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Invesco Dorsey Wright Energy Momentum ETF
PXI

Overview Fund Activity

43 hedge funds and large institutions have $69.1M 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
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.63%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$21.4M
2
SOS
2
Silver Oak Securities
Tennessee
$1.52M
3
Citadel Advisors
3
Citadel Advisors
Florida
$496K
4
IWM
4
IHT Wealth Management
Illinois
$1.29M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$988K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$914K
2
WA
2
Win Advisors
Florida
$0
3
TFA
3
Transamerica Financial Advisors
Florida
$12.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$25.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$219K +$219K +4,895 New
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$209K – – –
ASN
28
Advisory Services Network
Georgia
$67.4K +$67.4K +1,508 New
GWM
29
Geneos Wealth Management
Colorado
$44.7K -$13.4K -300 -23%
MIM
30
MTM Investment Management
South Carolina
$42.7K – – –
NA
31
NewEdge Advisors
Louisiana
$33.7K -$10.5K -236 -24%
ATC
32
Advantage Trust Company
Kansas
$26.8K +$26.8K +600 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$25.9K -$638K -14,273 -96%
CIAS
34
Capital Investment Advisory Services
North Carolina
$23.7K – – –
MWM
35
MGB Wealth Management
Texas
$22.3K +$22.3K +500 New
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$13.3K – – –
AIC
37
Archer Investment Corporation
Indiana
$12.7K – – –
IA
38
IFP Advisors
Florida
$11.9K – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$11K +$11K +245 +12,250%
HGERS
40
Householder Group Estate & Retirement Specialist
Arizona
$8K +$42 +1 +0.5%
BAM
41
Bellevue Asset Management
Washington
$6.44K – – –
HB
42
Horizon Bancorp
Indiana
$3K -$2.05K -43 -41%
SWM
43
Spire Wealth Management
Virginia
$996 -$996 -23 -50%
WA
44
Win Advisors
Florida
– -$3.26M -70,582 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
– -$911K -19,696 Closed
Ameriprise
46
Ameriprise
Minnesota
– -$459K -9,916 Closed
WFA
47
WMG Financial Advisors
Tennessee
– -$247K -5,338 Closed
CSPIA
48
Cary Street Partners Investment Advisory
Virginia
– -$19.5K -422 Closed
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