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PSL Institutional Ownership

Invesco Dorsey Wright Consumer Staples Momentum ETF
1W: +0.2% 1M: -5.9% 3M: -5.8% YTD: +7.5% 1Y: -1.3% 3Y: +31.5% 5Y: +26.2%
$107.92
+1.24 (+1.16%)
 
Weekly Expected Move ±1.6%
$104 $106 $108 $110 $111
ETF NASDAQ · AUM $78.2M

Institutional Ownership — PSL

66
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
35M
Total Invested
10
New Positions
16
Increased
22
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (69 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 42,423 5M +11,082 +35.4% 33Q SEC ↗
2 LPL Financial LLC 35,954 4M +4,462 +14.2% 33Q SEC ↗
3 BANK OF AMERICA CORP /DE 29,346 3M -544 -1.8% 15Q SEC ↗
4 COMMONWEALTH EQUITY SERVICES, LLC 22,836 2M -447 -1.9% 33Q SEC ↗
5 Cetera Investment Advisers 20,135 2M -231 -1.1% 10Q SEC ↗
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 14,704 2M +6,120 +71.3% 7Q SEC ↗
7 Maltin Wealth Management, Inc. 14,384 2M +1,179 +8.9% 25Q SEC ↗
8 GOLDMAN SACHS GROUP INC 12,847 1M +1,183 +10.1% 15Q SEC ↗
9 WELLS FARGO & COMPANY/MN 9,048 976K -339 -3.6% 33Q SEC ↗
10 Tower Research Capital LLC (TRC) 8,832 953K +6,441 +269.4% 21Q SEC ↗
11 WealthBridge Capital Management, LLC 8,071 871K — +0.0% 31Q SEC ↗
12 Cambridge Investment Research Advisors 7,872 850K -111 -1.4% 21Q SEC ↗
13 UBS Group AG 7,348 793K -854 -10.4% 33Q SEC ↗
14 J.W. COLE ADVISORS, INC. 6,040 652K -37 -0.6% 10Q SEC ↗
15 Farther Finance Advisors, LLC 5,981 645K +558 +10.3% 6Q SEC ↗
16 JONES FINANCIAL COMPANIES LLLP 5,949 642K +394 +7.1% 9Q SEC ↗
17 PEAPACK GLADSTONE FINANCIAL CORP 5,032 543K — +0.0% 16Q SEC ↗
18 Envision Financial Transparency, LLC NEW 4,927 532K — +0.0% 1Q SEC ↗
19 MML INVESTORS SERVICES, LLC 4,800 518K +279 +6.2% 6Q SEC ↗
20 Geneos Wealth Management Inc. 4,744 512K +2,372 +100.0% 33Q SEC ↗
21 Equitable Holdings, Inc. 3,268 353K -25 -0.8% 26Q SEC ↗
22 Sigma Planning Corp 3,182 343K -4 -0.1% 10Q SEC ↗
23 Pacific Sun Financial Corp 3,173 342K -100 -3.1% 13Q SEC ↗
24 OSAIC HOLDINGS, INC. 2,910 314K -368 -11.2% 26Q SEC ↗
25 Stratos Wealth Partners, LTD. 2,904 313K +1 +0.0% 22Q SEC ↗
26 BENJAMIN EDWARDS INC 2,336 252K — +0.0% 7Q SEC ↗
27 Independent Wealth Advisors LLC 2,306 249K +1 +0.0% 3Q SEC ↗
28 ROYAL BANK OF CANADA 2,226 240K -10 -0.4% 33Q SEC ↗
29 Janney Montgomery Scott LLC 2,128 230K +10 +0.5% 2Q SEC ↗
30 JANE STREET GROUP, LLC NEW 2,039 220K — +0.0% 1Q SEC ↗
31 Meridian Wealth Management, LLC 2,022 218K — +0.0% 8Q SEC ↗
32 RAYMOND JAMES FINANCIAL INC 2,017 218K -416 -17.1% 7Q SEC ↗
33 FLOW TRADERS U.S. LLC NEW 1,898 205K — +0.0% 1Q SEC ↗
