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

$100.48 -0.71 (-0.70%)
As of 03:49 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)
24
Total
Institutional Inflows
(last 12 months)
$9.52M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$23.53M
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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
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%
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%
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%
1/27/2022Janney 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%
11/23/2021Fortis 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%
11/12/2021Fortis 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%
10/29/2021Janney 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%
(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, 30 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), Unique Wealth Strategies LLC ($2.91M), Bank of America Corp DE ($2.46M), Silver Oak Securities Incorporated ($2.20M), Susquehanna International Group LLP ($2.09M), Cambridge Investment Research Advisors Inc. ($1.55M), and Osaic Holdings Inc. ($1.33M).Learn more on Invesco Dorsey Wright Consumer Cyclicals Momentum ETF's institutional investors.

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

Of the 29 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: 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 98,464 shares in the last 24 months. This purchase volume represents approximately $9.52M in transactions.

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

Of the 9 institutional investors that sold Invesco Dorsey Wright Consumer Cyclicals Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Transamerica Financial Advisors LLC ($156.04K), Janney Montgomery Scott LLC ($70.55K), Genesee Capital Advisors LLC ($6.76K), Financial Management Professionals Inc. ($3.55K), Silver Oak Securities Incorporated ($509.00), Cetera Investment Advisers ($432.00), and SPC Financial Inc. ($289.00).

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

Institutional investors have sold a total of 238,458 shares in the last 24 months. This volume of shares sold represents approximately $23.53M in transactions.


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This page (NASDAQ:PEZ) was last updated on 9/16/2025 by MarketBeat.com Staff
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