Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
27 hedge funds and large institutions have $9.27M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
13% more funds holding
Funds holding: 24 → 27 (+3)
0.43% less ownership
Funds ownership: 43.21% → 42.78% (-0.43%)
5% less capital invested
Capital invested by funds: $9.79M → $9.27M (-$525K)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$220K |
| 2 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
+$157K |
| 3 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$63.8K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$23.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$17.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$869K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$220K |
| 3 |
Morgan Stanley
New York
|
-$196K |
| 4 |
LPL Financial
San Diego,
California
|
-$189K |
| 5 |
Goldman Sachs
New York
|
-$68.7K |
PEZ Hedge Fund Activity: Q4 2022 in Review
27 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) for Q4 2022, worth a combined $9.27M — down 5.4% from $9.79M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PEZ positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $220K. The largest seller was Susquehanna International Group, cutting an estimated $869K.
- 27 institutional investors held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) as of Q4 2022, up from 24 in Q3 2022.
- Funds reported $9.27M of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock for Q4 2022, down 5.4% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Consumer Cyclicals Momentum ETF positions in Q4 2022 and 1 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF buyer in Q4 2022 was Citadel Advisors, an estimated $220K added.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF seller in Q4 2022 was Susquehanna International Group, an estimated $869K sold.
Based on aggregated 13F filings for Q4 2022.