Invesco Dorsey Wright Energy Momentum ETF
67 hedge funds and large institutions have $140M invested in Invesco Dorsey Wright Energy Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
53% more capital invested
Capital invested by funds: $91.5M → $140M (+$48.5M)
18% more funds holding
Funds holding: 57 → 67 (+10)
4.92% more ownership
Funds ownership: 54.34% → 59.26% (+4.9%)
27% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$6.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.94M |
| 3 |
AFS
AFG Fiduciary Services
Hingham,
Massachusetts
|
+$1.55M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.47M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.48M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.23M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.03M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$790K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$681K |
PXI Hedge Fund Activity: Q1 2022 in Review
67 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q1 2022, worth a combined $140M — up 53% from $91.5M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new PXI positions and 8 closed out — a net gain of 12 holders — while 16 added to existing stakes and 22 trimmed.
The largest buyer was Fortis Advisors, opening a new position worth an estimated $6.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.48M sold.
- 67 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q1 2022, up from 57 in Q4 2021.
- Funds reported $140M of Invesco Dorsey Wright Energy Momentum ETF stock for Q1 2022, up 53% quarter-over-quarter.
- 20 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q1 2022 and 8 closed out, a net change of +12 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q1 2022 was Fortis Advisors, an estimated $6.1M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q1 2022 was Citadel Advisors, an estimated $1.48M sold.
Based on aggregated 13F filings for Q1 2022.