Invesco Dorsey Wright Consumer Staples Momentum ETF
50 hedge funds and large institutions have $33.6M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 9 closing their positions.
4.12% more ownership
Funds ownership: 35.76% → 39.88% (+4.1%)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
7% less funds holding
Funds holding: 54 → 50 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
78% less capital inflows, than outflows
Capital inflows: $6.24M | Capital outflows: $28.6M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
+$1.49M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.43M |
| 3 |
Goldman Sachs
New York
|
+$1.14M |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$926K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$595K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$14.5M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$6.23M |
| 3 |
Morgan Stanley
New York
|
-$1.86M |
| 4 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
-$1.32M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$851K |
PSL Hedge Fund Activity: Q3 2023 in Review
50 of the 6,314 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q3 2023, worth a combined $33.6M — down 41% from $57.4M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PSL and 5 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 15 added.
The largest buyer was IMC Chicago, opening a new position worth an estimated $1.49M. The largest seller was Transamerica Financial Advisors, cutting an estimated $14.5M.
- 50 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q3 2023, down from 54 in Q2 2023.
- Funds reported $33.6M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q3 2023, down 41% quarter-over-quarter.
- 5 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q3 2023 and 9 closed out, a net change of -4 holders.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q3 2023 was IMC Chicago, an estimated $1.49M added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q3 2023 was Transamerica Financial Advisors, an estimated $14.5M sold.
Based on aggregated 13F filings for Q3 2023.