Invesco Leisure and Entertainment ETF
PEJ
37 hedge funds and large institutions have $28.3M invested in Invesco Leisure and Entertainment ETF in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 7 closing their positions.
3% less funds holding
Funds holding: 38 → 37 (-1)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
25.88% less ownership
Funds ownership: 68.28% → 42.4% (-26%)
63% less capital invested
Capital invested by funds: $77.5M → $28.3M (-$49.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$458K |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$412K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$412K |
| 4 |
Morgan Stanley
New York
|
+$235K |
| 5 |
KCM
Karp Capital Management
Sausalito,
California
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$26.5M |
| 2 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$22M |
| 3 |
VF
Virtu Financial
New York
|
-$1.53M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.47M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$861K |
PEJ Hedge Fund Activity: Q1 2019 in Review
37 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Invesco Leisure and Entertainment ETF (PEJ) for Q1 2019, worth a combined $28.3M — down 63% from $77.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PEJ and 6 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 8 added.
The largest buyer was United Capital Financial Advisors, adding an estimated $458K. The largest seller was Harel Insurance Investments & Financial Services, exiting entirely with an estimated $26.5M sold.
- 37 institutional investors held Invesco Leisure and Entertainment ETF (PEJ) as of Q1 2019, down from 38 in Q4 2018.
- Funds reported $28.3M of Invesco Leisure and Entertainment ETF stock for Q1 2019, down 63% quarter-over-quarter.
- 6 funds opened new Invesco Leisure and Entertainment ETF positions in Q1 2019 and 7 closed out, a net change of -1 holder.
- The largest Invesco Leisure and Entertainment ETF buyer in Q1 2019 was United Capital Financial Advisors, an estimated $458K added.
- The largest Invesco Leisure and Entertainment ETF seller in Q1 2019 was Harel Insurance Investments & Financial Services, an estimated $26.5M sold.
Based on aggregated 13F filings for Q1 2019.