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

$100.67 +0.86 (+0.86%)
As of 01/17/2025 03:47 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$17.17M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.27M
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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
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%
10/13/2023 SignalPoint 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%
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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%
1/31/2022 SignalPoint 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%
1/18/2022 MinichMacGregor Wealth Management LLC4,473$408K0.1%N/A0.280%
11/23/2021 Fortis Advisors LLC40,893$1.96M1.2%-37.5%1.902%
11/16/2021Transamerica 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%
10/28/2021 SignalPoint 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%
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%
7/31/2021SPC Financial Inc.5,903$551K0.1%+3.3%0.444%
6/23/2021StoneX Group Inc.6,809$600K0.1%-7.6%0.528%
6/17/2021Geneos Wealth Management Inc.850$76K0.0%-51.4%0.066%
5/18/2021Morgan Stanley215,399$18.98M0.0%+531.1%17.232%
5/18/2021IHT Wealth Management LLC3,091$272K0.0%+4.5%0.232%
5/18/2021Jane Street Group LLC4,636$409K0.0%N/A0.349%
5/17/2021Eudaimonia Partners LLC421$37K0.0%N/A0.032%
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5/12/2021UBS Group AG9,910$873K0.0%+35.8%0.729%
5/7/2021Sowell Financial Services LLC1,425$125K0.0%+93.6%0.100%
5/7/2021Capital Wealth Alliance LLC14,425$1.27M0.8%+80.2%1.016%
5/4/2021Envestnet Asset Management Inc.4,896$431K0.0%N/A0.350%
5/3/2021 SignalPoint Asset Management LLC11,133$981K0.3%+5.0%0.795%
4/30/2021Cornerstone Wealth Management LLC16,298$1.44M0.2%N/A1.164%
4/27/2021 Janney Montgomery Scott LLC43,558$3.84M0.0%+14.3%3.111%
4/26/2021Beacon Harbor Wealth Advisors Inc.105,566$9.30M3.7%N/A7.540%
4/22/2021SPC Financial Inc.5,714$504K0.1%+19.4%0.408%
4/5/2021Fulcrum Equity Management39,729$3.50M1.4%+679.6%2.987%
(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, 16 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. ($15.24M), Janney Montgomery Scott LLC ($6.61M), Unique Wealth Strategies LLC ($2.91M), Silver Oak Securities Incorporated ($2.27M), Cambridge Investment Research Advisors Inc. ($1.75M), Genesee Capital Advisors LLC ($1.65M), and Financial Management Professionals Inc. ($1.30M).Learn more on PEZ's institutional investors.

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

Of the 12 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 ($81.52K), Unique Wealth Strategies LLC ($35.38K), Silver Oak Securities Incorporated ($28.27K), Genesee Capital Advisors LLC ($17.42K), Financial Management Professionals Inc. ($16.75K), Scotia Capital Inc. ($6.28K), and Cambridge Investment Research Advisors Inc. ($5.39K).

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

Institutional investors have bought a total of 200,760 shares in the last 24 months. This purchase volume represents approximately $17.57M in transactions.

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

The following institutional investors have sold Invesco Dorsey Wright Consumer Cyclicals Momentum ETF stock in the last 24 months: Janney Montgomery Scott LLC ($8.28K), Financial Management Professionals Inc. ($3.55K), LPL Financial LLC ($3.35K), Flow Traders U.S. LLC ($2.55K), SignalPoint Asset Management LLC ($458.00), SPC Financial Inc. ($289.00), and Genesee Capital Advisors LLC ($244.00).

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

Institutional investors have sold a total of 18,885 shares in the last 24 months. This volume of shares sold represents approximately $1.90M in transactions.


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This page (NASDAQ:PEZ) was last updated on 1/21/2025 by MarketBeat.com Staff
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