Who Owns INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF (PEZ)? -- Institutional Holders (2026-06-30)

25 institutions reported holding $9.9M of INVESCO DORSEY WRIGHT CONSUMER CYCLICALS MOMENTUM ETF (PEZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($2.7M), MORGAN STANLEY ($1.5M), Cetera Investment Advisers ($1.1M), Farther Finance Advisors, LLC ($959,199), OSAIC HOLDINGS, INC. ($651,206). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$2.7M	25,865	Added
2	MORGAN STANLEY	$1.5M	14,568	Hold
3	Cetera Investment Advisers	$1.1M	10,787	Added
4	Farther Finance Advisors, LLC	$959,199	9,273	Trimmed
5	OSAIC HOLDINGS, INC.	$651,206	6,296	Trimmed
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$582,471	5,631	Added
7	LPL Financial LLC	$557,591	5,390	Trimmed
8	Trueblood Wealth Management, LLC	$456,789	4,416	Trimmed
9	GOLDMAN SACHS GROUP INC	$454,102	4,390	Added
10	Genesee Capital Advisors, LLC	$281,883	2,725	Hold
11	FIFTH THIRD BANCORP	$258,600	2,500	Hold
12	Register Financial Advisors LLC	$114,936	1,111	Hold
13	HARBOUR INVESTMENTS, INC.	$82,752	800	Trimmed
14	UBS Group AG	$49,859	482	Trimmed
15	BELLEVUE ASSET MANAGEMENT, LLC	$38,169	369	Hold
16	Transamerica Financial Advisors, LLC	$29,074	281	Trimmed
17	Institute for Wealth Management, LLC.	$22,757	220	New
18	CENTRAL TRUST Co	$21,516	208	Hold
19	JONES FINANCIAL COMPANIES LLLP	$10,977	105	Hold
20	MTM Investment Management, LLC	$8,482	82	Hold
21	IFP Advisors, Inc	$8,275	80	Hold
22	BLAIR WILLIAM & CO/IL	$3,207	31	Hold
23	WELLS FARGO & COMPANY/MN	$32	0	Trimmed
24	Sound Income Strategies, LLC	$0	0	Exited
25	Global Retirement Partners, LLC	$0	0	Exited

来源：SEC 13F 申报文件 · 截至 2026-06-30