Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
30 hedge funds and large institutions have $14.7M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 9 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
14% less funds holding
Funds holding: 35 → 30 (-5)
20.1% less ownership
Funds ownership: 67.89% → 47.79% (-20%)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
59% less capital invested
Capital invested by funds: $36.2M → $14.7M (-$21.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$579K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$467K |
| 3 |
Goldman Sachs
New York
|
+$171K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$151K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$76.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$14M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$5.6M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$2.2M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.55M |
| 5 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
-$895K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
26
MTM Investment Management
Spartanburg,
South Carolina
| $8.16K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $7.96K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $5.71K | -$4.68K | -52 | -48% |
|
29
William Blair & Company
Chicago,
Illinois
| $3.08K | – | – | – |
|
|
NA
30
NewEdge Advisors
New Orleans,
Louisiana
| $398 | – | – | – |
|
|
SOS
31
Silver Oak Securities
Jackson,
Tennessee
| – | -$2.2M | -25,669 | Closed |
|
|
32
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$1.55M | -18,051 | Closed |
|
|
GCA
33
Genesee Capital Advisors
Auburn,
New York
| – | -$895K | -10,412 | Closed |
|
|
SFI
34
SPC Financial Inc
Rockville,
Maryland
| – | -$867K | -10,078 | Closed |
|
|
ASN
35
Advisory Services Network
Atlanta,
Georgia
| – | -$267K | -3,110 | Closed |
|
36
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$187K | -2,176 | Closed |
|
|
RF
37
Rossby Financial
Melbourne,
Florida
| – | -$28.5K | -332 | Closed |
|
|
SWM
38
Spire Wealth Management
Mclean,
Virginia
| – | -$8.6K | -100 | Closed |
|
39
Fidelity Investments
Boston,
Massachusetts
| – | -$980 | -11 | Closed |
|
PEZ Hedge Fund Activity: Q2 2025 in Review
30 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) for Q2 2025, worth a combined $14.7M — down 59% from $36.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PEZ and 4 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 8 added.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $579K. The largest seller was Transamerica Financial Advisors, cutting an estimated $14M.
- 30 institutional investors held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) as of Q2 2025, down from 35 in Q1 2025.
- Funds reported $14.7M of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock for Q2 2025, down 59% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Consumer Cyclicals Momentum ETF positions in Q2 2025 and 9 closed out, a net change of -5 holders.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF buyer in Q2 2025 was Avantax Advisory Services, an estimated $579K added.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF seller in Q2 2025 was Transamerica Financial Advisors, an estimated $14M sold.
Based on aggregated 13F filings for Q2 2025.