Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
29 hedge funds and large institutions have $35.7M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 5 closing their positions.
142% more capital invested
Capital invested by funds: $14.7M → $35.7M (+$21M)
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
20.39% more ownership
Funds ownership: 47.79% → 68.18% (+20%)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
3% less funds holding
Funds holding: 30 → 29 (-1)
26% less call options, than puts
Call options by funds: $111K | Put options by funds: $151K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$13.6M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.64M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$2.52M |
| 4 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$961K |
| 5 |
Two Sigma Investments
New York
|
+$910K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.39M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$938K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$453K |
| 4 |
Morgan Stanley
New York
|
-$194K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$61.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Jones Financial Companies
Des Peres,
Missouri
| $10.6K | – | – | – |
|
|
MIM
27
MTM Investment Management
Spartanburg,
South Carolina
| $8.26K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $8.05K | – | – | – |
|
29
William Blair & Company
Chicago,
Illinois
| $3.12K | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $1 | -$5.7K | -57 | Closed |
|
|
31
Goldman Sachs
New York
| – | -$1.39M | -13,976 | Closed |
|
|
32
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$938K | -9,425 | Closed |
|
33
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$14K | -143 | Closed |
|
|
NA
34
NewEdge Advisors
New Orleans,
Louisiana
| – | -$398 | -4 | Closed |
|
PEZ Hedge Fund Activity: Q3 2025 in Review
29 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) for Q3 2025, worth a combined $35.7M — up 142% from $14.7M a quarter earlier.
Fund positioning in PEZ was balanced in Q3 2025: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 4 trimmed.
The largest buyer was Transamerica Financial Advisors, adding an estimated $13.6M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.39M sold.
- 29 institutional investors held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) as of Q3 2025, down from 30 in Q2 2025.
- Funds reported $35.7M of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock for Q3 2025, up 142% quarter-over-quarter.
- 5 funds opened new Invesco Dorsey Wright Consumer Cyclicals Momentum ETF positions in Q3 2025 and 5 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF buyer in Q3 2025 was Transamerica Financial Advisors, an estimated $13.6M added.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF seller in Q3 2025 was Goldman Sachs, an estimated $1.39M sold.
Based on aggregated 13F filings for Q3 2025.