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

Invesco Dorsey Wright Consumer Staples Momentum ETF logo
$105.45 -0.37 (-0.35%)
(As of 12/20/2024 05:16 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Consumer Staples Momentum ETF (NASDAQ:PSL)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$3.30M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$603.97K
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PSL Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
7/31/2024Commonwealth 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%
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%
10/24/2023Stratos 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%
8/10/2023Commonwealth 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%
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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%
7/18/2023Stratos 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%
2/7/2023Commonwealth 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%
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%
11/10/2022 Tower Research Capital LLC TRC9,211$689K0.0%+30.9%0.631%
11/7/2022 JNBA Financial Advisors2,907$217K0.0%-6.7%0.199%
11/4/2022 Consolidated Planning Corp25,813$1.93M0.6%+1.3%1.768%
11/3/2022 Global Retirement Partners LLC400$33K0.0%+300.0%0.027%
10/31/2022 Calton & Associates Inc.3,555$266K0.2%-83.2%0.243%
10/27/2022 SPC Financial Inc.7,757$580K0.1%+9.9%0.531%
10/25/2022 Janney Montgomery Scott LLC74,604$5.58M0.0%-1.8%5.110%
10/24/2022Stratos Wealth Partners LTD.3,693$276K0.0%-5.1%0.253%
10/20/2022 Genesee Capital Advisors LLC14,157$1.06M0.8%+4.0%0.970%
10/20/2022 Silver Oak Securities Incorporated8,539$639K0.1%+83.3%0.585%
10/14/2022 Private Advisor Group LLC28,173$2.11M0.0%-2.1%1.930%
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9/9/2022B. Riley Wealth Management Inc.6,437$505K0.0%-24.8%0.426%
8/18/2022 New Millennium Group LLC333$26K0.0%N/A0.022%
8/13/2022 Consolidated Planning Corp25,493$2.00M0.6%N/A1.688%
8/11/2022Cetera Advisor Networks LLC17,927$1.41M0.0%+4.5%1.187%
8/11/2022 SFI Advisors LLC35,179$2.76M3.1%+2.3%2.330%
8/11/2022 Sigma Planning Corp3,290$258K0.0%+5.3%0.218%
8/5/2022 Scotia Capital Inc.6,650$522K0.0%N/A0.440%
8/3/2022 Janney Montgomery Scott LLC76,007$5.98M0.0%+1,170.0%5.034%
8/3/2022 SPC Financial Inc.7,061$554K0.1%N/A0.468%
8/2/2022 Belpointe Asset Management LLC1,654$130K0.0%+25.6%0.110%
(Data available from 1/1/2016 forward)

PSL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PSL shares?

During the previous two years, 43 institutional investors and hedge funds held shares of Invesco Dorsey Wright Consumer Staples Momentum ETF. The most heavily invested institutionals were Citigroup Inc. ($21.49M), Sigma Planning Corp ($3.13M), LPL Financial LLC ($2.06M), First Heartland Consultants Inc. ($2.04M), Commonwealth Equity Services LLC ($1.91M), Cetera Advisor Networks LLC ($1.51M), and IMC Chicago LLC ($1.44M).Learn more on PSL's institutional investors.

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

Of the 32 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: Citigroup Inc. ($260K), Sigma Planning Corp ($42.22K), IMC Chicago LLC ($37.79K), First Heartland Consultants Inc. ($24.66K), Cetera Investment Advisers ($16.99K), Avantax Advisory Services Inc. ($6.88K), and LPL Financial LLC ($6.59K).

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

Institutional investors have bought a total of 439,896 shares in the last 24 months. This purchase volume represents approximately $66.52M in transactions.

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

Of the 26 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), Cetera Investment Advisers ($2.61K), Cambridge Investment Research Advisors Inc. ($2.32K), and Geneos Wealth Management Inc. ($1.23K).

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

Institutional investors have sold a total of 118,118 shares in the last 24 months. This volume of shares sold represents approximately $10.77M in transactions.



This page (NASDAQ:PSL) was last updated on 12/21/2024 by MarketBeat.com Staff
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