Invesco Dorsey Wright Consumer Staples Momentum ETF
55 hedge funds and large institutions have $192M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 28 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
6% more funds holding
Funds holding: 52 → 55 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2.07% less ownership
Funds ownership: 68.98% → 66.91% (-2.1%)
14% less capital invested
Capital invested by funds: $222M → $192M (-$30.6M)
57% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$4.27M |
| 2 |
Jane Street
New York
|
+$2.37M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$823K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$548K |
| 5 |
SG Americas Securities
New York
|
+$522K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$7.65M |
| 2 |
Morgan Stanley
New York
|
-$7.37M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.07M |
| 4 |
LPL Financial
San Diego,
California
|
-$4.8M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.63M |
PSL Hedge Fund Activity: Q2 2016 in Review
55 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q2 2016, worth a combined $192M — down 14% from $222M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PSL positions and 6 closed out — a net gain of 4 holders — while 12 added to existing stakes and 28 trimmed.
The largest buyer was Invesco, adding an estimated $4.27M. The largest seller was Transamerica Financial Advisors, cutting an estimated $7.65M.
- 55 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q2 2016, up from 52 in Q1 2016.
- Funds reported $192M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q2 2016, down 14% quarter-over-quarter.
- 10 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q2 2016 and 6 closed out, a net change of +4 holders.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q2 2016 was Invesco, an estimated $4.27M added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q2 2016 was Transamerica Financial Advisors, an estimated $7.65M sold.
Based on aggregated 13F filings for Q2 2016.