Invesco Dorsey Wright ConsumPSLETF

13F holders, Q4 2024 (December 31)
57holders +6
5new positions
2sold out
1famous investor
$104.95avg. 13F price*

At the end of Q4 2024, 57 institutions reported holding Invesco Dorsey Wright Consum (PSL) in their 13F filings, up 6 from Q3 2024. 5 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($5.8M), Goldman Sachs Group Inc. ($5.4M) and Bank of America Corp. ($3.1M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions5$1.3M
Exits2$1.5M

All 13F filers, Q3 2024 → Q4 2024: 48,448 shares bought and 26,280 shares sold, net +22,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 57 holders

Morgan Stanley 0.00% Reduce -10.2% 55,381 $5.8M
Goldman Sachs Group Inc. 0.00% Add +74.4% 51,003 $5.4M
Bank of America Corp. 0.00% Add +0.4% 29,980 $3.1M
LPL Financial LLC 0.00% Add +21.6% 27,379 $2.9M
Commonwealth Equity Services, LLC 0.00% Reduce -1.5% 20,081 $2.1M
IMC-Chicago, LLC 0.05% Add +74.6% 18,258 $1.9M
Cetera Investment Advisers 0.00% Reduce -1.4% 16,116 $1.7M
Wells Fargo & Company 0.00% Add +4.8% 10,553 $1.1M
UBS Group AG 0.00% Add +3.5% 9,056 $950K
WealthBridge Capital Management, LLC 0.24% No change 8,241 $865K
Maltin Wealth Management, Inc. 0.32% Reduce -0.3% 6,234 $654K
Susquehanna International Group, LLP 0.00% New 5,938 $623K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.0% 5,912 $620K
Peapack Gladstone Financial Corp. 0.01% Reduce -6.0% 5,449 $572K
SignalPoint Asset Management, LLC 0.14% Reduce -0.6% 5,358 $562K
Avantax Advisory Services, Inc. 0.00% Reduce -2.8% 5,019 $527K
Pacific Sun Financial Corp 0.27% Reduce -3.7% 4,641 $487K
J.W. Cole Advisors, Inc. 0.02% Reduce -8.8% 4,433 $465K
Citadel Advisors 0.00% New 4,074 $428K
Equitable Holdings, Inc. 0.00% Reduce -4.5% 3,783 $397K
Raymond James Financial Inc. 0.00% — 3,556 $373K
Osaic Holdings, Inc. 0.00% Reduce -3.9% 3,305 $347K
Stratos Wealth Partners, LTD. 0.00% Reduce -5.8% 3,241 $340K
Sigma Planning Corp 0.01% Reduce -1.2% 2,904 $305K
Janney Montgomery Scott LLC 0.00% Reduce -1.3% 2,653 $278K
Geneos Wealth Management Inc. 0.01% Reduce -5.6% 2,524 $265K
JNBA Financial Advisors 0.03% Reduce -3.3% 2,434 $255K
Benjamin Edwards Inc. 0.00% New 2,351 $247K
Meridian Wealth Management, LLC 0.01% No change 2,022 $212K
Steward Partners Investment Advisory, LLC 0.00% No change 1,600 $168K
Tower Research Capital LLC (TRC) 0.00% Reduce -64.0% 1,530 $161K
Royal Bank of Canada 0.00% No change 1,492 $157K
MTM Investment Management, LLC 0.05% No change 1,329 $139K
Transamerica Financial Advisors, LLC 0.01% Reduce -0.7% 1,045 $110K
Global Retirement Partners, LLC 0.00% Add +21.6% 857 $90K
FMR LLC 0.00% Reduce -0.1% 855 $90K
Manchester Capital Management LLC 0.01% No change 600 $63K
Capital Analysts, LLC 0.00% Reduce -17.2% 578 $61K
Bellevue Asset Management, LLC 0.03% No change 580 $61K
Capital Investment Advisory Services, LLC 0.01% Add +0.2% 568 $60K
MAI Capital Management 0.00% New 330 $35K
New Millennium Group LLC 0.02% Add +0.4% 279 $29K
Howe & Rusling Inc. 0.00% Reduce -35.2% 260 $27K
Jones Financial Companies LLLP 0.00% Add +265.2% 252 $26K
Atala Financial Inc 0.01% — 202 $21K
Capital Investment Counsel, Inc 0.00% No change 200 $21K
Comerica Bank 0.00% No change 135 $14K
Strengthening Families & Communities, LLC 0.01% No change 104 $11K
Assetmark, Inc. 0.00% No change 100 $10K
Harbour Investments, Inc. 0.00% No change 98 $10K
PNC Financial Services Group, Inc. 0.00% No change 93 $10K
Federation des caisses Desjardins du Quebec 0.00% No change 55 $6K
Blair William & Co. 0.00% New 37 $4K
Qube Research & Technologies Ltd 0.00% No change 33 $3K
US Bancorp \de 0.00% No change 22 $2K
NewEdge Advisors, LLC 0.00% No change 7 $735
Park Square Financial Group, LLC 0.00% — 6 $630

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