Invesco Dorsey Wright Energy Momentum ETF
35 hedge funds and large institutions have $14.2M invested in Invesco Dorsey Wright Energy Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
9% more funds holding
Funds holding: 32 → 35 (+3)
3.76% less ownership
Funds ownership: 41.01% → 37.25% (-3.8%)
23% less capital invested
Capital invested by funds: $18.4M → $14.2M (-$4.29M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$1.01M |
| 2 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$122K |
| 3 |
Goldman Sachs
New York
|
+$95.4K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$69.9K |
| 5 |
CTWM
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
+$60.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$3.77M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$549K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$458K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$289K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$187K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
26
Capital Investment Advisory Services
Raleigh,
North Carolina
| $24K | – | – | – |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $22.6K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $17K | +$280 | +6 | +2% |
|
|
TFA
29
Transamerica Financial Advisors
St. Petersburg,
Florida
| $14.4K | – | – | – |
|
30
Fidelity Investments
Boston,
Massachusetts
| $14.1K | – | – | – |
|
31
Rockefeller Capital Management
New York
| $9.87K | +$47 | +1 | +0.5% |
|
32
JP Morgan Chase
New York
| $5.88K | – | – | – |
|
33
Jones Financial Companies
Des Peres,
Missouri
| $5.07K | – | – | – |
|
34
Qube Research & Technologies (QRT)
London,
United Kingdom
| $3.71K | – | – | – |
|
|
HB
35
Horizon Bancorp
Michigan City,
Indiana
| $1K | – | – | – |
|
|
SS
36
Sunbelt Securities
Houston,
Texas
| – | -$458K | -9,770 | Closed |
|
|
ATC
37
Advantage Trust Company
Salina,
Kansas
| – | -$28.1K | -600 | Closed |
|
PXI Hedge Fund Activity: Q4 2025 in Review
35 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q4 2025, worth a combined $14.2M — down 23% from $18.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PXI positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was IHT Wealth Management, opening a new position worth an estimated $1.01M. The largest seller was Clear Creek Financial Management, cutting an estimated $3.77M.
- 35 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q4 2025, up from 32 in Q3 2025.
- Funds reported $14.2M of Invesco Dorsey Wright Energy Momentum ETF stock for Q4 2025, down 23% quarter-over-quarter.
- 5 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q4 2025 and 2 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q4 2025 was IHT Wealth Management, an estimated $1.01M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q4 2025 was Clear Creek Financial Management, an estimated $3.77M sold.
Based on aggregated 13F filings for Q4 2025.