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Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ

15 hedge funds and large institutions have $13.6M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2013 Q2 according to their latest regulatory filings, with 15 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

63.01% more ownership

Funds ownership: 0% → 63.01% (+63%)

Holders
15
Holders Change
+15
Holders Change %
–
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
SignalPoint Asset Management
Missouri
$4.49M +$4.34M +124,871 New
Wells Fargo
2
Wells Fargo
California
$2.34M +$2.26M +65,031 New
U
3
UBS
Switzerland
$1.93M +$1.87M +53,670 New
Bank of America
4
Bank of America
North Carolina
$1.93M +$1.86M +53,592 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.14M +$1.1M +31,575 New
Morgan Stanley
6
Morgan Stanley
New York
$630K +$609K +17,513 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$443K +$429K +12,328 New
KCG
8
Knight Capital Group
$222K +$215K +6,180 New
LPL Financial
9
LPL Financial
California
$219K +$212K +6,093 New
MFS
10
MSI Financial Services
Massachusetts
$205K +$199K +5,716 New
AIG
11
American International Group
New York
$22K +$21.2K +611 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14K +$13.3K +383 New
Citigroup
13
Citigroup
New York
$9K +$9.07K +261 New
NES
14
New England Securities
New York
$7K +$6.36K +183 New
BFEC
15
Benjamin F. Edwards & Company
Missouri
$1K +$1.22K +35 New

PEZ Hedge Fund Activity: Q2 2013 in Review

15 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) for Q2 2013, worth a combined $13.6M.

Buyers outnumbered sellers: 15 funds opened new PEZ positions and 0 closed out — a net gain of 15 holders — while 0 added to existing stakes and 0 trimmed.

  • 15 institutional investors held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $13.6M of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock for Q2 2013.
  • 15 funds opened new Invesco Dorsey Wright Consumer Cyclicals Momentum ETF positions in Q2 2013 and 0 closed out, a net change of +15 holders.

Based on aggregated 13F filings for Q2 2013.