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

Invesco Dorsey Wright Consumer Cyclicals Momentum ETF logo
$98.66 0.00 (0.00%)
As of 05/22/2026 12:51 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)
17
Total
Institutional Inflows
(last 12 months)
$7.43M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$36.66M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Bank of America Corp DE25,825$2.49M0.0%+3.2%11.228%
5/13/2026 Cetera Investment Advisers10,287$992K0.0%+3.2%4.473%
5/1/2026 Fifth Third Bancorp2,500$241K0.0%N/A1.087%
2/17/2026 Cetera Investment Advisers9,964$1.04M0.0%+1.8%4.152%
2/17/2026 Osaic Holdings Inc.6,637$690K0.0%-49.2%2.765%
2/13/2026 Transamerica Financial Advisors LLC925$96K0.0%-99.3%0.385%
2/11/2026 LPL Financial LLC10,357$1.08M0.0%-18.9%4.315%
2/10/2026 Goldman Sachs Group Inc.2,354$245K0.0%N/A0.981%
2/5/2026 AlphaCore Capital LLC9,489$986K0.0%N/A3.954%
1/23/2026 Farther Finance Advisors LLC9,276$964K0.0%+2.5%3.865%
1/21/2026 Sound Income Strategies LLC244$26K0.0%N/A0.102%
1/21/2026 Trueblood Wealth Management LLC4,466$464K0.2%+2.3%1.861%
1/16/2026 Genesee Capital Advisors LLC3,882$404K0.2%N/A1.618%
11/18/2025 Advisory Services Network LLC3,725$375K0.0%N/A0.760%
11/17/2025 Susquehanna International Group LLP8,069$812K0.0%+9.7%1.647%
11/17/2025 Citadel Advisors LLC4,578$461K0.0%-11.8%0.934%
11/14/2025 Raymond James Financial Inc.2,438$245K0.0%+198.8%0.498%
11/14/2025 Two Sigma Investments LP9,100$916K0.0%N/A1.857%
11/5/2025SPC Financial Inc.9,611$967K0.1%N/A1.961%
10/21/2025 Silver Oak Securities Incorporated25,232$2.54M0.2%N/A5.046%
10/14/2025 Farther Finance Advisors LLC9,051$911K0.0%+1.6%1.810%
9/4/2025 Osaic Holdings Inc.13,411$1.33M0.0%+4.8%4.326%
8/15/2025 Bank of America Corp DE24,768$2.46M0.0%+1.2%7.990%
8/14/2025 Raymond James Financial Inc.816$81K0.0%N/A0.263%
8/14/2025 Transamerica Financial Advisors LLC601$60K0.0%-99.6%0.194%
8/8/2025 Cetera Investment Advisers2,811$280K0.0%-13.3%0.907%
7/28/2025 Harbour Investments Inc.1,292$129K0.0%+192.3%0.417%
7/23/2025 Trueblood Wealth Management LLC4,314$429K0.2%+6.9%1.392%
7/17/2025 Janney Montgomery Scott LLC2,402$239K0.0%-96.3%0.775%
7/16/2025 Register Financial Advisors LLC1,026$102K0.0%-9.7%0.331%
6/27/2025 Goldman Sachs Group Inc.12,078$1.04M0.0%+4.3%2.047%
5/16/2025Goldman Sachs Group Inc.12,078$1.04M0.0%+4.3%2.047%
5/16/2025Jones Financial Companies Lllp1,730$149K0.0%N/A0.293%
5/14/2025Transamerica Financial Advisors LLC156,636$13.47M1.4%+2.8%26.548%
5/8/2025SPC Financial Inc.10,078$867K0.1%+3.9%1.708%
5/6/2025Cetera Investment Advisers3,243$279K0.0%+19.6%0.550%
4/29/2025Silver Oak Securities Incorporated25,669$2.20M0.2%+20.6%4.278%
4/28/2025Rossby Financial LCC332$28K0.0%N/A0.055%
4/22/2025Cambridge Investment Research Advisors Inc.18,051$1.55M0.0%+2.8%3.009%
4/22/2025Genesee Capital Advisors LLC10,412$895K0.4%-37.5%1.735%
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4/17/2025Janney Montgomery Scott LLC64,678$5.56M0.0%+1.7%10.780%
4/15/2025Trueblood Wealth Management LLC4,036$347K0.2%N/A0.673%
4/14/2025Farther Finance Advisors LLC8,983$779K0.0%N/A1.497%
2/17/2025Cetera Investment Advisers2,712$268K0.0%N/A0.393%
2/17/2025Blue Capital Inc.5,159$509K0.4%N/A0.748%
2/17/2025Bank of America Corp DE25,161$2.49M0.0%-0.9%3.647%
2/14/2025Susquehanna International Group LLP21,158$2.09M0.0%+749.4%3.066%
2/14/2025GeoWealth Management LLC4,169$412K0.0%+44.3%0.604%
2/13/2025Advisory Services Network LLC2,114$209K0.0%N/A0.306%
2/12/2025Transamerica Financial Advisors Inc.152,339$15.04M1.5%+4.1%22.078%
2/11/2025LPL Financial LLC12,573$1.24M0.0%+13.4%1.822%
2/10/2025Harbour Investments Inc.492$49K0.0%N/A0.071%
2/6/2025SPC Financial Inc.9,701$958K0.1%+1.1%1.406%
2/3/2025Concurrent Investment Advisors LLC4,437$438K0.0%N/A0.643%
1/31/2025Global Retirement Partners LLC251$25K0.0%N/A0.036%
1/27/2025Silver Oak Securities Incorporated21,282$2.11M0.2%-2.3%3.084%
1/22/2025Genesee Capital Advisors LLC16,664$1.65M0.8%-3.0%2.415%
1/15/2025Financial Management Professionals Inc.13,199$1.30M0.2%-21.2%1.913%
11/13/2024Transamerica Financial Advisors Inc.146,405$15.24M1.5%+0.3%21.530%
10/29/2024Janney Montgomery Scott LLC63,533$6.61M0.0%-11.5%9.343%
10/24/2024Financial Management Professionals Inc.16,749$1.74M0.2%N/A2.463%
10/23/2024Silver Oak Securities Incorporated21,791$2.27M0.2%+65.2%3.205%
10/16/2024SPC Financial Inc.9,599$999K0.1%-2.9%1.433%
8/21/2024SPC Financial Inc.9,888$949K0.1%+1.8%1.318%
7/31/2024Commonwealth Equity Services LLC5,180$497K0.0%N/A0.700%
7/26/2024Cambridge Investment Research Advisors Inc.18,210$1.75M0.0%+42.1%2.461%
7/19/2024Genesee Capital Advisors LLC17,172$1.65M0.8%+15.0%2.352%
5/4/2024SPC Financial Inc.9,710$937K0.1%+4.5%1.494%
5/1/2024Janney Montgomery Scott LLC81,516$7.87M0.0%+19.2%12.541%
4/23/2024Genesee Capital Advisors LLC14,929$1.44M0.8%-1.6%2.370%
2/12/2024Scotia Capital Inc.6,276$517K0.0%N/A0.981%
2/8/2024Janney Montgomery Scott LLC68,375$5.63M0.0%N/A10.684%
2/5/2024Silver Oak Securities Incorporated19,670$1.62M0.2%N/A3.073%
2/5/2024Unique Wealth Strategies LLC35,384$2.91M1.9%N/A5.529%
1/29/2024Genesee Capital Advisors LLC15,173$1.25M0.8%N/A2.371%
1/12/2024Register Financial Advisors LLC1,144$94K0.1%N/A0.185%
10/13/2023SignalPoint Asset Management LLC10,054$652K0.1%-4.4%3.467%
8/9/2023Flow Traders U.S. LLC3,851$267K0.0%-39.9%1.284%
7/31/2023LPL Financial LLC10,912$755K0.0%-3.7%3.637%
5/9/2023Bellevue Asset Management LLC369$25K0.0%-30.2%0.112%
2/7/2023LPL Financial LLC12,517$802K0.0%-19.0%3.477%
2/1/2023Capital Wealth Alliance LLC6,183$396K0.3%+65.1%1.718%
11/15/2022Flow Traders U.S. LLC12,604$750K0.0%-7.3%3.317%
11/9/2022Capital Wealth Alliance LLC3,745$222K0.2%-36.3%0.986%
9/16/2022Private Trust Co. NA1,900$115K0.0%N/A0.432%
8/13/2022Flow Traders U.S. LLC13,596$826K0.0%+38.1%3.090%
5/11/2022StoneX Group Inc.4,509$338K0.2%-57.9%0.867%
4/18/2022WMG Financial Advisors LLC3,696$277K0.2%-12.3%0.648%
2/14/2022Theory Financial LLC37,919$3.46M2.3%N/A5.496%
2/14/2022LPL Financial LLC65,678$6.00M0.0%+30.5%9.519%
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2/8/2022Bank of America Corp DE43,857$4.01M0.0%+27.1%3.537%


PEZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 32 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), Silver Oak Securities Incorporated ($2.54M), Bank of America Corp DE ($2.49M), Cambridge Investment Research Advisors Inc. ($1.55M), Financial Management Professionals Inc. ($1.30M), LPL Financial LLC ($1.08M), and Cetera Investment Advisers ($992K).Learn more on Invesco Dorsey Wright Consumer Cyclicals Momentum ETF's institutional investors.

Of the 30 institutional investors that purchased Invesco Dorsey Wright Consumer Cyclicals Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Silver Oak Securities Incorporated ($38.22K), Susquehanna International Group LLP ($19.38K), Financial Management Professionals Inc. ($16.75K), SPC Financial Inc. ($10.27K), AlphaCore Capital LLC ($9.49K), Farther Finance Advisors LLC ($9.35K), and Two Sigma Investments LP ($9.10K).

Institutional investors have bought a total of 73,586 shares in the last 24 months. This purchase volume represents approximately $7.43M in transactions.

The following institutional investors have sold Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock in the last 24 months: Transamerica Financial Advisors LLC ($291.65K), Janney Montgomery Scott LLC ($62.28K), Osaic Holdings Inc. ($6.42K), LPL Financial LLC ($2.41K), Citadel Advisors LLC ($613.00), Cetera Investment Advisers ($432.00), and Register Financial Advisors LLC ($110.00).

Institutional investors have sold a total of 363,905 shares in the last 24 months. This volume of shares sold represents approximately $36.66M in transactions.


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This page (NASDAQ:PEZ) was last updated on 5/26/2026 by MarketBeat.com Staff.
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