Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
22 hedge funds and large institutions have $7.84M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 12 reducing their positions, and 6 closing their positions.
4.91% less ownership
Funds ownership: 42.78% → 37.87% (-4.9%)
15% less capital invested
Capital invested by funds: $9.27M → $7.84M (-$1.42M)
19% less funds holding
Funds holding: 27 → 22 (-5)
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
92% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 12
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $247K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$72.3K |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$4.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
-$396K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$363K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$358K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$265K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$220K |
PEZ Hedge Fund Activity: Q1 2023 in Review
22 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) for Q1 2023, worth a combined $7.84M — down 15% from $9.27M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PEZ and 1 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 1 added.
The largest buyer was Fortis Advisors, adding an estimated $72.3K. The largest seller was Capital Wealth Alliance, exiting entirely with an estimated $396K sold.
- 22 institutional investors held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) as of Q1 2023, down from 27 in Q4 2022.
- Funds reported $7.84M of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock for Q1 2023, down 15% quarter-over-quarter.
- 1 fund opened new Invesco Dorsey Wright Consumer Cyclicals Momentum ETF positions in Q1 2023 and 6 closed out, a net change of -5 holders.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF buyer in Q1 2023 was Fortis Advisors, an estimated $72.3K added.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF seller in Q1 2023 was Capital Wealth Alliance, an estimated $396K sold.
Based on aggregated 13F filings for Q1 2023.