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Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL

50 hedge funds and large institutions have $33.6M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

7% less funds holding

Funds holding: 54 → 50 (-4)

9.49% less ownership

Funds ownership: 49.37% → 39.88% (-9.5%)

41% less capital invested

Capital invested by funds: $57.4M → $33.6M (-$23.8M)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
15
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMC Chicago
IMC Chicago
Illinois
+$1.49M
2
LPL Financial
LPL Financial
California
+$1.43M
3
Goldman Sachs
Goldman Sachs
New York
+$1.14M
4
SPC
Sigma Planning Corp
Michigan
+$926K
5
AAS
Avantax Advisory Services
Texas
+$595K

Top Sellers

1
TFA
Transamerica Financial Advisors
Florida
-$14.5M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$6.23M
3
Morgan Stanley
Morgan Stanley
New York
-$1.86M
4
GCA
Genesee Capital Advisors
New York
-$1.32M
5
SOS
Silver Oak Securities
Tennessee
-$851K
Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
51
Genesee Capital Advisors
New York
– -$1.32M -15,220 Closed
SOS
52
Silver Oak Securities
Tennessee
– -$851K -9,806 Closed
SFI
53
SPC Financial Inc
Maryland
– -$721K -8,304 Closed
SC
54
Scotia Capital
Ontario, Canada
– -$596K -6,865 Closed
Stifel Financial
55
Stifel Financial
Missouri
– -$267K -3,074 Closed
SWM
56
Selective Wealth Management
Virginia
– -$202K -2,344 Closed
KWM
57
Kingsview Wealth Management
Oregon
– -$203K -2,341 Closed
PA
58
Parallel Advisors
California
– -$45.6K -525 Closed
FA
59
Fiduciary Alliance
South Carolina
– -$27.1K -312 Closed
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