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Invesco Dorsey Wright Energy Momentum ETF
PXI

47 hedge funds and large institutions have $88.1M invested in Invesco Dorsey Wright Energy Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,600% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 1

1,213% more capital invested

Capital invested by funds: $6.71M → $88.1M (+$81.4M)

124% more funds holding

Funds holding: 21 → 47 (+26)

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

25.05% more ownership

Funds ownership: 33.18% → 58.23% (+25%)

Holders
47
Holders Change
+26
Holders Change %
+123.81%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
11
Reduced
5
Closed
1
Calls
$347K
Puts
–
Net Calls
+$347K
Net Calls Change
+$347K

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$14.6M
2
Morgan Stanley
Morgan Stanley
New York
+$11.8M
3
Wells Fargo
Wells Fargo
California
+$6.38M
4
PAG
Private Advisor Group
New Jersey
+$4.97M
5
Bank of America
Bank of America
North Carolina
+$4.7M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.11M
2
TRCT
Tower Research Capital (TRC)
New York
-$875K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$173K
4
ASBI
American State Bank (Iowa)
Iowa
-$21.4K
5
BAM
Bellevue Asset Management
Washington
-$1.59K
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
26
Sunbelt Securities
Texas
$455K +$191K +8,185 +80%
NFG
27
Next Financial Group
Texas
$447K +$415K +17,763 +6,459%
MWM
28
MinichMacGregor Wealth Management
New York
$388K +$366K +15,665 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$253K -$1.11M -47,451 -82%
IFG
30
Independent Financial Group
California
$252K +$238K +10,177 New
CIBC World Market
31
CIBC World Market
Ontario, Canada
$242K +$228K +9,776 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$203K +$192K +8,209 New
PCM
33
Penserra Capital Management
California
$157K +$148K +6,352 New
SFS
34
Sowell Financial Services
Arkansas
$143K +$122K +5,220 +2,623%
TFA
35
Transamerica Financial Advisors
Florida
$109K +$102K +4,363 New
GRP
36
Global Retirement Partners
California
$98K +$92.3K +3,950 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$73K -$173K -7,409 -72%
ASBI
38
American State Bank (Iowa)
Iowa
$47.9K -$21.4K -914 -32%
EP
39
Eudaimonia Partners
Tennessee
$42K +$39.6K +1,695 New
IA
40
IFP Advisors
Florida
$25K +$23.4K +1,000 New
CIAS
41
Capital Investment Advisory Services
North Carolina
$19K – – –
MIM
42
MTM Investment Management
South Carolina
$17K – – –
BAM
43
Bellevue Asset Management
Washington
$13K -$1.59K -68 -11%
GWS
44
Glassman Wealth Services
Virginia
$12K +$11.7K +500 New
FF
45
FourThought Financial
Florida
$6K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.99K +128 New
APA
47
American Portfolios Advisors
New York
$2.48K – – –
1
2

PXI Hedge Fund Activity: Q1 2021 in Review

47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q1 2021, worth a combined $88.1M — up 1,213% from $6.71M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PXI positions and 1 closed out — a net gain of 26 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $14.6M. The largest seller was Susquehanna International Group, cutting an estimated $1.11M.

  • 47 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q1 2021, up from 21 in Q4 2020.
  • Funds reported $88.1M of Invesco Dorsey Wright Energy Momentum ETF stock for Q1 2021, up 1,213% quarter-over-quarter.
  • 27 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q1 2021 and 1 closed out, a net change of +26 holders.
  • The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q1 2021 was HighTower Advisors, an estimated $14.6M added.
  • The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q1 2021 was Susquehanna International Group, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2021.