Invesco Dorsey Wright Consumer Staples Momentum ETF
29 hedge funds and large institutions have $37.3M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 5 closing their positions.
58% more capital invested
Capital invested by funds: $23.6M → $37.3M (+$13.7M)
11.5% more ownership
Funds ownership: 32.98% → 44.48% (+11%)
3% less funds holding
Funds holding: 30 → 29 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $356K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
+$7.04M |
| 2 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$6.34M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$770K |
| 4 |
Morgan Stanley
New York
|
+$384K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$278K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.17M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$329K |
| 3 |
Citigroup
New York
|
-$304K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$214K |
| 5 |
Jane Street
New York
|
-$192K |
PSL Hedge Fund Activity: Q1 2018 in Review
29 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q1 2018, worth a combined $37.3M — up 58% from $23.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PSL and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 7 added.
The largest buyer was Advisor Group, adding an estimated $7.04M. The largest seller was Susquehanna International Group, cutting an estimated $1.17M.
- 29 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q1 2018, down from 30 in Q4 2017.
- Funds reported $37.3M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q1 2018, up 58% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q1 2018 and 5 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q1 2018 was Advisor Group, an estimated $7.04M added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q1 2018 was Susquehanna International Group, an estimated $1.17M sold.
Based on aggregated 13F filings for Q1 2018.