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Invesco Dorsey Wright Energy Momentum ETF
PXI

Overview Fund Activity

44 hedge funds and large institutions have $118M invested in Invesco Dorsey Wright Energy Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
18
Reduced
14
Closed
7
Calls
$233K
Puts
–
Net Calls
+$233K
Net Calls Change
-$114K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.6M
2
Wells Fargo
2
Wells Fargo
California
$11.4M
3
KWM
3
Kingsview Wealth Management
Oregon
$1.54M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$6M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.23M
2
FA
2
Fortis Advisors
Pennsylvania
$0
3
PAG
3
Private Advisor Group
New Jersey
$5.01M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.57M
5
RJA
5
Raymond James & Associates
Florida
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
26
Strategy Asset Managers
California
$433K +$433K +14,162 New
SFS
27
Sowell Financial Services
Arkansas
$428K +$262K +8,578 +158%
GWM
28
Geneos Wealth Management
Colorado
$416K -$260K -8,435 -38%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$405K +$92.9K +3,038 +30%
NFG
30
Next Financial Group
Texas
$377K -$174K -5,705 -32%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$235K +$145K +4,731 +160%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$225K -$26.2K -855 -10%
ASN
33
Advisory Services Network
Georgia
$156K +$156K +5,093 New
TFA
34
Transamerica Financial Advisors
Florida
$120K -$14K -456 -10%
IA
35
IFP Advisors
Florida
$99K +$68.3K +2,223 +222%
TRCT
36
Tower Research Capital (TRC)
New York
$65K -$624K -20,349 -91%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$35K +$31.1K +1,020 +797%
CIAS
38
Capital Investment Advisory Services
North Carolina
$23K – – –
MIM
39
MTM Investment Management
South Carolina
$21K – – –
BAM
40
Bellevue Asset Management
Washington
$17K – – –
GWS
41
Glassman Wealth Services
Virginia
$15K – – –
FF
42
FourThought Financial
Florida
$7K – – –
BFEC
43
Benjamin F. Edwards & Company
Missouri
$6K -$647K -19,733 -99%
APA
44
American Portfolios Advisors
New York
$3.06K – – –
FA
45
Fortis Advisors
Pennsylvania
– -$2.15M -86,979 Closed
PAG
46
Private Advisory Group
Washington
– -$551K -22,248 Closed
MWM
47
MinichMacGregor Wealth Management
New York
– -$388K -15,665 Closed
CIBC World Market
48
CIBC World Market
Ontario, Canada
– -$242K -9,776 Closed
PCM
49
Penserra Capital Management
California
– -$157K -6,352 Closed
GRP
50
Global Retirement Partners
California
– -$98K -3,950 Closed
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2
3