Invesco Dorsey Wright Consumer Staples Momentum ETF
52 hedge funds and large institutions have $61.4M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 9 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less funds holding
Funds holding: 61 → 52 (-9)
22.22% less ownership
Funds ownership: 60.72% → 38.5% (-22%)
24% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 21
27% less capital invested
Capital invested by funds: $84.3M → $61.4M (-$22.9M)
78% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$2.64M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$786K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$338K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$269K |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$21.5M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.17M |
| 3 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
-$2.13M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$2.04M |
| 5 |
LPL Financial
San Diego,
California
|
-$729K |
PSL Hedge Fund Activity: Q1 2023 in Review
52 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q1 2023, worth a combined $61.4M — down 27% from $84.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PSL and 2 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 16 added.
The largest buyer was Sigma Planning Corp, adding an estimated $2.64M. The largest seller was Citigroup, exiting entirely with an estimated $21.5M sold.
- 52 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q1 2023, down from 61 in Q4 2022.
- Funds reported $61.4M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q1 2023, down 27% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q1 2023 and 9 closed out, a net change of -7 holders.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q1 2023 was Sigma Planning Corp, an estimated $2.64M added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q1 2023 was Citigroup, an estimated $21.5M sold.
Based on aggregated 13F filings for Q1 2023.