Invesco Dorsey Wright Consumer Staples Momentum ETF
15 hedge funds and large institutions have $12.9M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2013 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
11% more capital invested
Capital invested by funds: $11.6M → $12.9M (+$1.32M)
1.47% more ownership
Funds ownership: 30.96% → 32.43% (+1.5%)
6% less funds holding
Funds holding: 16 → 15 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$410K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$330K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$169K |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$145K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$50.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$385K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$110K |
| 3 |
Citigroup
New York
|
-$58K |
| 4 |
MCM
Murphy Capital Management
Bedminster,
New Jersey
|
-$16.4K |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$14.1K |
PSL Hedge Fund Activity: Q4 2013 in Review
15 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q4 2013, worth a combined $12.9M — up 11% from $11.6M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of PSL and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 8 added.
The largest buyer was SignalPoint Asset Management, adding an estimated $410K. The largest seller was Morgan Stanley, cutting an estimated $385K.
- 15 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q4 2013, down from 16 in Q3 2013.
- Funds reported $12.9M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q4 2013, up 11% quarter-over-quarter.
- 0 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q4 2013 and 1 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q4 2013 was SignalPoint Asset Management, an estimated $410K added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q4 2013 was Morgan Stanley, an estimated $385K sold.
Based on aggregated 13F filings for Q4 2013.