Invesco Dorsey Wright Energy Momentum ETF
42 hedge funds and large institutions have $59M invested in Invesco Dorsey Wright Energy Momentum ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
11% more capital invested
Capital invested by funds: $53M → $59M (+$6.04M)
11% more funds holding
Funds holding: 38 → 42 (+4)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
0.89% more ownership
Funds ownership: 32.45% → 33.34% (+0.89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
Hoxton Financial
Shepherdstown,
West Virginia
|
+$7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.95M |
| 3 |
Morgan Stanley
New York
|
+$1.72M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.69M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$4.53M |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$1.26M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$860K |
| 4 |
ONB
Old National Bancorp
Evansville,
Indiana
|
-$383K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$367K |
PXI Hedge Fund Activity: Q2 2015 in Review
42 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q2 2015, worth a combined $59M — up 11% from $53M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PXI positions and 1 closed out — a net gain of 5 holders — while 14 added to existing stakes and 13 trimmed.
The largest buyer was Hoxton Financial, adding an estimated $7M. The largest seller was Creative Planning, cutting an estimated $4.53M.
- 42 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q2 2015, up from 38 in Q1 2015.
- Funds reported $59M of Invesco Dorsey Wright Energy Momentum ETF stock for Q2 2015, up 11% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q2 2015 and 1 closed out, a net change of +5 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q2 2015 was Hoxton Financial, an estimated $7M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q2 2015 was Creative Planning, an estimated $4.53M sold.
Based on aggregated 13F filings for Q2 2015.