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Invesco Dorsey Wright Energy Momentum ETF

42 hedge funds and large institutions have $42.7M invested in Invesco Dorsey Wright Energy Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more capital invested

Capital invested by funds: $14.2M → $42.7M (+$28.5M)

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

20% more funds holding

Funds holding: 3542 (+7)

16.66% more ownership

Funds ownership: 37.25%53.9% (+17%)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
10
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Transamerica Financial Advisors
Florida
$15.5M +$13.7M +259,421 +81,579%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$6.59M +$5.57M +105,108 +1,909%
Morgan Stanley
3
Morgan Stanley
New York
$3.41M -$576K -10,868 -16%
Bank of America
4
Bank of America
North Carolina
$2.74M +$579K +10,930 +31%
LPL Financial
5
LPL Financial
California
$2.62M +$445K +8,405 +24%
IWM
6
IHT Wealth Management
Illinois
$1.12M -$150K -2,828 -13%
Raymond James Financial
7
Raymond James Financial
Florida
$1.11M +$358K +6,764 +57%
AC
8
AlphaCore Capital
California
$1.04M +$929K +17,545 New
Goldman Sachs
9
Goldman Sachs
New York
$934K -$892K -16,834 -52%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$880K -$71.8K -1,356 -8%
KWM
11
Kingsview Wealth Management
Oregon
$807K -$2.12K -40 -0.3%
TWM
12
Trueblood Wealth Management
Ohio
$636K +$15.7K +296 +3%
ASN
13
Advisory Services Network
Georgia
$583K +$518K +9,787 New
Citadel Advisors
14
Citadel Advisors
Florida
$526K +$468K +8,840 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$507K +$451K +8,510 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$422K +$355K +6,706 +1,798%
SOS
17
Silver Oak Securities
Tennessee
$355K +$316K +5,965 New
UBS Group
18
UBS Group
Switzerland
$336K -$168K -3,163 -36%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$331K +$294K +5,555 New
KFAS
20
Keating Financial Advisory Services
Kansas
$252K
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$240K +$214K +4,032 New
Truist Financial
22
Truist Financial
North Carolina
$236K -$190K -3,581 -47%
PGFC
23
Peapack-Gladstone Financial Corp
New Jersey
$234K +$208K +3,935 New
Osaic Holdings
24
Osaic Holdings
Arizona
$234K +$115K +2,164 +123%
Ameriprise
25
Ameriprise
Minnesota
$221K +$196K +3,706 New

PXI Hedge Fund Activity: Q1 2026 in Review

42 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q1 2026, worth a combined $42.7M — up 201% from $14.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PXI positions and 4 closed out — a net gain of 8 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Transamerica Financial Advisors, adding an estimated $13.7M. The largest seller was Goldman Sachs, cutting an estimated $892K.

  • 42 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q1 2026, up from 35 in Q4 2025.
  • Funds reported $42.7M of Invesco Dorsey Wright Energy Momentum ETF stock for Q1 2026, up 201% quarter-over-quarter.
  • 12 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q1 2026 and 4 closed out, a net change of +8 holders.
  • The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q1 2026 was Transamerica Financial Advisors, an estimated $13.7M added.
  • The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q1 2026 was Goldman Sachs, an estimated $892K sold.

Based on aggregated 13F filings for Q1 2026.