Free Trial
→ New “Trump” currency proposed in DC (From Paradigm Press) (Ad) Buy PEZ Stock  Free PEZ Stock Alerts

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

$82.20 +0.78 (+0.95%)
Closing price 04/17/2025 03:50 PM Eastern
Extended Trading
$82.26 +0.06 (+0.07%)
As of 04/17/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (NASDAQ:PEZ)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$10.66M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.39M
Get PEZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/17/2025Cetera 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%
1/15/2025 Financial 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%
10/29/2024 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%
10/23/2024Silver 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%
5/1/2024 Janney 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%
2/8/2024 Janney 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%
Crypto’s crashing…but we’re still profiting (Ad)

Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess. The news is screaming fear. But while most traders watch their portfolios tank…

my friend Joel and his team at The Crypto Code are doing the opposite.
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%
2/10/2022Private Advisor Group LLC41,913$3.83M0.0%+6.9%6.074%
2/10/2022HighTower 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%
2/8/2022Bank 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%
2/4/2022Envestnet Asset Management Inc.4,671$427K0.0%N/A0.377%
2/3/2022Cambridge Investment Research Advisors Inc.6,747$616K0.0%+144.8%0.544%
2/3/2022Advisor Group Holdings Inc.6,608$602K0.0%-10.1%0.533%
2/3/2022Bellevue Asset Management LLC529$48K0.0%-21.7%0.043%
2/1/2022Centaurus Financial Inc.1,339$122K0.0%N/A0.104%
1/31/2022SignalPoint Asset Management LLC10,420$951K0.3%-4.5%0.808%
1/31/2022SPC Financial Inc.6,224$568K0.1%+4.5%0.482%
1/27/2022Capital 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%
1/25/2022Genesee Capital Advisors LLC8,411$768K0.4%+7.4%0.526%
1/18/2022MinichMacGregor Wealth Management LLC4,473$408K0.1%N/A0.280%
11/23/2021 Fortis Advisors LLC40,893$1.96M1.2%-37.5%1.902%
11/16/2021Transamerica Financial Advisors Inc.953$84K2.4%-27.8%0.081%
11/16/2021LPL Financial LLC50,314$4.40M0.0%-12.4%4.264%
11/15/2021Flow Traders U.S. LLC15,204$1.33M0.1%-16.8%1.288%
11/15/2021Royal Bank of Canada33,817$2.96M0.0%+13,109.8%2.866%
11/12/2021Equitable Holdings Inc.2,652$232K0.0%N/A0.225%
11/12/2021 Fortis Advisors LLC40,893$1.96M1.1%-37.5%3.466%
11/12/2021Prospera Financial Services Inc8,123$710K0.0%+29.8%0.688%
11/5/2021Advisor 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%
11/2/2021Cambridge 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%
10/29/2021Beacon 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%
10/20/2021StoneX Group Inc.10,520$920K0.1%+20.8%0.923%
10/14/2021Private Advisor Group LLC39,196$3.43M0.0%+0.9%3.438%
10/14/2021Genesee Capital Advisors LLC7,829$684K0.3%N/A0.669%
8/24/2021Flow Traders U.S. LLC18,271$1.71M0.1%N/A1.535%
8/17/2021Wells Fargo & Company MN61,342$5.73M0.0%+166.2%5.070%
8/16/2021Bank of America Corp DE34,974$3.27M0.0%-3.0%2.890%
8/16/2021Morgan Stanley63,589$5.94M0.0%-70.5%5.255%
8/13/2021LPL Financial LLC57,430$5.36M0.0%+11.2%4.746%
8/13/2021Stifel Financial Corp8,349$780K0.0%N/A0.690%
Crypto’s crashing…but we’re still profiting (Ad)

Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess. The news is screaming fear. But while most traders watch their portfolios tank…

my friend Joel and his team at The Crypto Code are doing the opposite.
8/12/2021Private Advisor Group LLC38,863$3.63M0.0%+11.9%3.212%
8/12/2021Advisory Services Network LLC1,585$148K0.0%N/A0.122%
8/12/2021Prospera Financial Services Inc6,259$585K0.0%N/A0.481%
8/11/2021Susquehanna International Group LLP2,690$250K0.0%-80.8%0.202%
8/10/2021Cambridge Investment Research Advisors Inc.2,246$210K0.0%N/A0.169%
8/10/2021Rockefeller Capital Management L.P.500$46K0.0%N/A0.038%
8/10/2021Transamerica Financial Advisors Inc.1,320$124K3.0%+10.5%0.099%
8/6/2021StoneX Group Inc.8,706$813K0.1%+27.9%0.655%
8/2/2021Advisor Group Holdings Inc.6,927$647K0.0%-12.9%0.521%
8/2/2021Capital Wealth Alliance LLC14,646$1.22M0.8%+1.5%1.101%
(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, 26 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), Janney Montgomery Scott LLC ($5.56M), Unique Wealth Strategies LLC ($2.91M), Bank of America Corp DE ($2.49M), Silver Oak Securities Incorporated ($2.11M), Susquehanna International Group LLP ($2.09M), and Cambridge Investment Research Advisors Inc. ($1.75M).Learn more on PEZ's institutional investors.

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

Of the 22 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 ($28.27K), 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 255,042 shares in the last 24 months. This purchase volume represents approximately $22.69M in transactions.

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

Of the 10 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), Financial Management Professionals Inc. ($3.55K), Flow Traders U.S. LLC ($2.55K), Genesee Capital Advisors LLC ($752.00), 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 17,189 shares in the last 24 months. This volume of shares sold represents approximately $1.65M in transactions.


Related Companies

This page (NASDAQ:PEZ) was last updated on 4/19/2025 by MarketBeat.com Staff
From Our Partners
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Get Your Bank Account “Fed Invasion” Ready with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
My friends Joel and Adam have a simple motto: "For us, it's always a bull market." That’s because their 92%...
Crypto Swap Profits | Sponsored
Altucher: Turn $900 into $108,000 in just 12 months?
We are entering the final Trump Bump of our lives. But the biggest returns will not be in the stock market.
Paradigm Press | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Claim Your FREE Protection Guide
In the final days of his first term, Trump quietly left open an "off the books" wealth-protection loophole hid...
American Alternative | Sponsored
Elon Musk Confirms: Tesla’s Optimus is Replacing Workers… and Heading to Mars
Elon Musk just confirmed Tesla’s robot will go to Mars. But on Earth, it may trigger a trillion-dollar tech sh...
InvestorPlace | Sponsored