Invesco Dorsey Wright Consumer Staples Momentum ETF
54 hedge funds and large institutions have $56.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 3 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
2.13% less ownership
Funds ownership: 53.69% → 51.56% (-2.1%)
4% less funds holding
Funds holding: 56 → 54 (-2)
11% less capital invested
Capital invested by funds: $64.1M → $56.7M (-$7.36M)
21% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$707K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$617K |
| 3 |
PGFC
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
+$569K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$511K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$176K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Calton & Associates
Tampa,
Florida
|
-$1.42M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.34M |
| 3 |
LPL Financial
San Diego,
California
|
-$848K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$595K |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$526K |
PSL Hedge Fund Activity: Q3 2022 in Review
54 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q3 2022, worth a combined $56.7M — down 11% from $64.1M a quarter earlier.
Fund positioning in PSL was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 19 added to existing stakes and 24 trimmed.
The largest buyer was Ameriprise, adding an estimated $707K. The largest seller was Calton & Associates, cutting an estimated $1.42M.
- 54 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q3 2022, down from 56 in Q2 2022.
- Funds reported $56.7M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q3 2022, down 11% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q3 2022 and 3 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q3 2022 was Ameriprise, an estimated $707K added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q3 2022 was Calton & Associates, an estimated $1.42M sold.
Based on aggregated 13F filings for Q3 2022.