Invesco Dorsey Wright Consumer Staples Momentum ETF
53 hedge funds and large institutions have $31.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 24 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
11% more capital invested
Capital invested by funds: $28.7M → $31.7M (+$3.06M)
10% more funds holding
Funds holding: 48 → 53 (+5)
2.15% more ownership
Funds ownership: 34.41% → 36.56% (+2.2%)
71% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.59M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.14M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.04M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$511K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$300K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$805K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$765K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$614K |
| 4 |
Morgan Stanley
New York
|
-$557K |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$428K |
PSL Hedge Fund Activity: Q1 2024 in Review
53 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q1 2024, worth a combined $31.7M — up 11% from $28.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PSL positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 24 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.59M. The largest seller was UBS Group, cutting an estimated $805K.
- 53 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q1 2024, up from 48 in Q4 2023.
- Funds reported $31.7M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q1 2024, up 11% quarter-over-quarter.
- 7 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q1 2024 and 2 closed out, a net change of +5 holders.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.59M added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q1 2024 was UBS Group, an estimated $805K sold.
Based on aggregated 13F filings for Q1 2024.