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Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) Institutional Ownership

Invesco Dorsey Wright Consumer Staples Momentum ETF logo
$103.10 -1.98 (-1.89%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Consumer Staples Momentum ETF (NASDAQ:PSL)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$5.83M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$1.03M
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PSL Institutional Buying and Selling by Quarter

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Invesco Dorsey Wright Consumer Staples Momentum ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Cetera Investment Advisers16,116$1.69M0.0%-1.4%1.919%
2/17/2025 Citadel Advisors LLC4,074$428K0.0%N/A0.485%
2/17/2025 Bank of America Corp DE29,980$3.15M0.0%+0.4%3.569%
2/17/2025 Benjamin Edwards Inc.2,351$247K0.0%N/A0.280%
2/14/2025 Capital Analysts LLC578$61K0.0%-17.2%0.069%
2/14/2025 Tower Research Capital LLC TRC 1,530$161K0.0%-64.0%0.182%
2/13/2025 Raymond James Financial Inc.3,556$373K0.0%N/A0.423%
2/13/2025 Peapack Gladstone Financial Corp5,449$572K0.0%-6.0%0.649%
2/13/2025 Wells Fargo & Company MN10,553$1.11M0.0%+4.8%1.256%
2/12/2025 Howe & Rusling Inc.260$27K0.0%-35.2%0.031%
2/11/2025 LPL Financial LLC27,379$2.87M0.0%+21.6%3.259%
2/10/2025 Commonwealth Equity Services LLC20,081$2.11M0.0%-1.5%2.391%
2/10/2025 Avantax Advisory Services Inc.5,019$527K0.0%-2.8%0.598%
2/6/2025 Raymond James Financial Inc.3,556$373K0.0%N/A0.423%
2/6/2025 Jones Financial Companies Lllp252$26K0.0%+265.2%0.030%
2/3/2025 Pacific Sun Financial Corp4,641$487K0.3%-3.7%0.553%
1/31/2025 Global Retirement Partners LLC857$90K0.0%+21.6%0.102%
1/31/2025 J.W. Cole Advisors Inc.4,433$465K0.0%-8.7%0.528%
1/27/2025 IMC Chicago LLC18,258$1.92M0.0%+74.6%2.075%
1/27/2025 Stratos Wealth Partners LTD.3,241$340K0.0%-5.8%0.368%
1/21/2025 Geneos Wealth Management Inc.2,524$265K0.0%-5.6%0.290%
11/26/2024 Peapack Gladstone Financial Corp5,799$591K0.0%-3.1%0.667%
11/18/2024 Sunbelt Securities Inc.1,875$191K0.0%+46,775.0%0.216%
11/13/2024 Transamerica Financial Advisors Inc.1,052$108K0.0%-33.4%0.121%
11/12/2024 Meridian Wealth Management LLC2,022$206K0.0%N/A0.232%
11/8/2024 Howe & Rusling Inc.401$41K0.0%N/A0.046%
10/31/2024 JNBA Financial Advisors2,516$256K0.0%-11.8%0.283%
10/24/2024 J.W. Cole Advisors Inc.4,858$495K0.0%-3.8%0.546%
10/9/2024 Maltin Wealth Management Inc.6,250$636K0.3%+10.6%0.702%
8/22/2024 Cetera Investment Advisers14,382$1.40M0.0%-15.4%1.672%
8/8/2024 J.W. Cole Advisors Inc.5,049$491K0.0%-7.3%0.587%
7/31/2024 Commonwealth Equity Services LLC19,593$1.91M0.0%+1.4%2.278%
7/25/2024 New Millennium Group LLC278$27K0.0%N/A0.032%
7/10/2024 Selective Wealth Management Inc.2,114$202K0.1%N/A0.246%
5/24/2024 Cetera Investment Advisers16,993$1.66M0.0%N/A1.931%
5/16/2024 B. Riley Wealth Advisors Inc.5,172$505K0.0%+2.1%0.594%
5/8/2024 Avantax Advisory Services Inc.6,601$645K0.0%-4.3%0.750%
5/4/2024 Geneos Wealth Management Inc.2,674$261K0.0%-12.3%0.304%
5/1/2024 Janney Montgomery Scott LLC2,863$280K0.0%-6.3%0.325%
4/30/2024 J.W. Cole Advisors Inc.5,447$532K0.0%N/A0.619%
