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Invesco Dorsey Wright Consumer Staples Momentum ETF

59 hedge funds and large institutions have $34.6M invested in Invesco Dorsey Wright Consumer Staples Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

5.13% more ownership

Funds ownership: 36.4%41.53% (+5.1%)

2% more funds holding

Funds holding: 5859 (+1)

0% less capital invested

Capital invested by funds: $34.8M → $34.6M (-$170K)

39% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 23

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMC Chicago
1
IMC Chicago
Illinois
$4.23M +$4.37M +42,163 New
LPL Financial
2
LPL Financial
California
$3.48M -$859K -8,283 -19%
Bank of America
3
Bank of America
North Carolina
$3.02M +$35.8K +345 +1%
Morgan Stanley
4
Morgan Stanley
New York
$2.94M -$72K -694 -2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.37M -$24.7K -238 -1%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.35M -$668K -6,445 -22%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.32M +$243K +2,343 +11%
Wells Fargo
8
Wells Fargo
California
$957K +$53.1K +512 +6%
UBS Group
9
UBS Group
Switzerland
$865K -$483K -4,657 -35%
WCM
10
WealthBridge Capital Management
Ohio
$835K -$1.04K -10 -0.1%
Ameriprise
11
Ameriprise
Minnesota
$833K -$40K -386 -4%
Goldman Sachs
12
Goldman Sachs
New York
$800K +$296K +2,855 +56%
MWM
13
Maltin Wealth Management
New Jersey
$728K +$93.5K +902 +14%
Citadel Advisors
14
Citadel Advisors
Florida
$646K +$667K +6,432 New
JWCA
15
J.W. Cole Advisors
Florida
$614K -$252K -2,431 -28%
Two Sigma Investments
16
Two Sigma Investments
New York
$552K
FFA
17
Farther Finance Advisors
California
$545K +$6.74K +65 +1%
PGFC
18
Peapack-Gladstone Financial Corp
New Jersey
$515K -$5.18K -50 -1%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$466K +$163K +1,571 +51%
MML Investors Services
20
MML Investors Services
Massachusetts
$397K -$37.8K -365 -8%
Osaic Holdings
21
Osaic Holdings
Arizona
$367K -$102K -987 -21%
PSF
22
Pacific Sun Financial
California
$361K -$52.1K -502 -12%
TRCT
23
Tower Research Capital (TRC)
New York
$342K -$83.1K -801 -19%
EH
24
Equitable Holdings
New York
$331K -$50.8K -490 -13%
SPC
25
Sigma Planning Corp
Michigan
$320K -$1.35K -13 -0.4%

PSL Hedge Fund Activity: Q4 2025 in Review

59 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) for Q4 2025, worth a combined $34.6M — down 0.49% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PSL positions and 7 closed out — a net gain of 1 holder — while 14 added to existing stakes and 23 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $4.37M. The largest seller was LPL Financial, cutting an estimated $859K.

  • 59 institutional investors held Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) as of Q4 2025, up from 58 in Q3 2025.
  • Funds reported $34.6M of Invesco Dorsey Wright Consumer Staples Momentum ETF stock for Q4 2025, down 0.49% quarter-over-quarter.
  • 8 funds opened new Invesco Dorsey Wright Consumer Staples Momentum ETF positions in Q4 2025 and 7 closed out, a net change of +1 holder.
  • The largest Invesco Dorsey Wright Consumer Staples Momentum ETF buyer in Q4 2025 was IMC Chicago, an estimated $4.37M added.
  • The largest Invesco Dorsey Wright Consumer Staples Momentum ETF seller in Q4 2025 was LPL Financial, an estimated $859K sold.

Based on aggregated 13F filings for Q4 2025.