Invesco Dorsey Wright Consumer Staples Momentum ETF
47 hedge funds and large institutions have $35.1M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 9 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
2% less funds holding
Funds holding: 48 → 47 (-1)
10% less capital invested
Capital invested by funds: $39.1M → $35.1M (-$4.03M)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
11.6% less ownership
Funds ownership: 37.14% → 25.54% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.48M |
| 2 |
CA
Calton & Associates
Tampa,
Florida
|
+$795K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$426K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$391K |
| 5 |
KM
Kalos Management
Alpharetta,
Georgia
|
+$329K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.9M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$2.77M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.3M |
| 4 |
Morgan Stanley
New York
|
-$1.23M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$702K |
PSL Hedge Fund Activity: Q1 2021 in Review
47 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q1 2021, worth a combined $35.1M — down 10% from $39.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PSL and 8 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 15 added.
The largest buyer was LPL Financial, adding an estimated $1.48M. The largest seller was AE Wealth Management, cutting an estimated $2.9M.
- 47 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q1 2021, down from 48 in Q4 2020.
- Funds reported $35.1M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q1 2021, down 10% quarter-over-quarter.
- 8 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q1 2021 and 9 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q1 2021 was LPL Financial, an estimated $1.48M added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q1 2021 was AE Wealth Management, an estimated $2.9M sold.
Based on aggregated 13F filings for Q1 2021.