Invesco Dorsey Wright Consumer Staples Momentum ETF
53 hedge funds and large institutions have $160M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 2 closing their positions.
8,307% more capital inflows, than outflows
Capital inflows: $142M | Capital outflows: $1.69M
1,200% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 2
467% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 3
77% more funds holding
Funds holding: 30 → 53 (+23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$29.8M |
| 2 |
Morgan Stanley
New York
|
+$14.2M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$12.5M |
| 4 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
+$11.6M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$1.05M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$478K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$137K |
| 4 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$21.8K |
| 5 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
-$6.11K |
PSL Hedge Fund Activity: Q3 2015 in Review
53 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q3 2015, worth a combined $160M — up 582% from $23.5M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new PSL positions and 2 closed out — a net gain of 24 holders — while 17 added to existing stakes and 3 trimmed.
The largest buyer was Transamerica Financial Advisors, adding an estimated $29.8M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $1.05M sold.
- 53 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q3 2015, up from 30 in Q2 2015.
- Funds reported $160M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q3 2015, up 582% quarter-over-quarter.
- 26 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q3 2015 and 2 closed out, a net change of +24 holders.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q3 2015 was Transamerica Financial Advisors, an estimated $29.8M added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q3 2015 was Virtu KCG Holdings, an estimated $1.05M sold.
Based on aggregated 13F filings for Q3 2015.