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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
JP Morgan Chase
26
JP Morgan Chase
New York
$162K +$136K +2,560 +1,969%
SIS
27
Sound Income Strategies
Florida
$152K
TRCT
28
Tower Research Capital (TRC)
New York
$92.3K -$169K -3,196 -67%
CTWM
29
Cherry Tree Wealth Management
Minnesota
$77.4K
FFA
30
Farther Finance Advisors
California
$75.2K
IA
31
IFP Advisors
Florida
$71.7K
Fidelity Investments
32
Fidelity Investments
Massachusetts
$56K +$33.3K +629 +202%
SPIA
33
Steward Partners Investment Advisory
New York
$46.3K -$16.4K -309 -28%
CIAS
34
Capital Investment Advisory Services
North Carolina
$31.6K
GWM
35
Geneos Wealth Management
Colorado
$29.8K
AP
36
Advisors Preferred
Maryland
$24.6K +$21.9K +413 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$13K
AssetMark Inc
38
AssetMark Inc
California
$12.6K +$11.2K +212 New
Jones Financial Companies
39
Jones Financial Companies
Missouri
$6.89K
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$4.88K
MCM
41
MAI Capital Management
Ohio
$1.79K +$1.59K +30 New
HB
42
Horizon Bancorp
Indiana
$1K
Wells Fargo
43
Wells Fargo
California
$19 -$816K -15,409 Closed
CCFM
44
Clear Creek Financial Management
Washington
-$221K -4,887 Closed
FHA
45
Flagship Harbor Advisors
Massachusetts
-$67.8K -1,500 Closed
NA
46
NewEdge Advisors
Louisiana
-$44.3K -980 Closed

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.