Invesco Dorsey Wright Consumer Staples Momentum ETF
48 hedge funds and large institutions have $28.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 5 closing their positions.
4% less funds holding
Funds holding: 50 → 48 (-2)
5.47% less ownership
Funds ownership: 39.88% → 34.41% (-5.5%)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
50% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 24
76% less capital inflows, than outflows
Capital inflows: $2.4M | Capital outflows: $9.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.78M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$229K |
| 3 |
Tower Research Capital (TRC)
New York
|
+$211K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$93K |
| 5 |
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$37.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$3.13M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.8M |
| 3 |
IMC Chicago
Chicago,
Illinois
|
-$1.44M |
| 4 |
Goldman Sachs
New York
|
-$820K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$727K |
PSL Hedge Fund Activity: Q4 2023 in Review
48 of the 6,873 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q4 2023, worth a combined $28.7M — down 15% from $33.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PSL and 3 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 12 added.
The largest buyer was Morgan Stanley, adding an estimated $1.78M. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $3.13M sold.
- 48 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q4 2023, down from 50 in Q3 2023.
- Funds reported $28.7M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q4 2023, down 15% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q4 2023 and 5 closed out, a net change of -2 holders.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.78M added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q4 2023 was Sigma Planning Corp, an estimated $3.13M sold.
Based on aggregated 13F filings for Q4 2023.