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Invesco Dorsey Wright Energy Momentum ETF
PXI

Overview Fund Activity

38 hedge funds and large institutions have $32M invested in Invesco Dorsey Wright Energy Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
8
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$2.41M
2
Bank of America
Bank of America
North Carolina
$3.27M
3
Citadel Advisors
Citadel Advisors
Florida
$412K
4
OPOWM
One Plus One Wealth Management
Florida
$4.17M
5
IA
IFP Advisors
Florida
$49.6K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.18M
2
TRCT
Tower Research Capital (TRC)
New York
$333K
3
Morgan Stanley
Morgan Stanley
New York
$7.44M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$0
5
PGFC
Peapack-Gladstone Financial Corp
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Geneos Wealth Management
Colorado
$32.4K – – –
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$26.6K +$26.6K +616 New
CIAS
28
Capital Investment Advisory Services
North Carolina
$22.9K – – –
MWM
29
MGB Wealth Management
Texas
$21.6K – – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$21.6K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$15K -$5.83K -133 -28%
AIC
32
Archer Investment Corporation
Indiana
$12.3K – – –
HGERS
33
Householder Group Estate & Retirement Specialist
Arizona
$8K +$41 +1 +0.5%
BAM
34
Bellevue Asset Management
Washington
$6.21K – – –
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$3.54K -$474 -11 -12%
HB
36
Horizon Bancorp
Indiana
$3K – – –
Bessemer Group
37
Bessemer Group
New Jersey
$3K +$3K +68 New
Fidelity Investments
38
Fidelity Investments
Massachusetts
$2.07K +$992 +23 +92%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
– -$255K -5,385 Closed
PGFC
40
Peapack-Gladstone Financial Corp
New Jersey
– -$202K -4,265 Closed
IAIM
41
International Assets Investment Management
Florida
– -$157K -3,320 Closed
ATC
42
Advantage Trust Company
Kansas
– -$28.4K -600 Closed
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