Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
20 hedge funds and large institutions have $14.4M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
149% more capital invested
Capital invested by funds: $5.77M → $14.4M (+$8.62M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
16.09% more ownership
Funds ownership: 40.08% → 56.17% (+16%)
11% more funds holding
Funds holding: 18 → 20 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$3.65M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.49M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.33M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$621K |
| 5 |
SG
StoneX Group
New York
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$522K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$505K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$197K |
| 4 |
Morgan Stanley
New York
|
-$187K |
| 5 |
LPL Financial
San Diego,
California
|
-$18.2K |
PEZ Hedge Fund Activity: Q2 2020 in Review
20 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) for Q2 2020, worth a combined $14.4M — up 149% from $5.77M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PEZ positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was Transamerica Financial Advisors, opening a new position worth an estimated $3.65M. The largest seller was UBS Group, cutting an estimated $522K.
- 20 institutional investors held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) as of Q2 2020, up from 18 in Q1 2020.
- Funds reported $14.4M of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock for Q2 2020, up 149% quarter-over-quarter.
- 5 funds opened new Invesco Dorsey Wright Consumer Cyclicals Momentum ETF positions in Q2 2020 and 2 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF buyer in Q2 2020 was Transamerica Financial Advisors, an estimated $3.65M added.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF seller in Q2 2020 was UBS Group, an estimated $522K sold.
Based on aggregated 13F filings for Q2 2020.