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4/16/2024 Maltin Wealth Management Inc.5,582$545K0.3%+4.3%0.627%
3/15/2024 B. Riley Wealth Advisors Inc.5,064$463K0.0%-2.1%0.556%
2/8/2024 Pacific Sun Financial Corp4,871$446K0.3%-2.8%0.535%
1/30/2024 Capital Analysts LLC682$62K0.0%+184.2%0.074%
1/26/2024 Geneos Wealth Management Inc.3,049$279K0.0%-21.9%0.331%
1/24/2024 International Assets Investment Management LLC3,020$276K0.0%N/A0.328%
12/1/2023 B. Riley Wealth Advisors Inc.5,172$432K0.0%+3.1%0.544%
11/13/2023 PNC Financial Services Group Inc.313$26K0.0%+236.6%0.033%
11/8/2023 Janney Montgomery Scott LLC3,827$319K0.0%-95.0%0.403%
11/8/2023 Avantax Advisory Services Inc.6,883$574K0.0%N/A0.725%
11/6/2023 Sigma Planning Corp37,451$3.13M0.1%+40.0%3.942%
10/24/2023 Stratos Wealth Partners LTD.3,524$294K0.0%-10.1%0.367%
10/24/2023Raymond James Financial Services Advisors Inc.2,534$211K0.0%-6.4%0.261%
10/24/2023 Cambridge Investment Research Advisors Inc.5,451$455K0.0%-29.9%0.562%
10/12/2023 IMC Chicago LLC17,216$1.44M0.0%N/A1.705%
8/18/2023 SFI Advisors LLC2,783$242K0.2%-86.2%0.209%
8/10/2023 Commonwealth Equity Services LLC20,095$1.74M0.0%+2.3%1.511%
8/10/2023Cetera Advisor Networks LLC17,417$1.51M0.0%-5.3%1.310%
8/4/2023 Parallel Advisors LLC525$46K0.0%N/A0.039%
8/3/2023 SPC Financial Inc.8,304$721K0.1%+6.0%0.624%
8/3/2023 Scotia Capital Inc.6,865$596K0.0%+4.8%0.516%
8/2/2023 Silver Oak Securities Incorporated9,806$851K0.1%+17.4%0.737%
8/2/2023 Sigma Planning Corp26,748$2.32M0.1%-23.2%2.011%
7/31/2023 LPL Financial LLC23,739$2.06M0.0%+9.9%1.785%
7/27/2023 B. Riley Wealth Advisors Inc.5,016$435K0.0%-7.5%0.374%
7/26/2023 Janney Montgomery Scott LLC75,833$6.58M0.0%-2.1%5.659%
7/18/2023 Fiduciary Alliance LLC312$27K0.0%N/A0.023%
7/18/2023 Stratos Wealth Partners LTD.3,920$340K0.0%+4.6%0.293%
7/17/2023 Genesee Capital Advisors LLC15,220$1.32M0.9%+11.6%1.136%
7/13/2023 Cambridge Investment Research Advisors Inc.7,771$674K0.0%+26.6%0.580%
7/12/2023 Pacific Sun Financial Corp5,381$463K0.3%N/A0.402%
7/11/2023 Selective Wealth Management Inc.2,344$202K0.1%N/A0.175%
5/11/2023 Scotia Capital Inc.6,549$564K0.0%+66.8%0.478%
5/10/2023 Private Advisor Group LLC3,538$305K0.0%N/A0.258%
5/9/2023 SPC Financial Inc.7,832$674K0.1%+3.1%0.572%
5/9/2023 Tower Research Capital LLC TRC6,558$565K0.0%-4.5%0.479%
5/8/2023 Sigma Planning Corp34,811$3.00M0.1%+958.1%2.541%
5/8/2023 Global Retirement Partners LLC705$62K0.0%+40.2%0.051%
5/3/2023 MTM Investment Management LLC1,329$114K0.1%-8.0%0.096%
4/28/2023 Janney Montgomery Scott LLC77,493$6.67M0.0%+3.4%5.656%
4/24/2023 IMC Chicago LLC16,536$1.42M0.0%-19.6%1.207%
4/18/2023 Genesee Capital Advisors LLC13,640$1.18M0.8%-6.4%0.981%
2/17/2023 Maltin Wealth Management Inc.5,031$416K0.3%+26.8%0.347%
2/9/2023 Scotia Capital Inc.3,927$325K0.0%-23.3%0.271%
2/9/2023 IMC Chicago LLC20,569$1.70M0.0%N/A1.419%
2/9/2023 Citigroup Inc.260,000$21.49M0.0%N/A17.931%
2/8/2023 Cambridge Investment Research Advisors Inc.6,285$520K0.0%+5.3%0.433%
2/7/2023 Commonwealth Equity Services LLC19,642$1.62M0.0%-3.5%1.355%
2/7/2023Benjamin F. Edwards & Company Inc.455$38K0.0%+52.7%0.031%
2/7/2023 LPL Financial LLC30,292$2.50M0.0%+17.2%2.089%
Alert: DOGE goes live (Ad)

