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Invesco Dorsey Wright Energy Momentum ETF
PXI

Overview Fund Activity

55 hedge funds and large institutions have $91.1M invested in Invesco Dorsey Wright Energy Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+23
Holders Change %
+71.88%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
18
Reduced
5
Closed
3
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$18.8M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$6.59M
3
LPL Financial
LPL Financial
California
$6.06M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$5.53M
5
Morgan Stanley
Morgan Stanley
New York
$10.3M

Top Sellers

1
IWM
IHT Wealth Management
Illinois
$398K
2
SS
Sunbelt Securities
Texas
$0
3
CIBC World Market
CIBC World Market
Ontario, Canada
$0
4
BRWA
B. Riley Wealth Advisors
Florida
$649K
5
GWS
Glassman Wealth Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$455K -$7.63K -249 -2%
Goldman Sachs
27
Goldman Sachs
New York
$444K +$444K +14,520 New
Jane Street
28
Jane Street
New York
$443K +$443K +14,491 New
KM
29
Kalos Management
Georgia
$432K +$35.7K +1,018 +9%
SAM
30
Strategy Asset Managers
California
$415K -$12.5K -409 -3%
MWM
31
MinichMacGregor Wealth Management
New York
$407K +$407K +13,321 New
IWM
32
IHT Wealth Management
Illinois
$398K -$851K -27,829 -68%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$296K +$296K +9,672 New
NFG
34
Next Financial Group
Texas
$267K +$260K +8,483 +3,770%
HWAM
35
Hennion & Walsh Asset Management
New Jersey
$256K +$256K +8,370 New
WS
36
Wedbush Securities
California
$250K +$250K +8,160 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$237K +$3.21K +105 +1%
CC
38
Cypress Capital
Tennessee
$217K – – –
FMP
39
Financial Management Professionals
Texas
$152K +$152K +4,951 New
CF
40
Centaurus Financial
California
$119K +$119K +3,879 New
TFA
41
Transamerica Financial Advisors
Florida
$88K +$88K +2,860 New
IA
42
IFP Advisors
Florida
$53K +$53K +1,730 New
AP
43
Advisors Preferred
Maryland
$39K +$39K +1,231 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$35K – – –
MIM
45
MTM Investment Management
South Carolina
$29K – – –
CA
46
CoreCap Advisors
Michigan
$25K +$25K +802 New
CIAS
47
Capital Investment Advisory Services
North Carolina
$23K – – –
HI
48
Harbour Investments
Wisconsin
$11K +$11K +370 New
SWM
49
Spire Wealth Management
Virginia
$10K +$10K +339 New
BAM
50
Bellevue Asset Management
Washington
$8K -$8.46K -279 -51%
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