-2%)
11% less funds holding
Funds holding: 18 → 16 (-2)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$548K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$434K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$364K |
| 4 |
Citigroup
New York
|
+$58.1K |
| 5 |
Morgan Stanley
New York
|
+$20.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.06M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$654K |
| 3 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$514K |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$28.5K |
| 5 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$25.9K |
PSL Hedge Fund Activity: Q3 2013 in Review
16 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q3 2013, worth a combined $11.6M — down 1.9% from $11.8M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PSL and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 5 added.
The largest buyer was UBS, adding an estimated $548K. The largest seller was Bank of America, cutting an estimated $1.06M.
- 16 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q3 2013, down from 18 in Q2 2013.
- Funds reported $11.6M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q3 2013, down 1.9% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q3 2013 and 3 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q3 2013 was UBS, an estimated $548K added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q3 2013 was Bank of America, an estimated $1.06M sold.
Based on aggregated 13F filings for Q3 2013.