Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
50 hedge funds and large institutions have $81M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 8
82% more capital invested
Capital invested by funds: $44.6M → $81M (+$36.4M)
32% more funds holding
Funds holding: 38 → 50 (+12)
12.19% more ownership
Funds ownership: 45.15% → 57.34% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$19M |
| 2 |
Morgan Stanley
New York
|
+$3.36M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.33M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$2.03M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
-$1.99M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.68M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$962K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$933K |
| 5 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$292K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Citadel Advisors
Miami,
Florida
| – | -$962K | -11,046 | Closed |
|
|
BHWA
52
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| – | -$292K | -3,344 | Closed |
|
|
KIG
53
Kowal Investment Group
Brookfield,
Wisconsin
| – | -$31K | -360 | Closed |
|
|
JCM
54
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$11K | -130 | Closed |
|
PEZ Hedge Fund Activity: Q4 2021 in Review
50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) for Q4 2021, worth a combined $81M — up 82% from $44.6M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PEZ positions and 4 closed out — a net gain of 12 holders — while 16 added to existing stakes and 8 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $19M. The largest seller was Fortis Advisors, cutting an estimated $1.99M.
- 50 institutional investors held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) as of Q4 2021, up from 38 in Q3 2021.
- Funds reported $81M of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock for Q4 2021, up 82% quarter-over-quarter.
- 16 funds opened new Invesco Dorsey Wright Consumer Cyclicals Momentum ETF positions in Q4 2021 and 4 closed out, a net change of +12 holders.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF buyer in Q4 2021 was HighTower Advisors, an estimated $19M added.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF seller in Q4 2021 was Fortis Advisors, an estimated $1.99M sold.
Based on aggregated 13F filings for Q4 2021.