Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
23 hedge funds and large institutions have $10M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2026 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.
8% more capital invested
Capital invested by funds: $9.23M → $10M (+$762K)
0.42% more ownership
Funds ownership: 41.6% → 42.02% (+0.42%)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$104K |
| 2 |
Goldman Sachs
New York
|
+$77.3K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$50.1K |
| 4 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$22K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$12.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$88.4K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$28.1K |
| 3 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
-$23.7K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.6K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$10K |
PEZ Hedge Fund Activity: Q2 2026 in Review
23 of the 8,316 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) for Q2 2026, worth a combined $10M — up 8.3% from $9.23M a quarter earlier.
Fund positioning in PEZ was balanced in Q2 2026: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 7 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $104K. The largest seller was LPL Financial, cutting an estimated $88.4K.
- 23 institutional investors held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $10M of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock for Q2 2026, up 8.3% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Consumer Cyclicals Momentum ETF positions in Q2 2026 and 2 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF buyer in Q2 2026 was Integrated Wealth Concepts, an estimated $104K added.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF seller in Q2 2026 was LPL Financial, an estimated $88.4K sold.
Based on aggregated 13F filings for Q2 2026.