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Invesco Dorsey Wright Energy Momentum ETF
PXI

Overview Fund Activity

39 hedge funds and large institutions have $33.3M invested in Invesco Dorsey Wright Energy Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
4
Increased
10
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OPOWM
One Plus One Wealth Management
Florida
$4.45M
2
IWM
IHT Wealth Management
Illinois
$1.69M
3
LPL Financial
LPL Financial
California
$2.18M
4
IAIM
International Assets Investment Management
Florida
$157K
5
UBS Group
UBS Group
Switzerland
$1.73M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$4.71M
2
Goldman Sachs
Goldman Sachs
New York
$618K
3
Morgan Stanley
Morgan Stanley
New York
$8.49M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
KWM
Kingsview Wealth Management
Oregon
$862K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
26
MTM Investment Management
South Carolina
$45.2K – – –
GWM
27
Geneos Wealth Management
Colorado
$35.5K -$11.8K -250 -25%
ATC
28
Advantage Trust Company
Kansas
$28.4K – – –
CIAS
29
Capital Investment Advisory Services
North Carolina
$25.1K – – –
MWM
30
MGB Wealth Management
Texas
$24.2K – – –
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$23.7K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$23K -$31.7K -655 -58%
AIC
33
Archer Investment Corporation
Indiana
$13.5K – – –
IA
34
IFP Advisors
Florida
$9.47K -$3.17K -67 -25%
HGERS
35
Householder Group Estate & Retirement Specialist
Arizona
$9K +$47 +1 +0.5%
BAM
36
Bellevue Asset Management
Washington
$6.82K – – –
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$4.41K -$1.66K -35 -27%
HB
38
Horizon Bancorp
Indiana
$3K – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1.18K +$1.18K +25 New
Citadel Advisors
40
Citadel Advisors
Florida
– -$463K -9,465 Closed
SWM
41
Spire Wealth Management
Virginia
– -$1.12K -23 Closed
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