Invesco Dorsey Wright Consumer Staples Momentum ETF
37 hedge funds and large institutions have $65.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 4 closing their positions.
485% more capital inflows, than outflows
Capital inflows: $18M | Capital outflows: $3.07M
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
16% more funds holding
Funds holding: 32 → 37 (+5)
7.51% more ownership
Funds ownership: 25.79% → 33.3% (+7.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.75M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.45M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.03M |
| 4 |
Jane Street
New York
|
+$1.61M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$1.24M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$955K |
| 3 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$353K |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
-$250K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$80.9K |
PSL Hedge Fund Activity: Q3 2018 in Review
37 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q3 2018, worth a combined $65.7M — up 31% from $50.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PSL positions and 4 closed out — a net gain of 5 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $6.75M. The largest seller was WBI Investments, exiting entirely with an estimated $1.24M sold.
- 37 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q3 2018, up from 32 in Q2 2018.
- Funds reported $65.7M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q3 2018, up 31% quarter-over-quarter.
- 9 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q3 2018 and 4 closed out, a net change of +5 holders.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q3 2018 was Morgan Stanley, an estimated $6.75M added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q3 2018 was WBI Investments, an estimated $1.24M sold.
Based on aggregated 13F filings for Q3 2018.