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Invesco Dorsey Wright Energy Momentum ETF
PXI

72 hedge funds and large institutions have $138M invested in Invesco Dorsey Wright Energy Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

7% more funds holding

Funds holding: 67 → 72 (+5)

7.46% more ownership

Funds ownership: 59.26% → 66.72% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $140M → $138M (-$1.67M)

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
27
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TFA
Transamerica Financial Advisors
Florida
+$13.1M
2
CPC
Consolidated Planning Corp
Georgia
+$5.11M
3
Morgan Stanley
Morgan Stanley
New York
+$2.85M
4
Stifel Financial
Stifel Financial
Missouri
+$2.18M
5
FTUS
Flow Traders U.S.
New York
+$1.54M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.75M
2
Wells Fargo
Wells Fargo
California
-$2.13M
3
SOS
Silver Oak Securities
Tennessee
-$2M
4
LPL Financial
LPL Financial
California
-$1.93M
5
Bank of America
Bank of America
North Carolina
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
26
Focus Financial Network
Minnesota
$1.13M +$1.31M +29,611 New
KWM
27
Kingsview Wealth Management
Oregon
$1.11M +$4.43K +100 +0.3%
SOS
28
Silver Oak Securities
Tennessee
$1.01M -$2M -45,051 -63%
PFS
29
Prospera Financial Services
Texas
$934K -$3.32K -75 -0.3%
Goldman Sachs
30
Goldman Sachs
New York
$729K +$43.2K +975 +5%
SAM
31
Strategy Asset Managers
California
$641K +$48.8K +1,100 +7%
SC
32
Scotia Capital
Ontario, Canada
$564K +$74.1K +1,671 +13%
IWM
33
IHT Wealth Management
Illinois
$515K +$20.4K +460 +4%
SFI
34
SPC Financial Inc
Maryland
$510K -$133K -2,993 -18%
Osaic Holdings
35
Osaic Holdings
Arizona
$432K +$37.6K +849 +8%
MWM
36
MinichMacGregor Wealth Management
New York
$430K -$71.4K -1,610 -13%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$388K -$3.63K -82 -0.8%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$362K -$332K -7,491 -44%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$306K +$2.08K +47 +0.6%
WFA
40
WMG Financial Advisors
Tennessee
$290K -$334K -7,531 -50%
PAG
41
Private Advisory Group
Washington
$275K -$106K -2,385 -25%
CC
42
Cypress Capital
Tennessee
$271K – – –
OMC
43
Old Mission Capital
Illinois
$256K -$1.21M -27,381 -80%
IFG
44
Independent Financial Group
California
$251K -$211K -4,763 -42%
WS
45
Wedbush Securities
California
$237K -$39.9K -901 -13%
SWA
46
Stratos Wealth Advisors
Ohio
$236K +$274K +6,176 New
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$229K -$63.8K -1,440 -19%
MCM
48
Murphy Capital Management
New Jersey
$209K +$15.1K +340 +7%
QA
49
Quantitative Advantage
Minnesota
$202K +$234K +5,289 New
BFEC
50
Benjamin F. Edwards & Company
Missouri
$127K +$753 +17 +0.5%
1
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PXI Hedge Fund Activity: Q2 2022 in Review

72 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q2 2022, worth a combined $138M — down 1.2% from $140M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PXI positions and 6 closed out — a net gain of 6 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Transamerica Financial Advisors, adding an estimated $13.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.75M.

  • 72 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q2 2022, up from 67 in Q1 2022.
  • Funds reported $138M of Invesco Dorsey Wright Energy Momentum ETF stock for Q2 2022, down 1.2% quarter-over-quarter.
  • 12 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q2 2022 and 6 closed out, a net change of +6 holders.
  • The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q2 2022 was Transamerica Financial Advisors, an estimated $13.1M added.
  • The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q2 2022 was Raymond James Financial Services Advisors, an estimated $4.75M sold.

Based on aggregated 13F filings for Q2 2022.