Invesco Dorsey Wright Energy Momentum ETF
28 hedge funds and large institutions have $6.46M invested in Invesco Dorsey Wright Energy Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 7 closing their positions.
5.02% less ownership
Funds ownership: 24.11% → 19.09% (-5%)
10% less funds holding
Funds holding: 31 → 28 (-3)
40% less capital invested
Capital invested by funds: $10.8M → $6.46M (-$4.31M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
64% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$557K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$355K |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$74.3K |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
+$37.3K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$28.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.67M |
| 2 |
VF
Virtu Financial
New York
|
-$976K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$475K |
| 4 |
Morgan Stanley
New York
|
-$357K |
| 5 |
AB
Atlas Brown
Louisville,
Kentucky
|
-$223K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
26
Concourse Financial Group Securities
Birmingham,
Alabama
| $2K | – | – | – |
|
27
Simplex Trading
Chicago,
Illinois
| $1K | -$7.68K | -286 | -83% |
|
|
SB
28
Strategic Blueprint
Atlanta,
Georgia
| $1K | +$591 | +22 | New |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.67M | -55,995 | Closed |
|
|
VF
30
Virtu Financial
New York
| – | -$976K | -32,735 | Closed |
|
|
AB
31
Atlas Brown
Louisville,
Kentucky
| – | -$223K | -7,486 | Closed |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$6K | -203 | Closed |
|
|
RIA
33
Realta Investment Advisors
Wilmington,
Delaware
| – | -$3K | -100 | Closed |
|
PXI Hedge Fund Activity: Q3 2019 in Review
28 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q3 2019, worth a combined $6.46M — down 40% from $10.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PXI and 4 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 5 added.
The largest buyer was UBS Group, adding an estimated $557K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.67M sold.
- 28 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q3 2019, down from 31 in Q2 2019.
- Funds reported $6.46M of Invesco Dorsey Wright Energy Momentum ETF stock for Q3 2019, down 40% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q3 2019 and 7 closed out, a net change of -3 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q3 2019 was UBS Group, an estimated $557K added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q3 2019 was Susquehanna International Group, an estimated $1.67M sold.
Based on aggregated 13F filings for Q3 2019.