Invesco Dorsey Wright ConsumPSLETF

13F holders, Q1 2024 (March 31)
52holders
1famous investor
$97.44avg. 13F price*

At the end of Q1 2024, 52 institutions reported holding Invesco Dorsey Wright Consum (PSL) in their 13F filings. The largest holders were Morgan Stanley ($4.8M), Bank of America Corp. ($2.9M) and Commonwealth Equity Services, LLC ($1.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco Dorsey Wright Consum
CUSIP
46137V886
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 52Q1 2024Q2 2024: 51Q2 2024Q3 2024: 51Q3 2024Q4 2024: 57Q4 2024Q1 2025: 61Q1 2025Q2 2025: 57Q2 2025Q3 2025: 58Q3 2025Q4 2025: 59Q4 2025Q1 2026: 56Q1 2026Q2 2026: 59Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions7$5.0M
Exits2$51K

Ownership 52 holders

Morgan Stanley 0.00% Reduce -10.8% 49,014 $4.8M
Bank of America Corp. 0.00% Reduce -21.5% 29,818 $2.9M
Commonwealth Equity Services, LLC 0.00% Reduce -0.2% 19,329 $1.9M
LPL Financial LLC 0.00% Reduce -0.1% 18,878 $1.8M
Cetera Investment Advisers 0.00% New 16,993 $1.7M
Ameriprise Financial Inc. 0.00% Reduce -6.8% 13,997 $1.4M
Envestnet Asset Management Inc. 0.00% New 12,161 $1.2M
Wells Fargo & Company 0.00% Reduce -37.0% 11,156 $1.1M
Truist Financial Corp. 0.00% New 11,091 $1.1M
Goldman Sachs Group Inc. 0.00% Add +13.7% 10,451 $1.0M
UBS Group AG 0.00% Reduce -47.4% 9,523 $930K
Osaic Holdings, Inc. 0.00% Reduce -4.4% 9,466 $925K
WealthBridge Capital Management, LLC 0.27% No change 8,261 $807K
Avantax Advisory Services, Inc. 0.01% Reduce -4.3% 6,601 $645K
Peapack Gladstone Financial Corp. 0.01% Reduce -3.1% 6,184 $604K
Maltin Wealth Management, Inc. 0.31% Add +4.3% 5,582 $545K
J.W. Cole Advisors, Inc. 0.03% New 5,447 $532K
SignalPoint Asset Management, LLC 0.15% No change 5,441 $531K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.0% 5,225 $510K
Tower Research Capital LLC (TRC) 0.01% Add +12.8% 5,190 $507K
Citadel Advisors 0.00% Add +0.5% 5,121 $500K
Pacific Sun Financial Corp 0.28% No change 4,871 $476K
B. Riley Wealth Advisors, Inc. 0.01% Add +2.1% 5,172 $432K
Equitable Holdings, Inc. 0.00% Add +0.6% 4,115 $402K
Stratos Wealth Partners, LTD. 0.01% Reduce -4.0% 3,376 $330K
Sigma Planning Corp 0.01% New 3,198 $312K
Janney Montgomery Scott LLC 0.00% Reduce -6.3% 2,863 $280K
JNBA Financial Advisors 0.03% Reduce -1.0% 2,854 $279K
Geneos Wealth Management Inc. 0.01% Reduce -12.3% 2,674 $261K
Royal Bank of Canada 0.00% Reduce -24.0% 2,569 $251K
Susquehanna International Group, LLP 0.00% Reduce -14.0% 2,341 $229K
GeoWealth Management, LLC 0.01% New 2,247 $219K
Steward Partners Investment Advisory, LLC 0.00% No change 1,600 $156K
Transamerica Financial Advisors, LLC 0.02% Reduce -27.8% 1,579 $155K
MTM Investment Management, LLC 0.05% No change 1,329 $130K
FMR LLC 0.00% Reduce -5.7% 785 $77K
Global Retirement Partners, LLC 0.00% Reduce -13.9% 613 $60K
Manchester Capital Management LLC 0.01% No change 600 $59K
Bellevue Asset Management, LLC 0.03% No change 580 $57K
Capital Investment Advisory Services, LLC 0.01% Add +0.2% 566 $55K
Benjamin F. Edwards & Company, Inc. 0.00% No change 447 $44K
Capital Analysts, LLC 0.00% Reduce -40.2% 408 $40K
Strengthening Families & Communities, LLC 0.01% No change 104 $10K
Harbour Investments, Inc. 0.00% New 98 $10K
PNC Financial Services Group, Inc. 0.00% No change 93 $9K
Federation des caisses Desjardins du Quebec 0.00% Reduce -98.8% 55 $5K
Qube Research & Technologies Ltd 0.00% No change 33 $3K
Aptus Capital Advisors, LLC 0.00% No change 14 $1K
Guardian Wealth Advisors, LLC / NC 0.00% No change 14 $1K
NewEdge Advisors, LLC 0.00% No change 7 $684
Sunbelt Securities, Inc. 0.00% No change 4 $391
Comerica Bank 0.00% Reduce -99.4% 1 $98

"% of holder's portfolio" is PSL's weight in each manager's 13F, not the share of Invesco Dorsey Wright Consum the manager owns.