PEZ icon

Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ

Overview Fund Activity

19 hedge funds and large institutions have $7.26M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
8
Closed
4
Calls
$429K
Puts
–
Net Calls
+$429K
Net Calls Change
+$676K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$535K
2
UBS Group
UBS Group
Switzerland
$163K
3
FA
Fortis Advisors
Pennsylvania
$15K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$10K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Goldman Sachs
Goldman Sachs
New York
$0
3
FTUS
Flow Traders U.S.
New York
$267K
4
Wells Fargo
Wells Fargo
California
$750K
5
Morgan Stanley
Morgan Stanley
New York
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.01M -$15.9K -229 -0.8%
Morgan Stanley
2
Morgan Stanley
New York
$1.62M -$36.2K -523 -2%
LPL Financial
3
LPL Financial
California
$755K -$29.1K -420 -4%
Wells Fargo
4
Wells Fargo
California
$750K -$67K -968 -8%
SAM
5
SignalPoint Asset Management
Missouri
$728K – – –
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$535K +$535K +7,728 New
FTUS
7
Flow Traders U.S.
New York
$267K -$177K -2,554 -40%
Osaic Holdings
8
Osaic Holdings
Arizona
$214K -$3.61K -52 -2%
UBS Group
9
UBS Group
Switzerland
$163K +$1.66K +24 +1%
PTC
10
Private Trust Company
Ohio
$132K – – –
BAM
11
Bellevue Asset Management
Washington
$25.6K – – –
FA
12
Fortis Advisors
Pennsylvania
$15K +$139 +139 +0.9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12K -$2.29K -32 -16%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$10K +$70 +1 +0.7%
MIM
15
MTM Investment Management
South Carolina
$5.68K – – –
CCA
16
Column Capital Advisors
Indiana
$5.54K – – –
AWM
17
Avior Wealth Management
Nebraska
$5.05K – – –
TFA
18
Transamerica Financial Advisors
Florida
$1K -$4.33K -13 -81%
DWMG
19
DB Wealth Management Group
California
$485 – – –
Citadel Advisors
20
Citadel Advisors
Florida
– -$508K -7,390 Closed
Goldman Sachs
21
Goldman Sachs
New York
– -$319K -4,636 Closed
ASN
22
Advisory Services Network
Georgia
– -$12.9K -188 Closed
AWM
23
Accel Wealth Management
Iowa
– -$5.98K -87 Closed