Invesco Dorsey Wright Consumer Staples Momentum ETF
58 hedge funds and large institutions have $264M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 9 closing their positions.
243% more capital inflows, than outflows
Capital inflows: $136M | Capital outflows: $39.7M
222% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 9
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
9% more funds holding
Funds holding: 53 → 58 (+5)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$38.3M |
| 2 |
SMG
Spectrum Management Group
Indianapolis,
Indiana
|
+$24.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$18.7M |
| 4 |
Morgan Stanley
New York
|
+$15.4M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$8.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$11.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.1M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$8.59M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.19M |
| 5 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
-$2.11M |
PSL Hedge Fund Activity: Q4 2015 in Review
58 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q4 2015, worth a combined $264M — up 65% from $160M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PSL positions and 9 closed out — a net gain of 5 holders — while 29 added to existing stakes and 9 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $38.3M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $11.2M sold.
- 58 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q4 2015, up from 53 in Q3 2015.
- Funds reported $264M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q4 2015, up 65% quarter-over-quarter.
- 14 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q4 2015 and 9 closed out, a net change of +5 holders.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q4 2015 was Invesco, an estimated $38.3M added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q4 2015 was Niemann Capital Management, an estimated $11.2M sold.
Based on aggregated 13F filings for Q4 2015.