Invesco Dorsey Wright Energy Momentum ETF
PXI
46 hedge funds and large institutions have $118M invested in Invesco Dorsey Wright Energy Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 7 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 14
34% more capital invested
Capital invested by funds: $88.1M → $118M (+$29.9M)
1.76% less ownership
Funds ownership: 58.23% → 56.47% (-1.8%)
2% less funds holding
Funds holding: 47 → 46 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.63M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.23M |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.33M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.1M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$935K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.65M |
| 2 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
-$2.15M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.33M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.31M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$693K |
PXI Hedge Fund Activity: Q2 2021 in Review
46 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q2 2021, worth a combined $118M — up 34% from $88.1M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PXI and 6 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 19 added.
The largest buyer was Morgan Stanley, adding an estimated $7.63M. The largest seller was Bank of America, cutting an estimated $2.65M.
- 46 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q2 2021, down from 47 in Q1 2021.
- Funds reported $118M of Invesco Dorsey Wright Energy Momentum ETF stock for Q2 2021, up 34% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q2 2021 and 7 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q2 2021 was Morgan Stanley, an estimated $7.63M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q2 2021 was Bank of America, an estimated $2.65M sold.
Based on aggregated 13F filings for Q2 2021.