Invesco Dorsey Wright Consumer Staples Momentum ETF
18 hedge funds and large institutions have $13M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
6% more funds holding
Funds holding: 17 → 18 (+1)
4.3% less ownership
Funds ownership: 37.45% → 33.15% (-4.3%)
18% less capital invested
Capital invested by funds: $15.9M → $13M (-$2.91M)
44% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$564K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$35.7K |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$15.8K |
| 4 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
+$13.9K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$8.76K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$2.85M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$427K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$368K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$102K |
| 5 |
LPL Financial
San Diego,
California
|
-$81.5K |
PSL Hedge Fund Activity: Q2 2014 in Review
18 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q2 2014, worth a combined $13M — down 18% from $15.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PSL positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 9 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $564K. The largest seller was UBS, cutting an estimated $2.85M.
- 18 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q2 2014, up from 17 in Q1 2014.
- Funds reported $13M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q2 2014, down 18% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q2 2014 and 2 closed out, a net change of +1 holder.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q2 2014 was Royal Bank of Canada, an estimated $564K added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q2 2014 was UBS, an estimated $2.85M sold.
Based on aggregated 13F filings for Q2 2014.