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Invesco Dorsey Wright Consumer Staples Momentum ETF

57 hedge funds and large institutions have $43.7M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $36.7M → $43.7M (+$7.02M)

1.32% more ownership

Funds ownership: 39.81%41.13% (+1.3%)

7% less funds holding

Funds holding: 6157 (-4)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
15
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.1M +$5.36M +49,025 +96%
Morgan Stanley
2
Morgan Stanley
New York
$5.64M -$167K -1,525 -3%
Bank of America
3
Bank of America
North Carolina
$3.31M -$45.7K -418 -1%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.27M +$2.5M +22,856 +343%
FMP
5
Financial Management Professionals
Texas
$2.78M +$2.74M +25,088 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.19M -$44.3K -405 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.16M -$77K -705 -3%
UBS Group
8
UBS Group
Switzerland
$1.11M -$6.12K -56 -0.6%
Wells Fargo
9
Wells Fargo
California
$1.03M -$80.1K -733 -7%
WCM
10
WealthBridge Capital Management
Ohio
$921K +$8.74K +80 +1%
MWM
11
Maltin Wealth Management
New Jersey
$693K +$765 +7 +0.1%
FFA
12
Farther Finance Advisors
California
$593K
Osaic Holdings
13
Osaic Holdings
Arizona
$583K +$131K +1,200 +29%
PGFC
14
Peapack-Gladstone Financial Corp
New Jersey
$574K -$546 -5 -0.1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$549K -$190K -1,738 -26%
AAS
16
Avantax Advisory Services
Texas
$545K -$10.2K -93 -2%
JWCA
17
J.W. Cole Advisors
Florida
$486K -$6.88K -63 -1%
PSF
18
Pacific Sun Financial
California
$454K -$52.4K -480 -10%
Goldman Sachs
19
Goldman Sachs
New York
$453K -$251K -2,301 -36%
EH
20
Equitable Holdings
New York
$439K
Raymond James Financial
21
Raymond James Financial
Florida
$372K -$25.7K -235 -7%
SPC
22
Sigma Planning Corp
Michigan
$355K +$7.54K +69 +2%
Citadel Advisors
23
Citadel Advisors
Florida
$328K -$363K -3,319 -53%
SWP
24
Stratos Wealth Partners
Ohio
$326K -$25.1K -230 -7%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$326K +$32.8K +300 +11%

PSL Hedge Fund Activity: Q2 2025 in Review

57 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q2 2025, worth a combined $43.7M — up 19% from $36.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PSL and 2 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 15 added.

The largest buyer was LPL Financial, adding an estimated $5.36M. The largest seller was IMC Chicago, exiting entirely with an estimated $1.52M sold.

  • 57 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q2 2025, down from 61 in Q1 2025.
  • Funds reported $43.7M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q2 2025, up 19% quarter-over-quarter.
  • 2 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q2 2025 and 6 closed out, a net change of -4 holders.
  • The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q2 2025 was LPL Financial, an estimated $5.36M added.
  • The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q2 2025 was IMC Chicago, an estimated $1.52M sold.

Based on aggregated 13F filings for Q2 2025.