Invesco Dorsey Wright Consumer Staples Momentum ETF
51 hedge funds and large institutions have $27.1M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 7 closing their positions.
4% less funds holding
Funds holding: 53 → 51 (-2)
4.18% less ownership
Funds ownership: 36.56% → 32.38% (-4.2%)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
62% less capital inflows, than outflows
Capital inflows: $1.85M | Capital outflows: $4.88M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$258K |
| 3 |
SWM
Selective Wealth Management
Forest,
Virginia
|
+$203K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$97.5K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$79K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.19M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$1.08M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$565K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$500K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$432K |
PSL Hedge Fund Activity: Q2 2024 in Review
51 of the 6,940 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q2 2024, worth a combined $27.1M — down 15% from $31.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PSL and 6 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 10 added.
The largest buyer was Goldman Sachs, adding an estimated $1.1M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $1.19M sold.
- 51 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q2 2024, down from 53 in Q1 2024.
- Funds reported $27.1M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q2 2024, down 15% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q2 2024 and 7 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q2 2024 was Goldman Sachs, an estimated $1.1M added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $1.19M sold.
Based on aggregated 13F filings for Q2 2024.