Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
35 hedge funds and large institutions have $36.2M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
2.87% more ownership
Funds ownership: 65.03% → 67.89% (+2.9%)
5% less funds holding
Funds holding: 37 → 35 (-2)
19% less capital invested
Capital invested by funds: $45M → $36.2M (-$8.76M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$873K |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$426K |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$418K |
| 4 |
TWM
Trueblood Wealth Management
Lima,
Ohio
|
+$392K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$288K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$1.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$755K |
| 4 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
-$608K |
| 5 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$438K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
26
Central Trust Company
Jefferson City,
Missouri
| $17.9K | – | – | – |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $12K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $9.33K | +$5.44K | +56 | +106% |
|
29
Jones Financial Companies
Des Peres,
Missouri
| $8.99K | +$10.2K | +105 | New |
|
|
SWM
30
Spire Wealth Management
Mclean,
Virginia
| $8.6K | – | – | – |
|
|
MIM
31
MTM Investment Management
Spartanburg,
South Carolina
| $7.11K | – | – | – |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $6.88K | – | – | – |
|
33
William Blair & Company
Chicago,
Illinois
| $2.67K | – | – | – |
|
34
Fidelity Investments
Boston,
Massachusetts
| $980 | -$875 | -9 | -45% |
|
|
NA
35
NewEdge Advisors
New Orleans,
Louisiana
| $344 | – | – | – |
|
|
FMP
36
Financial Management Professionals
Austin,
Texas
| – | -$1.3M | -13,199 | Closed |
|
|
CIA
37
Concurrent Investment Advisors
Tampa,
Florida
| – | -$438K | -4,437 | Closed |
|
|
GM
38
GeoWealth Management
Chicago,
Illinois
| – | -$412K | -4,169 | Closed |
|
39
US Bancorp
Minneapolis,
Minnesota
| – | -$1.88K | -19 | Closed |
|
PEZ Hedge Fund Activity: Q1 2025 in Review
35 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) for Q1 2025, worth a combined $36.2M — down 19% from $45M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PEZ positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Farther Finance Advisors, opening a new position worth an estimated $873K. The largest seller was Financial Management Professionals, exiting entirely with an estimated $1.3M sold.
- 35 institutional investors held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) as of Q1 2025, down from 37 in Q4 2024.
- Funds reported $36.2M of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock for Q1 2025, down 19% quarter-over-quarter.
- 5 funds opened new Invesco Dorsey Wright Consumer Cyclicals Momentum ETF positions in Q1 2025 and 4 closed out, a net change of +1 holder.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF buyer in Q1 2025 was Farther Finance Advisors, an estimated $873K added.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF seller in Q1 2025 was Financial Management Professionals, an estimated $1.3M sold.
Based on aggregated 13F filings for Q1 2025.