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Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ) Institutional Ownership

$92.55 -0.36 (-0.39%)
As of 12:47 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (NASDAQ:PEZ)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$10.44M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.90M
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PEZ Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Consumer Cyclicals Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Goldman Sachs Group Inc.12,078$1.04M0.0%+4.3%2.047%
5/16/2025 Jones Financial Companies Lllp1,730$149K0.0%N/A0.293%
5/14/2025 Transamerica Financial Advisors LLC156,636$13.47M1.4%+2.8%26.548%
5/8/2025 SPC Financial Inc.10,078$867K0.1%+3.9%1.708%
5/6/2025 Cetera Investment Advisers3,243$279K0.0%+19.6%0.550%
4/29/2025 Silver Oak Securities Incorporated25,669$2.20M0.2%+20.6%4.278%
4/28/2025 Rossby Financial LCC332$28K0.0%N/A0.055%
4/22/2025 Cambridge Investment Research Advisors Inc.18,051$1.55M0.0%+2.8%3.009%
4/22/2025 Genesee Capital Advisors LLC10,412$895K0.4%-37.5%1.735%
4/17/2025 Janney Montgomery Scott LLC64,678$5.56M0.0%+1.7%10.780%
4/15/2025 Trueblood Wealth Management LLC4,036$347K0.2%N/A0.673%
4/14/2025 Farther Finance Advisors LLC8,983$779K0.0%N/A1.497%
2/17/2025 Cetera Investment Advisers2,712$268K0.0%N/A0.393%
2/17/2025Blue Capital Inc.5,159$509K0.4%N/A0.748%
2/17/2025 Bank of America Corp DE25,161$2.49M0.0%-0.9%3.647%
2/14/2025 Susquehanna International Group LLP21,158$2.09M0.0%+749.4%3.066%
2/14/2025 GeoWealth Management LLC4,169$412K0.0%+44.3%0.604%
2/13/2025 Advisory Services Network LLC2,114$209K0.0%N/A0.306%
2/12/2025 Transamerica Financial Advisors Inc.152,339$15.04M1.5%+4.1%22.078%
2/11/2025 LPL Financial LLC12,573$1.24M0.0%+13.4%1.822%
2/10/2025 Harbour Investments Inc.492$49K0.0%N/A0.071%
2/6/2025 SPC Financial Inc.9,701$958K0.1%+1.1%1.406%
2/3/2025 Concurrent Investment Advisors LLC4,437$438K0.0%N/A0.643%
1/31/2025Global Retirement Partners LLC251$25K0.0%N/A0.036%
1/27/2025 Silver Oak Securities Incorporated21,282$2.11M0.2%-2.3%3.084%
1/22/2025 Genesee Capital Advisors LLC16,664$1.65M0.8%-3.0%2.415%
1/15/2025 Financial Management Professionals Inc.13,199$1.30M0.2%-21.2%1.913%
11/13/2024 Transamerica Financial Advisors Inc.146,405$15.24M1.5%+0.3%21.530%
10/29/2024 Janney Montgomery Scott LLC63,533$6.61M0.0%-11.5%9.343%
10/24/2024 Financial Management Professionals Inc.16,749$1.74M0.2%N/A2.463%
10/23/2024 Silver Oak Securities Incorporated21,791$2.27M0.2%+65.2%3.205%
10/16/2024 SPC Financial Inc.9,599$999K0.1%-2.9%1.433%
8/21/2024 SPC Financial Inc.9,888$949K0.1%+1.8%1.318%
7/31/2024 Commonwealth Equity Services LLC5,180$497K0.0%N/A0.700%
7/26/2024 Cambridge Investment Research Advisors Inc.18,210$1.75M0.0%+42.1%2.461%
7/19/2024 Genesee Capital Advisors LLC17,172$1.65M0.8%+15.0%2.352%
5/4/2024 SPC Financial Inc.9,710$937K0.1%+4.5%1.494%
5/1/2024 Janney Montgomery Scott LLC81,516$7.87M0.0%+19.2%12.541%
4/23/2024 Genesee Capital Advisors LLC14,929$1.44M0.8%-1.6%2.370%
2/12/2024 Scotia Capital Inc.6,276$517K0.0%N/A0.981%
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2/8/2024 Janney Montgomery Scott LLC68,375$5.63M0.0%N/A10.684%
