Invesco Dorsey Wright Consumer Staples Momentum ETF
50 hedge funds and large institutions have $172M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 27 reducing their positions, and 7 closing their positions.
0.03% more ownership
Funds ownership: 66.91% → 66.94% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less funds holding
Funds holding: 55 → 50 (-5)
10% less capital invested
Capital invested by funds: $192M → $172M (-$19.8M)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
48% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.63M |
| 2 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$3.04M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.28M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$2.17M |
| 5 |
VF
Virtu Financial
New York
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.71M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$4.53M |
| 3 |
Goldman Sachs
New York
|
-$2.93M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.69M |
| 5 |
Morgan Stanley
New York
|
-$1.47M |
PSL Hedge Fund Activity: Q3 2016 in Review
50 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q3 2016, worth a combined $172M — down 10% from $192M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PSL and 5 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 14 added.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $4.63M. The largest seller was Wells Fargo, cutting an estimated $6.71M.
- 50 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q3 2016, down from 55 in Q2 2016.
- Funds reported $172M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q3 2016, down 10% quarter-over-quarter.
- 5 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q3 2016 and 7 closed out, a net change of -2 holders.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q3 2016 was Janney Montgomery Scott, an estimated $4.63M added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q3 2016 was Wells Fargo, an estimated $6.71M sold.
Based on aggregated 13F filings for Q3 2016.