Invesco Dorsey Wright Consumer Staples Momentum ETF
36 hedge funds and large institutions have $32.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 21 reducing their positions, and 7 closing their positions.
12% less funds holding
Funds holding: 41 → 36 (-5)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
81% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 21
89% less capital inflows, than outflows
Capital inflows: $1.61M | Capital outflows: $14.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.25M |
| 2 |
Private Advisor Group
Morristown,
New Jersey
|
+$62.7K |
| 3 |
JP Morgan Chase
New York
|
+$35.8K |
| 4 |
MAS
Madden Advisory Services
Jacksonville,
Florida
|
+$26.2K |
| 5 |
MCM
Murphy Capital Management
Bedminster,
New Jersey
|
+$16.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.56M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.89M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.72M |
| 4 |
Jane Street
New York
|
-$1.57M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.11M |
PSL Hedge Fund Activity: Q1 2017 in Review
36 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q1 2017, worth a combined $32.7M — down 23% from $42.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PSL and 3 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 4 added.
The largest buyer was LPL Financial, adding an estimated $1.25M. The largest seller was Morgan Stanley, cutting an estimated $2.56M.
- 36 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q1 2017, down from 41 in Q4 2016.
- Funds reported $32.7M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q1 2017, down 23% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q1 2017 and 7 closed out, a net change of -4 holders.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q1 2017 was LPL Financial, an estimated $1.25M added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q1 2017 was Morgan Stanley, an estimated $2.56M sold.
Based on aggregated 13F filings for Q1 2017.