Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
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.
0.7% more ownership
Funds ownership: 37.87% → 38.57% (+0.7%)
7% less capital invested
Capital invested by funds: $7.84M → $7.26M (-$587K)
14% less funds holding
Funds holding: 22 → 19 (-3)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$523K |
| 2 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$9.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.62K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$68 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$508K |
| 2 |
Goldman Sachs
New York
|
-$319K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$173K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$65.4K |
| 5 |
Morgan Stanley
New York
|
-$35.4K |
PEZ Hedge Fund Activity: Q2 2023 in Review
19 of the 6,384 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) for Q2 2023, worth a combined $7.26M — down 7.5% from $7.84M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PEZ and 1 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 3 added.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $523K. The largest seller was Citadel Advisors, exiting entirely with an estimated $508K sold.
- 19 institutional investors held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) as of Q2 2023, down from 22 in Q1 2023.
- Funds reported $7.26M of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock for Q2 2023, down 7.5% quarter-over-quarter.
- 1 fund opened new Invesco Dorsey Wright Consumer Cyclicals Momentum ETF positions in Q2 2023 and 4 closed out, a net change of -3 holders.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $523K added.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF seller in Q2 2023 was Citadel Advisors, an estimated $508K sold.
Based on aggregated 13F filings for Q2 2023.