Invesco Dorsey Wright Energy Momentum ETF
25 hedge funds and large institutions have $9.92M invested in Invesco Dorsey Wright Energy Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
4% more funds holding
Funds holding: 24 → 25 (+1)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
15.11% less ownership
Funds ownership: 50.41% → 35.29% (-15%)
38% less capital invested
Capital invested by funds: $16.1M → $9.92M (-$6.14M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.76M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$607K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$474K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$290K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$218K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$3.74M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$314K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$247K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$236K |
PXI Hedge Fund Activity: Q3 2020 in Review
25 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q3 2020, worth a combined $9.92M — down 38% from $16.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PXI positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.76M. The largest seller was Transamerica Financial Advisors, cutting an estimated $3.74M.
- 25 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q3 2020, up from 24 in Q2 2020.
- Funds reported $9.92M of Invesco Dorsey Wright Energy Momentum ETF stock for Q3 2020, down 38% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q3 2020 and 3 closed out, a net change of +1 holder.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q3 2020 was LPL Financial, an estimated $1.76M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q3 2020 was Transamerica Financial Advisors, an estimated $3.74M sold.
Based on aggregated 13F filings for Q3 2020.