We are live on ! Find out more
PXI icon

Invesco Dorsey Wright Energy Momentum ETF
PXI

44 hedge funds and large institutions have $69.2M invested in Invesco Dorsey Wright Energy Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

7.26% more ownership

Funds ownership: 59.16% → 66.42% (+7.3%)

5% more funds holding

Funds holding: 42 → 44 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $72.8M → $69.2M (-$3.6M)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
12
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.3M
2
SOS
Silver Oak Securities
Tennessee
+$782K
3
Citadel Advisors
Citadel Advisors
Florida
+$485K
4
IWM
IHT Wealth Management
Illinois
+$338K
5
Osaic Holdings
Osaic Holdings
Arizona
+$336K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.84M
2
WA
Win Advisors
Florida
-$3.26M
3
TFA
Transamerica Financial Advisors
Florida
-$1.22M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$911K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$624K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$219K +$214K +4,895 New
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$209K – – –
ASBI
28
American State Bank (Iowa)
Iowa
$86.3K – – –
ASN
29
Advisory Services Network
Georgia
$67.4K +$65.9K +1,508 New
GWM
30
Geneos Wealth Management
Colorado
$44.7K -$13.1K -300 -23%
MIM
31
MTM Investment Management
South Carolina
$42.7K – – –
NA
32
NewEdge Advisors
Louisiana
$33.7K -$10.3K -236 -24%
ATC
33
Advantage Trust Company
Kansas
$26.8K +$26.2K +600 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$25.9K -$624K -14,273 -96%
CIAS
35
Capital Investment Advisory Services
North Carolina
$23.7K – – –
MWM
36
MGB Wealth Management
Texas
$22.3K +$21.9K +500 New
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$13.3K – – –
AIC
38
Archer Investment Corporation
Indiana
$12.7K – – –
IA
39
IFP Advisors
Florida
$11.9K – – –
Fidelity Investments
40
Fidelity Investments
Massachusetts
$11K +$10.7K +245 +12,250%
HGERS
41
Householder Group Estate & Retirement Specialist
Arizona
$8K +$44 +1 +0.5%
BAM
42
Bellevue Asset Management
Washington
$6.43K – – –
HB
43
Horizon Bancorp
Indiana
$3K -$1.88K -43 -41%
SWM
44
Spire Wealth Management
Virginia
$996 -$1K -23 -50%
WA
45
Win Advisors
Florida
– -$3.26M -70,582 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$911K -19,696 Closed
Ameriprise
47
Ameriprise
Minnesota
– -$459K -9,916 Closed
WFA
48
WMG Financial Advisors
Tennessee
– -$247K -5,338 Closed
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
– -$19.5K -422 Closed
1
2

PXI Hedge Fund Activity: Q4 2023 in Review

44 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q4 2023, worth a combined $69.2M — down 4.9% from $72.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PXI positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $8.84M.

  • 44 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q4 2023, up from 42 in Q3 2023.
  • Funds reported $69.2M of Invesco Dorsey Wright Energy Momentum ETF stock for Q4 2023, down 4.9% quarter-over-quarter.
  • 7 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q4 2023 and 5 closed out, a net change of +2 holders.
  • The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q4 2023 was Morgan Stanley, an estimated $10.3M added.
  • The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $8.84M sold.

Based on aggregated 13F filings for Q4 2023.