2/5/2024 Silver Oak Securities Incorporated19,670$1.62M0.2%N/A3.073%
2/5/2024Unique Wealth Strategies LLC35,384$2.91M1.9%N/A5.529%
1/29/2024 Genesee Capital Advisors LLC15,173$1.25M0.8%N/A2.371%
1/12/2024 Register Financial Advisors LLC1,144$94K0.1%N/A0.185%
10/13/2023SignalPoint Asset Management LLC10,054$652K0.1%-4.4%3.467%
8/9/2023 Flow Traders U.S. LLC3,851$267K0.0%-39.9%1.284%
7/31/2023 LPL Financial LLC10,912$755K0.0%-3.7%3.637%
5/9/2023 Bellevue Asset Management LLC369$25K0.0%-30.2%0.112%
2/7/2023 LPL Financial LLC12,517$802K0.0%-19.0%3.477%
2/1/2023 Capital Wealth Alliance LLC6,183$396K0.3%+65.1%1.718%
11/15/2022 Flow Traders U.S. LLC12,604$750K0.0%-7.3%3.317%
11/9/2022 Capital Wealth Alliance LLC3,745$222K0.2%-36.3%0.986%
9/16/2022 Private Trust Co. NA1,900$115K0.0%N/A0.432%
8/13/2022 Flow Traders U.S. LLC13,596$826K0.0%+38.1%3.090%
5/11/2022 StoneX Group Inc.4,509$338K0.2%-57.9%0.867%
4/18/2022 WMG Financial Advisors LLC3,696$277K0.2%-12.3%0.648%
2/14/2022 Theory Financial LLC37,919$3.46M2.3%N/A5.496%
2/14/2022 LPL Financial LLC65,678$6.00M0.0%+30.5%9.519%
2/10/2022 Private Advisor Group LLC41,913$3.83M0.0%+6.9%6.074%
2/10/2022 HighTower Advisors LLC203,751$18.61M0.0%N/A26.122%
2/8/2022Raymond James Financial Services Advisors Inc.48,768$4.45M0.0%+77.7%5.876%
2/8/2022 Bank of America Corp DE43,857$4.01M0.0%+27.1%3.537%
2/8/2022Raymond James & Associates30,545$2.79M0.0%+442.2%2.463%
2/4/2022 Envestnet Asset Management Inc.4,671$427K0.0%N/A0.377%
2/3/2022 Cambridge Investment Research Advisors Inc.6,747$616K0.0%+144.8%0.544%
2/3/2022 Advisor Group Holdings Inc.6,608$602K0.0%-10.1%0.533%
2/3/2022 Bellevue Asset Management LLC529$48K0.0%-21.7%0.043%
2/1/2022 Centaurus Financial Inc.1,339$122K0.0%N/A0.104%
1/31/2022SignalPoint Asset Management LLC10,420$951K0.3%-4.5%0.808%
1/31/2022 SPC Financial Inc.6,224$568K0.1%+4.5%0.482%
1/27/2022 Capital Wealth Alliance LLC13,157$1.20M0.7%-7.9%1.004%
1/27/2022 Janney Montgomery Scott LLC64,491$5.89M0.0%+13.0%4.923%
1/25/2022 Genesee Capital Advisors LLC8,411$768K0.4%+7.4%0.526%
1/18/2022 MinichMacGregor Wealth Management LLC4,473$408K0.1%N/A0.280%
11/23/2021 Fortis Advisors LLC40,893$1.96M1.2%-37.5%1.902%
11/16/2021 Transamerica Financial Advisors Inc.953$84K2.4%-27.8%0.081%
11/16/2021 LPL Financial LLC50,314$4.40M0.0%-12.4%4.264%
11/15/2021 Flow Traders U.S. LLC15,204$1.33M0.1%-16.8%1.288%
11/15/2021 Royal Bank of Canada33,817$2.96M0.0%+13,109.8%2.866%
11/12/2021 Equitable Holdings Inc.2,652$232K0.0%N/A0.225%
11/12/2021 Fortis Advisors LLC40,893$1.96M1.1%-37.5%3.466%
11/12/2021 Prospera Financial Services Inc8,123$710K0.0%+29.8%0.688%
11/5/2021 Advisor Group Holdings Inc.7,350$642K0.0%+6.1%0.623%
11/2/2021Raymond James Financial Services Advisors Inc.27,438$2.40M0.0%-9.1%2.325%
11/2/2021Raymond James & Associates5,634$493K0.0%-12.7%0.477%
11/2/2021 Cambridge Investment Research Advisors Inc.2,756$241K0.0%+22.7%0.234%
10/29/2021 Janney Montgomery Scott LLC57,079$4.99M0.0%+2.7%4.837%
10/29/2021 Beacon Harbor Wealth Advisors Inc.3,344$292K0.1%-96.8%0.283%
10/28/2021SignalPoint Asset Management LLC10,911$954K0.3%-2.0%0.957%
July 2025 Rule Change to Impact Retirement Investors (Ad)

