Invesco Dorsey Wright Consumer Cyclicals Momentum ETF (PEZ)

• Market cap: $73.2M
• 1 day: 0.46%
• 5 days: 0.94%
• 1 month: -9.11%
• 3 months: -1.94%
• 6 months: 5.78%
• Year to date: 25.13%
• 1 year: 22.45%
• 5 years: 83.28%
• 10 years: 127.16%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

6% more capital invested

Capital invested by funds: $41.1M [Q2] → $43.6M (+$2.52M) [Q3]

0% more funds holding

Funds holding: 28 [Q2] → 28 (+0) [Q3]

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

15.75% less ownership

Funds ownership: 60.33% [Q2] → 44.58% (-15.75%) [Q3]

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

50% less call options, than puts

Call options by funds: $104K | Put options by funds: $208K