Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
28 hedge funds and large institutions have $33.9M invested in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
413% more capital invested
Capital invested by funds: $6.61M → $33.9M (+$27.3M)
47% more funds holding
Funds holding: 19 → 28 (+9)
31.19% more ownership
Funds ownership: 35.15% → 66.34% (+31%)
14% less call options, than puts
Call options by funds: $659K | Put options by funds: $766K
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$10.1M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.76M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.37M |
| 4 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
+$1.06M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$891K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$313K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$210K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$188K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$159K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$23.4K |
PEZ Hedge Fund Activity: Q4 2023 in Review
28 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) for Q4 2023, worth a combined $33.9M — up 413% from $6.61M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PEZ positions and 2 closed out — a net gain of 10 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Transamerica Financial Advisors, adding an estimated $10.1M. The largest seller was Wells Fargo, cutting an estimated $313K.
- 28 institutional investors held Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) as of Q4 2023, up from 19 in Q3 2023.
- Funds reported $33.9M of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock for Q4 2023, up 413% quarter-over-quarter.
- 12 funds opened new Invesco Dorsey Wright Consumer Cyclicals Momentum ETF positions in Q4 2023 and 2 closed out, a net change of +10 holders.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF buyer in Q4 2023 was Transamerica Financial Advisors, an estimated $10.1M added.
- The largest Invesco Dorsey Wright Consumer Cyclicals Momentum ETF seller in Q4 2023 was Wells Fargo, an estimated $313K sold.
Based on aggregated 13F filings for Q4 2023.