Invesco Dorsey Wright Energy Momentum ETF
35 hedge funds and large institutions have $17.2M invested in Invesco Dorsey Wright Energy Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
6% more funds holding
Funds holding: 33 → 35 (+2)
0.72% less ownership
Funds ownership: 20.49% → 19.77% (-0.72%)
15% less capital invested
Capital invested by funds: $20.2M → $17.2M (-$3M)
46% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.04M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.25M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$322K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$181K |
| 5 |
BFC
Bedel Financial Consulting
Indianapolis,
Indiana
|
+$101K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$1.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.38M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| 4 |
VF
Virtu Financial
New York
|
-$482K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$299K |
PXI Hedge Fund Activity: Q1 2018 in Review
35 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q1 2018, worth a combined $17.2M — down 15% from $20.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PXI positions and 7 closed out — a net gain of 2 holders — while 7 added to existing stakes and 13 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $2.04M. The largest seller was Creative Planning, exiting entirely with an estimated $1.7M sold.
- 35 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q1 2018, up from 33 in Q4 2017.
- Funds reported $17.2M of Invesco Dorsey Wright Energy Momentum ETF stock for Q1 2018, down 15% quarter-over-quarter.
- 9 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q1 2018 and 7 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q1 2018 was Commonwealth Equity Services, an estimated $2.04M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q1 2018 was Creative Planning, an estimated $1.7M sold.
Based on aggregated 13F filings for Q1 2018.