There's a massive change from a new rule going into effect this July. And it's one the Big Banks are already using to their advantage… It allows them to treat this new asset like actual cash.

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10/20/2021 StoneX Group Inc.10,520$920K0.1%+20.8%0.923%
10/14/2021 Private Advisor Group LLC39,196$3.43M0.0%+0.9%3.438%
10/14/2021 Genesee Capital Advisors LLC7,829$684K0.3%N/A0.669%
8/24/2021 Flow Traders U.S. LLC18,271$1.71M0.1%N/A1.535%
8/17/2021 Wells Fargo & Company MN61,342$5.73M0.0%+166.2%5.070%
8/16/2021 Bank of America Corp DE34,974$3.27M0.0%-3.0%2.890%
8/16/2021 Morgan Stanley63,589$5.94M0.0%-70.5%5.255%
8/13/2021 LPL Financial LLC57,430$5.36M0.0%+11.2%4.746%
8/13/2021 Stifel Financial Corp8,349$780K0.0%N/A0.690%
8/12/2021 Private Advisor Group LLC38,863$3.63M0.0%+11.9%3.212%
(Data available from 1/1/2016 forward)

PEZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PEZ shares?

During the previous two years, 29 institutional investors and hedge funds held shares of Invesco Dorsey Wright Consumer Cyclicals Momentum ETF. The most heavily invested institutionals were Transamerica Financial Advisors Inc. ($15.04M), Transamerica Financial Advisors LLC ($13.47M), Janney Montgomery Scott LLC ($5.56M), Unique Wealth Strategies LLC ($2.91M), Bank of America Corp DE ($2.49M), Silver Oak Securities Incorporated ($2.20M), and Susquehanna International Group LLP ($2.09M).Learn more on PEZ's institutional investors.

Which institutional investors have been buying Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock?

Of the 26 institutional investors that purchased Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Janney Montgomery Scott LLC ($82.59K), Unique Wealth Strategies LLC ($35.38K), Silver Oak Securities Incorporated ($32.66K), Susquehanna International Group LLP ($18.67K), Genesee Capital Advisors LLC ($17.42K), Financial Management Professionals Inc. ($16.75K), and Farther Finance Advisors LLC ($8.98K).

How much institutional buying is happening at Invesco Dorsey Wright Consumer Cyclicals Momentum ETF?

Institutional investors have bought a total of 267,695 shares in the last 24 months. This purchase volume represents approximately $23.78M in transactions.

Which Invesco Dorsey Wright Consumer Cyclicals Momentum ETF major shareholders have been selling company stock?

Of the 9 institutional investors that sold Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($8.28K), Genesee Capital Advisors LLC ($7.00K), Financial Management Professionals Inc. ($3.55K), Flow Traders U.S. LLC ($2.55K), Silver Oak Securities Incorporated ($509.00), SignalPoint Asset Management LLC ($458.00), and LPL Financial LLC ($420.00).

How much institutional selling is happening at Invesco Dorsey Wright Consumer Cyclicals Momentum ETF?

Institutional investors have sold a total of 23,281 shares in the last 24 months. This volume of shares sold represents approximately $2.16M in transactions.


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This page (NASDAQ:PEZ) was last updated on 5/23/2025 by MarketBeat.com Staff
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