Elon will most likely be at the helm of it all. And just days from now, could bring about the biggest economic transformation in American history. See, there's one particular part of Elon and Trump's plans that you need to pay special attention to right now.

2/7/2023 Lansing Street Advisors437$36K0.0%-52.4%0.030%
2/2/2023 Silver Oak Securities Incorporated8,349$690K0.1%-2.2%0.576%
2/1/2023 Janney Montgomery Scott LLC74,937$6.19M0.0%+0.4%5.168%
2/1/2023 SPC Financial Inc.7,597$628K0.1%-2.1%0.524%
1/20/2023 Genesee Capital Advisors LLC14,576$1.21M0.9%+3.0%1.005%
1/19/2023 Fiduciary Alliance LLC312$26K0.0%N/A0.021%
1/18/2023 Calton & Associates Inc.3,180$263K0.1%-10.5%0.215%
1/18/2023 Private Advisor Group LLC29,366$364.30M0.0%+4.2%1.984%
1/13/2023 First Heartland Consultants Inc.24,658$2.04M0.3%N/A1.644%
11/14/2022 Transamerica Financial Advisors Inc.176,369$13.20M1.9%-3.6%12.080%
(Data available from 1/1/2016 forward)

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PSL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSL shares?

During the previous two years, 44 institutional investors and hedge funds held shares of Invesco Dorsey Wright Consumer Staples Momentum ETF. The most heavily invested institutionals were Bank of America Corp DE ($3.15M), Sigma Planning Corp ($3.13M), LPL Financial LLC ($2.87M), Commonwealth Equity Services LLC ($2.11M), IMC Chicago LLC ($1.92M), Cetera Investment Advisers ($1.69M), and Cetera Advisor Networks LLC ($1.51M).Learn more on PSL's institutional investors.

Which institutional investors have been buying Invesco Dorsey Wright Consumer Staples Momentum ETF stock?

Of the 35 institutional investors that purchased Invesco Dorsey Wright Consumer Staples Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sigma Planning Corp ($42.22K), IMC Chicago LLC ($25.02K), Cetera Investment Advisers ($16.99K), Raymond James Financial Inc. ($7.11K), LPL Financial LLC ($7.00K), Avantax Advisory Services Inc. ($6.88K), and J.W. Cole Advisors Inc. ($5.45K).

How much institutional buying is happening at Invesco Dorsey Wright Consumer Staples Momentum ETF?

Institutional investors have bought a total of 153,553 shares in the last 24 months. This purchase volume represents approximately $17.54M in transactions.

Which Invesco Dorsey Wright Consumer Staples Momentum ETF major shareholders have been selling company stock?

Of the 23 institutional investors that sold Invesco Dorsey Wright Consumer Staples Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($73.86K), SFI Advisors LLC ($17.41K), Sigma Planning Corp ($8.06K), IMC Chicago LLC ($4.03K), Tower Research Capital LLC TRC ($3.03K), Cetera Investment Advisers ($2.83K), and Cambridge Investment Research Advisors Inc. ($2.32K).

How much institutional selling is happening at Invesco Dorsey Wright Consumer Staples Momentum ETF?

Institutional investors have sold a total of 119,962 shares in the last 24 months. This volume of shares sold represents approximately $10.78M in transactions.



This page (NASDAQ:PSL) was last updated on 3/13/2025 by MarketBeat.com Staff
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