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Invesco Dorsey Wright Energy Momentum ETF
PXI

46 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, 19 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

34% more capital invested

Capital invested by funds: $88.1M → $118M (+$29.9M)

1.76% less ownership

Funds ownership: 58.23% → 56.47% (-1.8%)

2% less funds holding

Funds holding: 47 → 46 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
19
Reduced
14
Closed
7
Calls
$233K
Puts
–
Net Calls
+$233K
Net Calls Change
-$114K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$7.63M
2
Wells Fargo
Wells Fargo
California
+$2.23M
3
KWM
Kingsview Wealth Management
Oregon
+$1.33M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.1M
5
Stifel Financial
Stifel Financial
Missouri
+$935K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.65M
2
FA
Fortis Advisors
Pennsylvania
-$2.15M
3
PAG
Private Advisor Group
New Jersey
-$1.33M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.31M
5
RJA
Raymond James & Associates
Florida
-$693K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Strategy Asset Managers
California
$433K +$385K +14,162 New
SFS
27
Sowell Financial Services
Arkansas
$428K +$233K +8,578 +158%
GWM
28
Geneos Wealth Management
Colorado
$416K -$229K -8,435 -38%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$405K +$82.5K +3,038 +30%
NFG
30
Next Financial Group
Texas
$377K -$155K -5,705 -32%
IFG
31
Independent Financial Group
California
$323K +$10.2K +375 +4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$235K +$128K +4,731 +160%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$225K -$23.2K -855 -10%
ASN
34
Advisory Services Network
Georgia
$156K +$138K +5,093 New
TFA
35
Transamerica Financial Advisors
Florida
$120K -$12.4K -456 -10%
IA
36
IFP Advisors
Florida
$99K +$60.4K +2,223 +222%
TRCT
37
Tower Research Capital (TRC)
New York
$65K -$552K -20,349 -91%
ASBI
38
American State Bank (Iowa)
Iowa
$59.1K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$35K +$27.7K +1,020 +797%
CIAS
40
Capital Investment Advisory Services
North Carolina
$23K – – –
MIM
41
MTM Investment Management
South Carolina
$21K – – –
BAM
42
Bellevue Asset Management
Washington
$17K – – –
GWS
43
Glassman Wealth Services
Virginia
$15K – – –
FF
44
FourThought Financial
Florida
$7K – – –
BFEC
45
Benjamin F. Edwards & Company
Missouri
$6K -$536K -19,733 -99%
APA
46
American Portfolios Advisors
New York
$3.06K – – –
FA
47
Fortis Advisors
Pennsylvania
– -$2.15M -86,979 Closed
PAG
48
Private Advisory Group
Washington
– -$551K -22,248 Closed
MWM
49
MinichMacGregor Wealth Management
New York
– -$388K -15,665 Closed
CIBC World Market
50
CIBC World Market
Ontario, Canada
– -$242K -9,776 Closed
1
2
3

PXI Hedge Fund Activity: Q2 2021 in Review

46 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q2 2021, worth a combined $118M — up 34% from $88.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PXI and 6 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $7.63M. The largest seller was Bank of America, cutting an estimated $2.65M.

  • 46 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q2 2021, down from 47 in Q1 2021.
  • Funds reported $118M of Invesco Dorsey Wright Energy Momentum ETF stock for Q2 2021, up 34% quarter-over-quarter.
  • 6 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q2 2021 and 7 closed out, a net change of -1 holder.
  • The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q2 2021 was Morgan Stanley, an estimated $7.63M added.
  • The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q2 2021 was Bank of America, an estimated $2.65M sold.

Based on aggregated 13F filings for Q2 2021.