Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
27 hedge funds and large institutions have $12.1M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 7 closing their positions.
185% more call options, than puts
Call options by funds: $177K | Put options by funds: $62K
7% less funds holding
Funds holding: 29 → 27 (-2)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
23.4% less ownership
Funds ownership: 68.18% → 44.78% (-23%)
66% less capital invested
Capital invested by funds: $35.7M → $12.1M (-$23.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AlphaCore Capital
La Jolla,
California
|
+$947K |
| 2 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
+$387K |
| 3 |
Goldman Sachs
New York
|
+$235K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$51.3K |
| 5 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$24.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$13.5M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.91M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$2.54M |
| 4 |
Two Sigma Investments
New York
|
-$916K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$640K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $8.32K | – | – | – |
|
27
William Blair & Company
Chicago,
Illinois
| $3.22K | – | – | – |
|
|
28
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$4.91M | -48,794 | Closed |
|
|
SOS
29
Silver Oak Securities
Jackson,
Tennessee
| – | -$2.54M | -25,232 | Closed |
|
|
30
Two Sigma Investments
New York
| – | -$916K | -9,100 | Closed |
|
31
Citadel Advisors
Miami,
Florida
| – | -$461K | -4,578 | Closed |
|
32
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$407K | -4,044 | Closed |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| – | -$375K | -3,725 | Closed |
|
34
Raymond James Financial
St Petersburg,
Florida
| – | -$245K | -2,438 | Closed |
|
PEZ Hedge Fund Activity: Q4 2025 in Review
27 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) for Q4 2025, worth a combined $12.1M — down 66% from $35.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PEZ and 6 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 5 added.
The largest buyer was AlphaCore Capital, opening a new position worth an estimated $947K. The largest seller was Transamerica Financial Advisors, cutting an estimated $13.5M.
- 27 institutional investors held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) as of Q4 2025, down from 29 in Q3 2025.
- Funds reported $12.1M of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock for Q4 2025, down 66% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Consumer Cyclicals Momentum ETF positions in Q4 2025 and 7 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF buyer in Q4 2025 was AlphaCore Capital, an estimated $947K added.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF seller in Q4 2025 was Transamerica Financial Advisors, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2025.