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Invesco Dorsey Wright Energy Momentum ETF
PXI

34 hedge funds and large institutions have $30.8M invested in Invesco Dorsey Wright Energy Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $32M → $30.8M (-$1.17M)

1.12% less ownership

Funds ownership: 49.73% → 48.61% (-1.1%)

11% less funds holding

Funds holding: 38 → 34 (-4)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$2.19M
2
TWM
Trueblood Wealth Management
Ohio
+$249K
3
LPL Financial
LPL Financial
California
+$130K
4
IWM
IHT Wealth Management
Illinois
+$70.3K
5
GRP
Global Retirement Partners
California
+$46.8K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.26M
2
UBS Group
UBS Group
Switzerland
-$451K
3
Citadel Advisors
Citadel Advisors
Florida
-$412K
4
PAG
Private Advisor Group
New Jersey
-$253K
5
SA
Sanctuary Advisors
Indiana
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$14.7K -$13.2K -285 -46%
AIC
27
Archer Investment Corporation
Indiana
$12.6K – – –
HGERS
28
Householder Group Estate & Retirement Specialist
Arizona
$8K +$46 +1 +0.5%
BAM
29
Bellevue Asset Management
Washington
$6.41K – – –
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$3.64K – – –
Bessemer Group
31
Bessemer Group
New Jersey
$3K – – –
HB
32
Horizon Bancorp
Indiana
$3K – – –
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.55K -$601 -13 -27%
PSFG
34
Park Square Financial Group
Georgia
$577 +$601 +13 New
Citadel Advisors
35
Citadel Advisors
Florida
– -$412K -9,548 Closed
PAG
36
Private Advisor Group
New Jersey
– -$253K -5,867 Closed
SA
37
Sanctuary Advisors
Indiana
– -$201K -3,895 Closed
MIM
38
MTM Investment Management
South Carolina
– -$43.8K -955 Closed
MWM
39
MGB Wealth Management
Texas
– -$21.6K -500 Closed
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
– -$21.6K -500 Closed
1
2

PXI Hedge Fund Activity: Q4 2024 in Review

34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q4 2024, worth a combined $30.8M — down 3.7% from $32M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PXI and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 6 added.

The largest buyer was Goldman Sachs, adding an estimated $2.19M. The largest seller was Morgan Stanley, cutting an estimated $2.26M.

  • 34 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q4 2024, down from 38 in Q3 2024.
  • Funds reported $30.8M of Invesco Dorsey Wright Energy Momentum ETF stock for Q4 2024, down 3.7% quarter-over-quarter.
  • 4 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q4 2024 and 6 closed out, a net change of -2 holders.
  • The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q4 2024 was Goldman Sachs, an estimated $2.19M added.
  • The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q4 2024 was Morgan Stanley, an estimated $2.26M sold.

Based on aggregated 13F filings for Q4 2024.