Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
16 hedge funds and large institutions have $13.1M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and closing their positions.
7% more funds holding
Funds holding: 15 → 16 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
49% less capital inflows, than outflows
Capital inflows: $1.7M | Capital outflows: $3.31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$634K |
| 2 |
Freedom Investment Management
Hartford,
Connecticut
|
+$198K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$189K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$163K |
| 5 |
Morgan Stanley
New York
|
+$141K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.83M |
| 2 |
SignalPoint Asset Management
Springfield,
Missouri
|
-$1.09M |
| 3 |
UBS
Zurich,
Switzerland
|
-$360K |
| 4 |
American International Group
New York
|
-$12.5K |
| 5 |
Citigroup
New York
|
-$8.91K |
PEZ Hedge Fund Activity: Q3 2013 in Review
16 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) for Q3 2013, worth a combined $13.1M — down 3.6% from $13.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PEZ positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $634K. The largest seller was Wells Fargo, cutting an estimated $1.83M.
- 16 institutional investors held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) as of Q3 2013, up from 15 in Q2 2013.
- Funds reported $13.1M of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock for Q3 2013, down 3.6% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Consumer Cyclicals Momentum ETF positions in Q3 2013 and 0 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF buyer in Q3 2013 was Envestnet Asset Management, an estimated $634K added.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF seller in Q3 2013 was Wells Fargo, an estimated $1.83M sold.
Based on aggregated 13F filings for Q3 2013.