34 Selective Wealth Management, Inc. 1,848 199K +1 +0.1% 2Q SEC ↗
35 Steward Partners Investment Advisory, 1,600 173K — +0.0% 27Q SEC ↗
36 JNBA Financial Advisors 1,558 168K -42 -2.6% 31Q SEC ↗
37 FMR LLC 1,274 137K — +0.0% 28Q SEC ↗
38 Global Retirement Partners, LLC NEW 788 85K — +0.0% 1Q SEC ↗
39 Manchester Capital Management LLC 600 65K — +0.0% 13Q SEC ↗
40 BELLEVUE ASSET MANAGEMENT, LLC 580 63K — +0.0% 27Q SEC ↗
41 Capital Investment Advisory Services, 575 62K +1 +0.2% 18Q SEC ↗
42 Capital Analysts, LLC 493 53K -192 -28.0% 12Q SEC ↗
43 Rossby Financial, LCC 356 38K — +0.0% 6Q SEC ↗
44 10Elms LLP NEW 311 34K — +0.0% 1Q SEC ↗
45 COMPASS FINANCIAL MANAGEMENT LLC NEW 268 29K — +0.0% 1Q SEC ↗
46 Capital Investment Counsel, Inc NEW 200 22K — +0.0% 1Q SEC ↗
47 Transamerica Financial Advisors, LLC 183 20K — +0.0% 17Q SEC ↗
48 O'SHAUGHNESSY ASSET MANAGEMENT, LLC NEW 150 16K — +0.0% 1Q SEC ↗
49 Nova Wealth Management, Inc. 129 14K — +0.0% 6Q SEC ↗
50 Key Financial Inc 110 12K — +0.0% 6Q SEC ↗
Biggest Increases (16)
HolderAddedChange %Total Shares
MORGAN STANLEY +11,082 +35.4% 42,423
Tower Research Capital LLC (TRC) +6,441 +269.4% 8,832
SUSQUEHANNA INTERNATIONAL GROUP, LL +6,120 +71.3% 14,704
LPL Financial LLC +4,462 +14.2% 35,954
Geneos Wealth Management Inc. +2,372 +100.0% 4,744
GOLDMAN SACHS GROUP INC +1,183 +10.1% 12,847
Maltin Wealth Management, Inc. +1,179 +8.9% 14,384
Farther Finance Advisors, LLC +558 +10.3% 5,981
JONES FINANCIAL COMPANIES LLLP +394 +7.1% 5,949
MML INVESTORS SERVICES, LLC +279 +6.2% 4,800
Janney Montgomery Scott LLC +10 +0.5% 2,128
Capital Investment Advisory Service +1 +0.2% 575
Independent Wealth Advisors LLC +1 +0.0% 2,306
Stratos Wealth Partners, LTD. +1 +0.0% 2,904
Qube Research & Technologies Ltd +1 +3.0% 34
Selective Wealth Management, Inc. +1 +0.1% 1,848
Biggest Decreases (15)
HolderReducedChange %Total Shares
UBS Group AG -854 -10.4% 7,348
BANK OF AMERICA CORP /DE -544 -1.8% 29,346
COMMONWEALTH EQUITY SERVICES, LLC -447 -1.9% 22,836
RAYMOND JAMES FINANCIAL INC -416 -17.1% 2,017
OSAIC HOLDINGS, INC. -368 -11.2% 2,910
WELLS FARGO & COMPANY/MN -339 -3.6% 9,048
Cetera Investment Advisers -231 -1.1% 20,135
Capital Analysts, LLC -192 -28.0% 493
Cambridge Investment Research Advis -111 -1.4% 7,872
Pacific Sun Financial Corp -100 -3.1% 3,173
JNBA Financial Advisors -42 -2.6% 1,558
J.W. COLE ADVISORS, INC. -37 -0.6% 6,040
Equitable Holdings, Inc. -25 -0.8% 3,268
ROYAL BANK OF CANADA -10 -0.4% 2,226
Sigma Planning Corp -4 -0.1% 3,182

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms