Invesco Dorsey Wright Energy Momentum ETF
32 hedge funds and large institutions have $18.4M invested in Invesco Dorsey Wright Energy Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 32 → 32 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
3% less capital invested
Capital invested by funds: $19M → $18.4M (-$543K)
1.33% less ownership
Funds ownership: 42.34% → 41.01% (-1.3%)
62% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$1.13M |
| 2 |
Goldman Sachs
New York
|
+$544K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
+$427K |
| 4 |
TWM
Trueblood Wealth Management
Lima,
Ohio
|
+$25.2K |
| 5 |
Rockefeller Capital Management
New York
|
+$9.49K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.56M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.09M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$543K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$273K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$237K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
26
Transamerica Financial Advisors
St. Petersburg,
Florida
| $14.9K | -$5.69K | -130 | -29% |
|
27
Fidelity Investments
Boston,
Massachusetts
| $14.6K | -$44 | -1 | -0.3% |
|
|
28
Rockefeller Capital Management
New York
| $10.2K | +$9.49K | +217 | New |
|
29
JP Morgan Chase
New York
| $6.09K | – | – | – |
|
30
Jones Financial Companies
Des Peres,
Missouri
| $5.37K | – | – | – |
|
31
Qube Research & Technologies (QRT)
London,
United Kingdom
| $3.84K | – | – | – |
|
|
HB
32
Horizon Bancorp
Michigan City,
Indiana
| $1K | – | – | – |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$237K | -5,490 | Closed |
|
|
PSFG
34
Park Square Financial Group
Roswell,
Georgia
| – | -$561 | -13 | Closed |
|
PXI Hedge Fund Activity: Q3 2025 in Review
32 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q3 2025, worth a combined $18.4M — down 2.9% from $19M a quarter earlier.
Fund positioning in PXI was balanced in Q3 2025: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 13 trimmed.
The largest buyer was Clear Creek Financial Management, adding an estimated $1.13M. The largest seller was Morgan Stanley, cutting an estimated $1.56M.
- 32 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q3 2025, unchanged from Q2 2025.
- Funds reported $18.4M of Invesco Dorsey Wright Energy Momentum ETF stock for Q3 2025, down 2.9% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q3 2025 and 2 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q3 2025 was Clear Creek Financial Management, an estimated $1.13M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q3 2025 was Morgan Stanley, an estimated $1.56M sold.
Based on aggregated 13F filings for Q3 2025.