INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF

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PEZ·46137V803·US·ETF·Unknown - Unknown

PEZ (INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF) is held by 14 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($2.7M), MORGAN STANLEY ($1.5M), Cetera Investment Advisers ($1.1M). Net institutional sentiment: Mixed.

14

Holders

(1 Elite)

$8.9M

Total Value

50% (10)

Consensus

5 buying - 5 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)43

Insider (Form 4)52

Activist (13D/13G)75

Congressional (STOCK Act)33

Holder Quality

36

★★★★★

Elite

42

★★★★

Strong

44

★★★

Solid

82

★★

Below

59

★

Weak

Held by 14 funds

1 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for PEZ.

Top Holders

Top Holders (14)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	25,865(+0.1%)	$2.7M	0.0%	+0.91%	26
MORGAN STANLEY	Unchanged	14,568	$1.5M	0.0%	+3.81%	0
Cetera Investment Advisers	Increased	10,787(+4.9%)	$1.1M	0.0%	-0.42%	26
Farther Finance Advisors, LLC	Decreased	9,273(-0.0%)	$959,199	0.0%	+15.84%	0
OSAIC HOLDINGS, INC.	Decreased	6,296(-2.4%)	$651,206	0.0%	+7.63%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	5,631(+2.2%)	$582,471	0.0%	+3.15%	17
LPL Financial LLC	Decreased	5,390(-14.1%)	$557,591	0.0%	+18.62%	0
GOLDMAN SACHS GROUP INC	Increased	4,390(+21.3%)	$454,102	0.0%	-4.20%	20
FIFTH THIRD BANCORP	Unchanged	2,500	$258,600	0.0%	-3.60%	0
IWIntegrated Wealth Concepts LLC	New	1,036	$107,165	0.0%	-3.38%	30
UBS Group AG	Decreased	482(-36.8%)	$49,859	0.0%	+8.20%	0
JONES FINANCIAL COMPANIES LLLP	Unchanged	105	$10,977	0.0%	+16.81%	0
BLAIR WILLIAM & CO/IL	Unchanged	31	$3,207	0.0%	+1.13%	0
WELLS FARGO & COMPANY/MN	Decreased	0(-100.0%)	$32	0.0%	-4.78%	0

PEZINVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer