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Invesco Leisure and Entertainment ETF

179 hedge funds and large institutions have $686M invested in Invesco Leisure and Entertainment ETF in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $1.08M | Put options by funds: $453K

2.87% more ownership

Funds ownership: 46.62%49.49% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 188179 (-9)

9% less capital invested

Capital invested by funds: $753M → $686M (-$67.5M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

31% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 68

Holders
179
Holders Change
-9
Holders Change %
-4.79%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
47
Reduced
68
Closed
28
Calls
$1.08M
Puts
$453K
Net Calls
+$632K
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1
Harel Insurance Investments & Financial Services
Israel
$147M +$35.6K +717 +0%
UBS Group
2
UBS Group
Switzerland
$61.7M -$2.66M -53,632 -4%
Morgan Stanley
3
Morgan Stanley
New York
$37.8M -$2.5M -50,285 -6%
HighTower Advisors
4
HighTower Advisors
Illinois
$36.2M -$833K -16,791 -2%
LPL Financial
5
LPL Financial
California
$33.8M -$385K -7,749 -1%
Bank of America
6
Bank of America
North Carolina
$30.5M -$12.7M -256,645 -30%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$28M -$1.14M -23,051 -4%
Wells Fargo
8
Wells Fargo
California
$26M -$371K -7,482 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$18.8M -$855K -17,222 -4%
PP
10
Prudential plc
United Kingdom
$15.3M +$14.9M +300,000 New
FHA
11
First Horizon Advisors
Tennessee
$14.8M +$585K +11,789 +4%
RJA
12
Raymond James & Associates
Florida
$14.1M -$4.63M -93,227 -25%
G
13
GenTrust
Florida
$13.7M +$623K +12,557 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$13.5M -$1.24M -25,010 -9%
PAG
15
Private Advisor Group
New Jersey
$10.6M +$1.32M +26,611 +14%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$9.78M +$1.52M +30,667 +19%
Ameriprise
17
Ameriprise
Minnesota
$9.44M -$8.35M -168,189 -47%
PWAG
18
Polaris Wealth Advisory Group
California
$8.7M +$8.26M +166,508 New
ET
19
Equitable Trust
Tennessee
$8.09M -$1.39M -28,033 -15%
CI
20
Clal Insurance
Israel
$6.42M
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$6.09M +$2.71M +54,518 +82%
CAN
22
Cetera Advisor Networks
California
$5.97M +$550K +11,074 +10%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$5.3M -$299K -6,027 -5%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$5.3M +$5.23M +105,344 New
Osaic Holdings
25
Osaic Holdings
Arizona
$4.76M -$263K -5,294 -5%

PEJ Hedge Fund Activity: Q3 2021 in Review

179 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Leisure and Entertainment ETF (PEJ) for Q3 2021, worth a combined $686M — down 9% from $753M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of PEJ and 23 opened new positions — a net loss of 5 holders — while 68 trimmed existing stakes and 47 added.

The largest buyer was Prudential plc, opening a new position worth an estimated $14.9M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $18M.

  • 179 institutional investors held Invesco Leisure and Entertainment ETF (PEJ) as of Q3 2021, down from 188 in Q2 2021.
  • Funds reported $686M of Invesco Leisure and Entertainment ETF stock for Q3 2021, down 9% quarter-over-quarter.
  • 23 funds opened new Invesco Leisure and Entertainment ETF positions in Q3 2021 and 28 closed out, a net change of -5 holders.
  • The largest Invesco Leisure and Entertainment ETF buyer in Q3 2021 was Prudential plc, an estimated $14.9M added.
  • The largest Invesco Leisure and Entertainment ETF seller in Q3 2021 was JP Morgan Private Wealth Advisors, an estimated $18M sold.

Based on aggregated 13F filings for Q3 2021.