Fulcrum Equity Management Acquires 34,633 Shares of Invesco DWA Consumer Cyclicals Momentum ETF (NASDAQ:PEZ)


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Fulcrum Equity Management lifted its holdings in Invesco DWA Consumer Cyclicals Momentum ETF (NASDAQ:PEZ) by 679.6% in the first quarter, HoldingsChannel reports. The fund owned 39,729 shares of the company’s stock after buying an additional 34,633 shares during the period. Invesco DWA Consumer Cyclicals Momentum ETF makes up 1.4% of Fulcrum Equity Management’s investment portfolio, making the stock its 14th biggest position. Fulcrum Equity Management’s holdings in Invesco DWA Consumer Cyclicals Momentum ETF were worth $3,501,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in PEZ. Janney Montgomery Scott LLC increased its stake in shares of Invesco DWA Consumer Cyclicals Momentum ETF by 6.3% in the fourth quarter. Janney Montgomery Scott LLC now owns 38,093 shares of the company’s stock worth $2,898,000 after buying an additional 2,250 shares during the period. LPL Financial LLC increased its stake in shares of Invesco DWA Consumer Cyclicals Momentum ETF by 7.0% in the fourth quarter. LPL Financial LLC now owns 36,851 shares of the company’s stock worth $2,803,000 after buying an additional 2,413 shares during the period. Morgan Stanley increased its stake in shares of Invesco DWA Consumer Cyclicals Momentum ETF by 16.3% in the third quarter. Morgan Stanley now owns 28,896 shares of the company’s stock worth $1,838,000 after buying an additional 4,054 shares during the period. Wells Fargo & Company MN increased its stake in shares of Invesco DWA Consumer Cyclicals Momentum ETF by 25.6% in the fourth quarter. Wells Fargo & Company MN now owns 12,369 shares of the company’s stock worth $941,000 after buying an additional 2,522 shares during the period. Finally, Capital Wealth Alliance LLC increased its stake in shares of Invesco DWA Consumer Cyclicals Momentum ETF by 43.3% in the fourth quarter. Capital Wealth Alliance LLC now owns 8,003 shares of the company’s stock worth $696,000 after buying an additional 2,420 shares during the period.

Shares of NASDAQ PEZ traded down $0.59 during mid-day trading on Thursday, hitting $89.00. The stock had a trading volume of 27,214 shares, compared to its average volume of 28,069. The business has a 50 day moving average price of $89.82 and a two-hundred day moving average price of $80.40. Invesco DWA Consumer Cyclicals Momentum ETF has a 1 year low of $37.23 and a 1 year high of $97.80.

About Invesco DWA Consumer Cyclicals Momentum ETF

PowerShares Dynamic Consumer Discretionary Sector Portfolio (the Fund) seeks investment results that correspond generally to the price and yield of the Dynamic Consumer Discretionary Sector Intellidex Index (the Index). The Fund will normally invest at least 80% of its total assets in common stocks of consumer companies.

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Want to see what other hedge funds are holding PEZ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Invesco DWA Consumer Cyclicals Momentum ETF (NASDAQ:PEZ).

Institutional Ownership by Quarter for Invesco DWA Consumer Cyclicals Momentum ETF (NASDAQ:PEZ)

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