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Invesco Dorsey Wright Consumer Staples Momentum ETF

PSL

Market cap $84.2M

48 hedge funds and large institutions have $35.6M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New

Increased

Maintained

Reduced

Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 47 → 48 (+1)

2% more capital invested

Capital invested by funds: $35.1M → $35.6M (+$553K)

0.53% more ownership

Funds ownership: 25.54% → 26.08% (+0.53%)

Holders

Holders Change

Holders Change %

+2.13%

% of All Funds

0.84%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	Cambridge Investment Research Advisors Fairfield, Iowa	+$1.46M
2	Morgan Stanley New York	+$1.09M
3	Commonwealth Equity Services Waltham, Massachusetts	+$535K
4	Bank of America Charlotte, North Carolina	+$323K
5	KWM Kingsview Wealth Management Grants Pass, Oregon	+$317K

Top Sellers

1	LPL Financial San Diego, California	-$2.24M
2	GWM Geneos Wealth Management Englewood, Colorado	-$591K
3	Goldman Sachs New York	-$374K
4	BFEC Benjamin F. Edwards & Company St. Louis, Missouri	-$349K
5	AWM AE Wealth Management Topeka, Kansas	-$278K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	26 MML Investors Services Springfield, Massachusetts	$324K	-$116K	-1,227	-26%
27	JFA 27 JNBA Financial Advisors Bloomington, Minnesota	$321K	–	–	–
28	KWM 28 Kingsview Wealth Management Grants Pass, Oregon	$316K	+$317K	+3,359	New
29	MWM 29 Maltin Wealth Management Ridgewood, New Jersey	$305K	+$1.23K	+13	+0.4%
30	SWP 30 Stratos Wealth Partners Beachwood, Ohio	$288K	+$61.2K	+648	+27%
31	TRCT 31 Tower Research Capital (TRC) New York	$283K	+$286K	+3,024	New
32	32 Citadel Advisors Miami, Florida	$275K	+$277K	+2,933	New
33	SPC 33 Sigma Planning Corp Ann Arbor, Michigan	$249K	+$2.83K	+30	+1%
34	LA 34 LexAurum Advisors Overland Park, Kansas	$242K	+$2.36K	+25	+1%
35	KAS 35 Kestra Advisory Services Austin, Texas	$225K	+$756	+8	+0.3%
36	APA 36 American Portfolios Advisors Holbrook, New York	$219K	+$756	+8	+0.3%
37	SWM 37 Selective Wealth Management Forest, Virginia	$212K	-$57.8K	-612	-21%
38	BFEC 38 Benjamin F. Edwards & Company St. Louis, Missouri	$160K	-$349K	-3,693	-68%
39	SPIA 39 Steward Partners Investment Advisory New York	$150K	–	–	–
40	MIM 40 MTM Investment Management Spartanburg, South Carolina	$135K	–	–	–
41	BAM 41 Belpointe Asset Management Reno, Nevada	$110K	-$5.01K	-53	-4%
42	BAM 42 Bellevue Asset Management Bellevue, Washington	$78K	-$9.92K	-105	-11%
43	WQ 43 Wealth Quarterback Toms River, New Jersey	$66K	+$66.2K	+700	New
44	44 Fidelity Investments Boston, Massachusetts	$59K	+$2.08K	+22	+4%
45	SW 45 SVB Wealth Boston, Massachusetts	$49K	–	–	–
46	HI 46 Harbour Investments Madison, Wisconsin	$13K	+$95	+1	+0.7%
47	47 Carson Wealth (CWM LLC) Omaha, Nebraska	$10K	–	–	–
48	AF 48 Allworth Financial Folsom, California	$3K	–	–	–
49	AWM 49 AE Wealth Management Topeka, Kansas	–	-$278K	-2,999	Closed
50	SFS 50 Sowell Financial Services North Little Rock, Arkansas	–	-$51K	-540	Closed