Who Owns Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ)?Hedge Fund & Institutional Holders
Institutional Holders
32
as of Q4 2025
Total Institutional Value
$2.0000009640004642e+94T
% of Float Held
—
QoQ Change in Holders
+13 / -5
Price History
PEZ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Increased | +222 | +$2.0B |
| Trueblood Wealth Management, LLC | New Position | +4K | +$464.0M |
| Genesee Capital Advisors, LLC | New Position | +4K | +$403.0M |
| PRIVATE TRUST CO NA | New Position | +2K | +$197.0M |
| Register Financial Advisors LLC | New Position | +1K | +$104.0M |
| Farther Finance Advisors, LLC | Increased | +225 | +$52.9M |
| BELLEVUE ASSET MANAGEMENT, LLC | New Position | +369 | +$38.0M |
| Sound Income Strategies, LLC | New Position | +244 | +$26.0M |
| CENTRAL TRUST Co | New Position | +208 | +$21.0M |
| MTM Investment Management, LLC | New Position | +82 | +$8.0M |
| CWM, LLC | New Position | +100 | +$10K |
| AlphaCore Capital LLC | New Position | +9K | +$0 |
| Global Retirement Partners, LLC | New Position | +251 | +$0 |
| JONES FINANCIAL COMPANIES LLLP | New Position | +105 | +$0 |
| GOLDMAN SACHS GROUP INC | New Position | +2K | +$0 |
PEZ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | Decreased | -6K | -$1.3B |
| LPL Financial LLC | Decreased | -2K | -$1.3B |
| TWO SIGMA INVESTMENTS, LP | Closed Position | -9K | -$916.1M |
| CITADEL ADVISORS LLC | Closed Position | -5K | -$460.8M |
| Advisory Services Network, LLC | Closed Position | -4K | -$375.0M |
| RAYMOND JAMES FINANCIAL INC | Closed Position | -2K | -$245.5M |
| UBS Group AG | Decreased | -389 | -$38.1M |
| Transamerica Financial Advisors, LLC | Decreased | -136K | -$13.6M |
| MORGAN STANLEY | Decreased | -3K | -$993K |
| Cambridge Investment Research Advisors, Inc. | Closed Position | -4K | -$407K |
Top Institutional Holders(Q4 2025)
PEZ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 27 | $4.5B | +8 |
| Q3 2025 | 19 | $7.8B | -8 |
| Q2 2025 | 27 | $9.3B | -7 |
| Q1 2025 | 34 | $13.6B | +1 |
| Q4 2024 | 33 | $474.8B | +11 |
| Q3 2024 | 22 | $1.2T | +0 |
| Q2 2024 | 22 | $574.0B | +5 |
| Q1 2024 | 17 | $315.7T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 32 institutional investors hold PEZ (Invesco Dorsey Wright Consumer Cyclicals Momentum ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $2.0B in shares. This quarter, 13 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own PEZ?
As of Q4 2025, 32 institutional investors report holding PEZ (Invesco Dorsey Wright Consumer Cyclicals Momentum ETF) in their 13F filings.
Who is the largest institutional holder of PEZ?
The largest institutional holder of PEZ is BANK OF AMERICA CORP /DE/ with $2.0B in shares.
Is institutional ownership of PEZ increasing or decreasing?
This quarter, 13 institutions opened new positions in PEZ and 5 closed their positions.