Invesco Dorsey Wright Energy Momentum ETF
30 hedge funds and large institutions have $23.5M invested in Invesco Dorsey Wright Energy Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 4 closing their positions.
4.5% less ownership
Funds ownership: 48.61% → 44.11% (-4.5%)
12% less funds holding
Funds holding: 34 → 30 (-4)
24% less capital invested
Capital invested by funds: $30.8M → $23.5M (-$7.33M)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
53% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$342K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$213K |
| 3 |
TWM
Trueblood Wealth Management
Lima,
Ohio
|
+$145K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$56.9K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$48K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$4.21M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$1.59M |
| 3 |
Morgan Stanley
New York
|
-$520K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$516K |
| 5 |
LPL Financial
San Diego,
California
|
-$304K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
26
Bellevue Asset Management
Bellevue,
Washington
| $6.31K | – | – | – |
|
27
Qube Research & Technologies (QRT)
London,
United Kingdom
| $3.58K | – | – | – |
|
28
Fidelity Investments
Boston,
Massachusetts
| $1.53K | – | – | – |
|
|
HB
29
Horizon Bancorp
Michigan City,
Indiana
| $1K | -$2.06K | -46 | -77% |
|
|
PSFG
30
Park Square Financial Group
Roswell,
Georgia
| $568 | – | – | – |
|
|
IWM
31
IHT Wealth Management
Chicago,
Illinois
| – | -$1.59M | -35,917 | Closed |
|
32
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$228K | -5,141 | Closed |
|
|
AIC
33
Archer Investment Corporation
Carmel,
Indiana
| – | -$12.6K | -284 | Closed |
|
34
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -68 | Closed |
|
PXI Hedge Fund Activity: Q1 2025 in Review
30 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q1 2025, worth a combined $23.5M — down 24% from $30.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PXI and 2 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 7 added.
The largest buyer was UBS Group, adding an estimated $342K. The largest seller was Goldman Sachs, cutting an estimated $4.21M.
- 30 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q1 2025, down from 34 in Q4 2024.
- Funds reported $23.5M of Invesco Dorsey Wright Energy Momentum ETF stock for Q1 2025, down 24% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q1 2025 and 4 closed out, a net change of -2 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q1 2025 was UBS Group, an estimated $342K added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q1 2025 was Goldman Sachs, an estimated $4.21M sold.
Based on aggregated 13F filings for Q1 2025.