Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ)

• Market cap: $57.4M
• 1 day: 4.65%
• 5 days: 6.61%
• 1 month: -8.45%
• 3 months: -9.87%
• 6 months: -12.46%
• Year to date: -7.03%
• 1 year: -3.55%
• 5 years: 167.39%
• 10 years: 92.53%

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

28% more funds holding

Funds holding: 29 [Q3] → 37 (+8) [Q4]

19.47% more ownership

Funds ownership: 44.59% [Q3] → 64.05% (+19.47%) [Q4]

2% more capital invested

Capital invested by funds: $43.6M [Q3] → $44.3M (+$731K) [Q4]

0% more call options, than puts

Call options by funds: $296K | Put options by funds: $296K

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

100% less funds holding in top 10

Funds holding in top 10: 1 [Q3] → 0 (-1) [Q4]