Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
23 hedge funds and large institutions have $17.3M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
20% more capital invested
Capital invested by funds: $14.4M → $17.3M (+$2.89M)
15% more funds holding
Funds holding: 20 → 23 (+3)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
17.38% less ownership
Funds ownership: 56.17% → 38.79% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.57M |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$1.36M |
| 3 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$342K |
| 4 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
+$329K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$318K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$4.94M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.06M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$619K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$176K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$46.3K |
PEZ Hedge Fund Activity: Q3 2020 in Review
23 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) for Q3 2020, worth a combined $17.3M — up 20% from $14.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PEZ positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.57M. The largest seller was Transamerica Financial Advisors, cutting an estimated $4.94M.
- 23 institutional investors held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) as of Q3 2020, up from 20 in Q2 2020.
- Funds reported $17.3M of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock for Q3 2020, up 20% quarter-over-quarter.
- 5 funds opened new Invesco Dorsey Wright Consumer Cyclicals Momentum ETF positions in Q3 2020 and 2 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF buyer in Q3 2020 was LPL Financial, an estimated $1.57M added.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF seller in Q3 2020 was Transamerica Financial Advisors, an estimated $4.94M sold.
Based on aggregated 13F filings for Q3 2020.