Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
19 hedge funds and large institutions have $6.61M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 9 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
3.42% less ownership
Funds ownership: 38.57% → 35.15% (-3.4%)
9% less capital invested
Capital invested by funds: $7.26M → $6.61M (-$649K)
89% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$524K |
| 2 |
Comerica Bank
Dallas,
Texas
|
+$174K |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$139 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$256K |
| 2 |
Morgan Stanley
New York
|
-$252K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$132K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$68.6K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$68.2K |
PEZ Hedge Fund Activity: Q3 2023 in Review
19 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) for Q3 2023, worth a combined $6.61M — down 8.9% from $7.26M a quarter earlier.
Fund positioning in PEZ was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 9 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $524K. The largest seller was Wells Fargo, cutting an estimated $256K.
- 19 institutional investors held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $6.61M of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock for Q3 2023, down 8.9% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Consumer Cyclicals Momentum ETF positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF buyer in Q3 2023 was Citadel Advisors, an estimated $524K added.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF seller in Q3 2023 was Wells Fargo, an estimated $256K sold.
Based on aggregated 13F filings for Q3 2023.