Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
23 hedge funds and large institutions have $9.23M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.
3.18% less ownership
Funds ownership: 44.78% → 41.6% (-3.2%)
15% less funds holding
Funds holding: 27 → 23 (-4)
24% less capital invested
Capital invested by funds: $12.1M → $9.23M (-$2.87M)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$258K |
| 2 |
Goldman Sachs
New York
|
+$130K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$83.2K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$33.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$21.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AlphaCore Capital
La Jolla,
California
|
-$986K |
| 2 |
LPL Financial
San Diego,
California
|
-$421K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$317K |
| 4 |
Morgan Stanley
New York
|
-$215K |
| 5 |
PTC
Private Trust Company
Cleveland,
Ohio
|
-$198K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$10K | -100 | Closed |
|
PEZ Hedge Fund Activity: Q1 2026 in Review
23 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) for Q1 2026, worth a combined $9.23M — down 24% from $12.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PEZ and 1 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 5 added.
The largest buyer was Fifth Third Bancorp, opening a new position worth an estimated $258K. The largest seller was AlphaCore Capital, exiting entirely with an estimated $986K sold.
- 23 institutional investors held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) as of Q1 2026, down from 27 in Q4 2025.
- Funds reported $9.23M of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock for Q1 2026, down 24% quarter-over-quarter.
- 1 fund opened new Invesco Dorsey Wright Consumer Cyclicals Momentum ETF positions in Q1 2026 and 3 closed out, a net change of -2 holders.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF buyer in Q1 2026 was Fifth Third Bancorp, an estimated $258K added.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF seller in Q1 2026 was AlphaCore Capital, an estimated $986K sold.
Based on aggregated 13F filings for Q1 2026.