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Invesco Dorsey Wright Energy Momentum ETF
PXI

57 hedge funds and large institutions have $91.5M invested in Invesco Dorsey Wright Energy Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 3

260% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 5

221% more capital invested

Capital invested by funds: $28.5M → $91.5M (+$63M)

73% more funds holding

Funds holding: 33 → 57 (+24)

13.77% more ownership

Funds ownership: 40.56% → 54.34% (+14%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
57
Holders Change
+24
Holders Change %
+72.73%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
18
Reduced
5
Closed
3
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$19.9M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$6.97M
3
LPL Financial
LPL Financial
California
+$5.27M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.96M
5
Morgan Stanley
Morgan Stanley
New York
+$4.33M

Top Sellers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
-$901K
2
SS
Sunbelt Securities
Texas
-$433K
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$202K
4
BRWA
B. Riley Wealth Advisors
Florida
-$37.5K
5
GWS
Glassman Wealth Services
Virginia
-$15K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$455K -$8.06K -249 -2%
Goldman Sachs
27
Goldman Sachs
New York
$444K +$470K +14,520 New
Jane Street
28
Jane Street
New York
$443K +$469K +14,491 New
KM
29
Kalos Management
Georgia
$432K +$33K +1,018 +9%
SAM
30
Strategy Asset Managers
California
$415K -$13.2K -409 -3%
MWM
31
MinichMacGregor Wealth Management
New York
$407K +$431K +13,321 New
IWM
32
IHT Wealth Management
Illinois
$398K -$901K -27,829 -68%
IFG
33
Independent Financial Group
California
$316K +$334K +10,322 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$296K +$313K +9,672 New
NFG
35
Next Financial Group
Texas
$267K +$275K +8,483 +3,770%
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$256K +$271K +8,370 New
WS
37
Wedbush Securities
California
$250K +$264K +8,160 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$237K +$3.4K +105 +1%
CC
39
Cypress Capital
Tennessee
$217K – – –
FMP
40
Financial Management Professionals
Texas
$152K +$160K +4,951 New
CF
41
Centaurus Financial
California
$119K +$126K +3,879 New
TFA
42
Transamerica Financial Advisors
Florida
$88K +$92.6K +2,860 New
ASBI
43
American State Bank (Iowa)
Iowa
$59.1K – – –
IA
44
IFP Advisors
Florida
$53K +$56K +1,730 New
AP
45
Advisors Preferred
Maryland
$39K +$39.9K +1,231 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$35K – – –
MIM
47
MTM Investment Management
South Carolina
$29K – – –
CA
48
CoreCap Advisors
Michigan
$25K +$26K +802 New
CIAS
49
Capital Investment Advisory Services
North Carolina
$23K – – –
HI
50
Harbour Investments
Wisconsin
$11K +$12K +370 New
1
2
3

PXI Hedge Fund Activity: Q4 2021 in Review

57 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q4 2021, worth a combined $91.5M — up 221% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PXI positions and 3 closed out — a net gain of 24 holders — while 18 added to existing stakes and 5 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $19.9M. The largest seller was IHT Wealth Management, cutting an estimated $901K.

  • 57 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q4 2021, up from 33 in Q3 2021.
  • Funds reported $91.5M of Invesco Dorsey Wright Energy Momentum ETF stock for Q4 2021, up 221% quarter-over-quarter.
  • 27 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q4 2021 and 3 closed out, a net change of +24 holders.
  • The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q4 2021 was HighTower Advisors, an estimated $19.9M added.
  • The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q4 2021 was IHT Wealth Management, an estimated $901K sold.

Based on aggregated 13F filings for Q4 2021.