Invesco Dorsey Wright Consumer Staples Momentum ETF
52 hedge funds and large institutions have $222M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 29 reducing their positions, and 9 closing their positions.
3.13% less ownership
Funds ownership: 72.11% → 68.98% (-3.1%)
10% less funds holding
Funds holding: 58 → 52 (-6)
16% less capital invested
Capital invested by funds: $264M → $222M (-$42M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
52% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 29
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$5.52M |
| 2 |
Goldman Sachs
New York
|
+$2.28M |
| 3 |
AIG
American International Group
New York
|
+$2.17M |
| 4 |
VF
Virtu Financial
New York
|
+$2.05M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$10.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.21M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$5.39M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$4.86M |
PSL Hedge Fund Activity: Q1 2016 in Review
52 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q1 2016, worth a combined $222M — down 16% from $264M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PSL and 3 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 14 added.
The largest buyer was Invesco, adding an estimated $5.52M. The largest seller was Morgan Stanley, cutting an estimated $12M.
- 52 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q1 2016, down from 58 in Q4 2015.
- Funds reported $222M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q1 2016, down 16% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q1 2016 and 9 closed out, a net change of -6 holders.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q1 2016 was Invesco, an estimated $5.52M added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q1 2016 was Morgan Stanley, an estimated $12M sold.
Based on aggregated 13F filings for Q1 2016.