Invesco Dorsey Wright Energy Momentum ETF
54 hedge funds and large institutions have $133M invested in Invesco Dorsey Wright Energy Momentum ETF in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 2 closing their positions.
1,100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 2
147% more capital invested
Capital invested by funds: $53.7M → $133M (+$78.9M)
113% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 8
69% more funds holding
Funds holding: 32 → 54 (+22)
16.45% more ownership
Funds ownership: 41.08% → 57.54% (+16%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$35.3M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$10.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.37M |
| 4 |
Morgan Stanley
New York
|
+$3.44M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.9M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$2.07M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.17M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.01M |
| 5 |
Goldman Sachs
New York
|
-$766K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $6K | +$5.49K | +130 | New |
|
|
AP
52
Advisors Preferred
Rockville,
Maryland
| $4K | +$4.05K | +96 | New |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| $1K | +$887 | +21 | New |
|
|
54
Envestnet Asset Management
Chicago,
Illinois
| – | -$5.9M | -141,996 | Closed |
|
|
55
Goldman Sachs
New York
| – | -$766K | -18,452 | Closed |
|
PXI Hedge Fund Activity: Q4 2016 in Review
54 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q4 2016, worth a combined $133M — up 147% from $53.7M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new PXI positions and 2 closed out — a net gain of 22 holders — while 17 added to existing stakes and 8 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $35.3M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $5.9M sold.
- 54 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q4 2016, up from 32 in Q3 2016.
- Funds reported $133M of Invesco Dorsey Wright Energy Momentum ETF stock for Q4 2016, up 147% quarter-over-quarter.
- 24 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q4 2016 and 2 closed out, a net change of +22 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q4 2016 was Invesco, an estimated $35.3M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $5.9M sold.
Based on aggregated 13F filings for Q4 2016.