Invesco Dorsey Wright Energy Momentum ETF
32 hedge funds and large institutions have $19M invested in Invesco Dorsey Wright Energy Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
7% more funds holding
Funds holding: 30 → 32 (+2)
1.76% less ownership
Funds ownership: 44.11% → 42.34% (-1.8%)
19% less capital invested
Capital invested by funds: $23.5M → $19M (-$4.51M)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$2.44M |
| 2 |
Goldman Sachs
New York
|
+$355K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$181K |
| 4 |
TWM
Trueblood Wealth Management
Lima,
Ohio
|
+$46.6K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$27.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$4.08M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.45M |
| 3 |
Morgan Stanley
New York
|
-$280K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$142K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$112K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $16K | +$818 | +20 | +6% |
|
27
Fidelity Investments
Boston,
Massachusetts
| $13.5K | +$11.3K | +277 | +791% |
|
28
JP Morgan Chase
New York
| $5.61K | -$3.07K | -75 | -37% |
|
29
Jones Financial Companies
Des Peres,
Missouri
| $4.84K | +$4.58K | +112 | New |
|
30
Qube Research & Technologies (QRT)
London,
United Kingdom
| $3.54K | – | – | – |
|
|
HB
31
Horizon Bancorp
Michigan City,
Indiana
| $1K | – | – | – |
|
|
PSFG
32
Park Square Financial Group
Roswell,
Georgia
| $561 | – | – | – |
|
|
OPOWM
33
One Plus One Wealth Management
Jupiter,
Florida
| – | -$4.08M | -93,426 | Closed |
|
|
BAM
34
Bellevue Asset Management
Bellevue,
Washington
| – | -$6.31K | -144 | Closed |
|
PXI Hedge Fund Activity: Q2 2025 in Review
32 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q2 2025, worth a combined $19M — down 19% from $23.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PXI positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 14 trimmed.
The largest buyer was Clear Creek Financial Management, opening a new position worth an estimated $2.44M. The largest seller was One Plus One Wealth Management, exiting entirely with an estimated $4.08M sold.
- 32 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q2 2025, up from 30 in Q1 2025.
- Funds reported $19M of Invesco Dorsey Wright Energy Momentum ETF stock for Q2 2025, down 19% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q2 2025 and 2 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q2 2025 was Clear Creek Financial Management, an estimated $2.44M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q2 2025 was One Plus One Wealth Management, an estimated $4.08M sold.
Based on aggregated 13F filings for Q2 2025.