Invesco Dorsey Wright Energy Momentum ETF
PXI
33 hedge funds and large institutions have $12.5M invested in Invesco Dorsey Wright Energy Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 8 closing their positions.
22% more capital invested
Capital invested by funds: $10.2M → $12.5M (+$2.26M)
4.28% more ownership
Funds ownership: 20% → 24.28% (+4.3%)
3% less funds holding
Funds holding: 34 → 33 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$996K |
| 2 |
Jane Street
New York
|
+$897K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$808K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$468K |
| 5 |
LPL Financial
San Diego,
California
|
+$134K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$833K |
| 2 |
VF
Virtu Financial
New York
|
-$441K |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$207K |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
-$201K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$191K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $6K | – | – | – |
|
|
GI
27
Gradient Investments
Arden Hills,
Minnesota
| $5K | – | – | – |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $3.22K | – | – | – |
|
|
FHA
29
Flagship Harbor Advisors
Boston,
Massachusetts
| $3K | -$15.9K | -500 | -81% |
|
|
CFGS
30
Concourse Financial Group Securities
Birmingham,
Alabama
| $2K | +$2.16K | +68 | New |
|
|
VF
31
Virtu Financial
New York
| – | -$441K | -15,443 | Closed |
|
|
OIA
32
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$207K | -7,279 | Closed |
|
|
PFA
33
Pure Financial Advisors
San Diego,
California
| – | -$201K | -7,069 | Closed |
|
|
CC
34
Claybrook Capital
Wellesley,
Massachusetts
| – | -$85K | -2,981 | Closed |
|
|
WDL
35
Well Done LLC
Holland,
Michigan
| – | -$85K | -2,981 | Closed |
|
|
W
36
WealthOne
Albany,
New York
| – | -$3K | -123 | Closed |
|
37
JP Morgan Chase
New York
| – | -$2K | -86 | Closed |
|
|
TFA
38
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$3K | -71 | Closed |
|
|
LWM
39
Lenox Wealth Management
Cincinnati,
Ohio
| – | +$64 | +2 | New |
|
PXI Hedge Fund Activity: Q1 2019 in Review
33 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q1 2019, worth a combined $12.5M — up 22% from $10.2M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PXI and 7 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 8 added.
The largest buyer was Citadel Advisors, adding an estimated $996K. The largest seller was Morgan Stanley, cutting an estimated $833K.
- 33 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q1 2019, down from 34 in Q4 2018.
- Funds reported $12.5M of Invesco Dorsey Wright Energy Momentum ETF stock for Q1 2019, up 22% quarter-over-quarter.
- 7 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q1 2019 and 8 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q1 2019 was Citadel Advisors, an estimated $996K added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q1 2019 was Morgan Stanley, an estimated $833K sold.
Based on aggregated 13F filings for Q1 2019.