Invesco Dorsey Wright Consumer Staples Momentum ETF
54 hedge funds and large institutions have $57.4M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
4% more funds holding
Funds holding: 52 → 54 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.74% less ownership
Funds ownership: 38.5% → 35.76% (-2.7%)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
48% less capital inflows, than outflows
Capital inflows: $4.73M | Capital outflows: $9.11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.29M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.02M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$284K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$266K |
| 5 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.94M |
| 2 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$1.51M |
| 3 |
IMC Chicago
Chicago,
Illinois
|
-$1.42M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.02M |
| 5 |
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$698K |
PSL Hedge Fund Activity: Q2 2023 in Review
54 of the 6,387 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q2 2023, worth a combined $57.4M — down 6.4% from $61.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PSL positions and 8 closed out — a net gain of 2 holders — while 16 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.29M. The largest seller was Bank of America, cutting an estimated $1.94M.
- 54 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q2 2023, up from 52 in Q1 2023.
- Funds reported $57.4M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q2 2023, down 6.4% quarter-over-quarter.
- 10 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q2 2023 and 8 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q2 2023 was Morgan Stanley, an estimated $1.29M added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q2 2023 was Bank of America, an estimated $1.94M sold.
Based on aggregated 13F filings for Q2 2023.