Invesco Dorsey Wright Consumer Staples Momentum ETF
20 hedge funds and large institutions have $13.6M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
11% more funds holding
Funds holding: 18 → 20 (+2)
5% more capital invested
Capital invested by funds: $13M → $13.6M (+$640K)
0.87% more ownership
Funds ownership: 33.15% → 34.02% (+0.87%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$427K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$300K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$80.5K |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$42.4K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$23.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$184K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$115K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$67.5K |
| 4 |
LPL Financial
San Diego,
California
|
-$60.8K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$56.2K |
PSL Hedge Fund Activity: Q3 2014 in Review
20 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q3 2014, worth a combined $13.6M — up 4.9% from $13M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PSL positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $427K. The largest seller was SignalPoint Asset Management, cutting an estimated $184K.
- 20 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q3 2014, up from 18 in Q2 2014.
- Funds reported $13.6M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q3 2014, up 4.9% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q3 2014 and 1 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q3 2014 was Susquehanna International Group, an estimated $427K added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q3 2014 was SignalPoint Asset Management, an estimated $184K sold.
Based on aggregated 13F filings for Q3 2014.