Invesco Dorsey Wright Consumer Staples Momentum ETF
51 hedge funds and large institutions have $31.5M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
21% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 14
16% more capital invested
Capital invested by funds: $27.1M → $31.5M (+$4.42M)
0% more funds holding
Funds holding: 51 → 51 (0)
3.75% less ownership
Funds ownership: 32.38% → 28.63% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.27M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
+$1.03M |
| 3 |
Goldman Sachs
New York
|
+$722K |
| 4 |
MWM
Meridian Wealth Management
Lexington,
Kentucky
|
+$200K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$193K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$326K |
| 2 |
SWM
Selective Wealth Management
Forest,
Virginia
|
-$202K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$70.8K |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$52K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$48.2K |
PSL Hedge Fund Activity: Q3 2024 in Review
51 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q3 2024, worth a combined $31.5M — up 16% from $27.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PSL positions and 3 closed out — a net gain of 1 holder — while 17 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.27M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $326K sold.
- 51 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $31.5M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q3 2024, up 16% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q3 2024 and 3 closed out, a net change of +1 holder.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q3 2024 was Morgan Stanley, an estimated $1.27M added.
- The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q3 2024 was Susquehanna International Group, an estimated $326K sold.
Based on aggregated 13F filings for Q3 2024.