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

$99.04
+0.53 (+0.54%)
(As of 05/10/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$5.26M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.91M
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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
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%
3/15/2024B. 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%
1/30/2024Capital 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%
12/1/2023B. Riley Wealth Advisors Inc.5,172$432K0.0%+3.1%0.544%
11/13/2023PNC 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%
10/24/2023 Raymond 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%
8/18/2023SFI 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%
8/3/2023Scotia Capital Inc.6,865$596K0.0%+4.8%0.516%
8/2/2023Silver Oak Securities Incorporated9,806$851K0.1%+17.4%0.737%
8/2/2023 Sigma Planning Corp26,748$2.32M0.1%-23.2%2.011%
7/31/2023LPL Financial LLC23,739$2.06M0.0%+9.9%1.785%
7/27/2023B. 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%
5/11/2023Scotia 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%
5/9/2023Tower Research Capital LLC TRC6,558$565K0.0%-4.5%0.479%
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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%
2/9/2023Scotia Capital Inc.3,927$325K0.0%-23.3%0.271%
2/9/2023 IMC Chicago LLC20,569$1.70M0.0%N/A1.419%
2/9/2023Citigroup 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%
2/7/2023 Benjamin F. Edwards & Company Inc.455$38K0.0%+52.7%0.031%
2/7/2023LPL Financial LLC30,292$2.50M0.0%+17.2%2.089%
2/7/2023 Lansing Street Advisors437$36K0.0%-52.4%0.030%
2/2/2023Silver 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%
11/14/2022Transamerica Financial Advisors Inc.176,369$13.20M1.9%-3.6%12.080%
11/10/2022Tower 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%
10/24/2022 Stratos 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%
10/20/2022Silver 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%
9/9/2022B. Riley Wealth Management Inc.6,437$505K0.0%-24.8%0.426%
8/18/2022New 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%
8/11/2022SFI Advisors LLC35,179$2.76M3.1%+2.3%2.330%
8/11/2022 Sigma Planning Corp3,290$258K0.0%+5.3%0.218%
8/5/2022Scotia 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%
7/19/2022 Genesee Capital Advisors LLC13,607$1.07M0.7%N/A0.895%
7/19/2022Commonwealth Equity Services LLC19,627$1.54M0.0%+117.1%1.291%
7/13/2022 Private Advisor Group LLC28,775$2.26M0.0%+485.5%1.893%
7/13/2022Murphy Capital Management Inc.7,265$570K0.1%-2.2%0.478%
7/12/2022 Calton & Associates Inc.21,199$1.66M0.9%+62.8%1.395%
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5/16/2022SFI Advisors LLC34,393$2.95M1.8%+1.2%2.248%
5/12/2022Cetera Advisor Networks LLC17,156$1.47M0.0%+37.3%1.136%
5/10/2022B. Riley Wealth Management Inc.8,558$733K0.1%+17.5%0.574%
5/9/2022 Lincoln National Corp8,475$726K0.0%-74.3%0.569%
5/5/2022 Pacific Sun Financial Corp5,646$483K0.3%+3.8%0.381%
5/4/2022Advisor Group Holdings Inc.9,178$653K0.0%-19.8%0.620%
5/4/2022Commonwealth Equity Services LLC9,040$774K0.0%+5.5%0.611%
5/3/2022 Capital Investment Advisory Services LLC550$47K0.0%N/A0.047%
4/29/2022 JNBA Financial Advisors3,149$270K0.0%-8.3%0.267%
4/26/2022 Stratos Wealth Partners LTD.3,892$333K0.0%+24.6%0.330%
(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, 42 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), Transamerica Financial Advisors Inc. ($13.20M), Sigma Planning Corp ($3.13M), LPL Financial LLC ($2.06M), First Heartland Consultants Inc. ($2.04M), Consolidated Planning Corp ($1.93M), and Commonwealth Equity Services LLC ($1.74M).Learn more on PSL's institutional investors.

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

Of the 34 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), Janney Montgomery Scott LLC ($72.91K), Sigma Planning Corp ($42.39K), IMC Chicago LLC ($37.79K), Private Advisor Group LLC ($28.59K), Consolidated Planning Corp ($25.81K), and First Heartland Consultants Inc. ($24.66K).

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

Institutional investors have bought a total of 596,091 shares in the last 24 months. This purchase volume represents approximately $92.50M 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 ($75.26K), Calton & Associates Inc. ($18.02K), SFI Advisors LLC ($17.41K), Sigma Planning Corp ($8.06K), Transamerica Financial Advisors Inc. ($6.52K), IMC Chicago LLC ($4.03K), 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 142,735 shares in the last 24 months. This volume of shares sold represents approximately $14.69M in transactions.


This page (NASDAQ:PSL) was last updated on 5/12/2024 by MarketBeat.com Staff

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