We are live on ! Find out more
PEJ icon

Invesco Leisure and Entertainment ETF

112 hedge funds and large institutions have $139M invested in Invesco Leisure and Entertainment ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $14K | Put options by funds: $13K

7.31% less ownership

Funds ownership: 39.28%31.97% (-7.3%)

8% less funds holding

Funds holding: 122112 (-10)

20% less capital invested

Capital invested by funds: $173M → $139M (-$34.3M)

60% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 15

61% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 44

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
112
Holders Change
-10
Holders Change %
-8.2%
% of All Funds
1.76%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
17
Reduced
44
Closed
15
Calls
$14K
Puts
$13K
Net Calls
+$1K
Net Calls Change
-$306K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$1.04M +$59.8K +1,469 +6%
SPIA
27
Steward Partners Investment Advisory
New York
$1.01M -$7.58K -186 -0.8%
IIA
28
IPG Investment Advisors
California
$849K
LWM
29
Laidlaw Wealth Management
New York
$827K -$88.5K -2,173 -10%
RJA
30
Raymond James & Associates
Florida
$823K -$315K -7,737 -28%
IF
31
Ironwood Financial
Arizona
$749K -$113K -2,763 -13%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$707K -$109K -2,674 -14%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$694K -$86.6K -2,125 -11%
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$666K
Marshall Wace
35
Marshall Wace
United Kingdom
$663K -$841K -20,652 -57%
BA
36
Bluesphere Advisors
Pennsylvania
$581K +$18.7K +460 +3%
NAS
37
NWF Advisory Services
California
$578K
FHA
38
Flagship Harbor Advisors
Massachusetts
$568K -$1.28M -31,496 -70%
CAN
39
Cetera Advisor Networks
California
$540K -$108K -2,655 -17%
HighTower Advisors
40
HighTower Advisors
Illinois
$494K -$27.7K -681 -5%
EE
41
EWG Elevate
California
$426K -$2.42M -59,385 -85%
CP
42
Cumberland Partners
Ontario, Canada
$425K
Vontobel Holding
43
Vontobel Holding
Switzerland
$397K
Corient Private Wealth
44
Corient Private Wealth
Florida
$394K -$2.85K -70 -0.7%
PAG
45
Private Advisor Group
New Jersey
$392K -$41.6K -1,020 -10%
GIA
46
Gladstone Institutional Advisory
Florida
$345K -$6.56K -161 -2%
GCP
47
GSA Capital Partners
United Kingdom
$341K +$332K +8,157 New
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$335K +$285 +7 +0.1%
NWA
49
Navis Wealth Advisors
New York
$317K +$244 +6 +0.1%
KAS
50
Kestra Advisory Services
Texas
$315K -$29.2K -717 -9%

PEJ Hedge Fund Activity: Q2 2023 in Review

112 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Leisure and Entertainment ETF (PEJ) for Q2 2023, worth a combined $139M — down 20% from $173M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PEJ and 6 opened new positions — a net loss of 9 holders — while 44 trimmed existing stakes and 17 added.

The largest buyer was Millennium Management, adding an estimated $1.39M. The largest seller was TD Asset Management, exiting entirely with an estimated $32.6M sold.

  • 112 institutional investors held Invesco Leisure and Entertainment ETF (PEJ) as of Q2 2023, down from 122 in Q1 2023.
  • Funds reported $139M of Invesco Leisure and Entertainment ETF stock for Q2 2023, down 20% quarter-over-quarter.
  • 6 funds opened new Invesco Leisure and Entertainment ETF positions in Q2 2023 and 15 closed out, a net change of -9 holders.
  • The largest Invesco Leisure and Entertainment ETF buyer in Q2 2023 was Millennium Management, an estimated $1.39M added.
  • The largest Invesco Leisure and Entertainment ETF seller in Q2 2023 was TD Asset Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2023.