Invesco Dorsey Wright Energy Momentum ETF
57 hedge funds and large institutions have $91.5M invested in Invesco Dorsey Wright Energy Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 3 closing their positions.
800% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 3
260% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 5
221% more capital invested
Capital invested by funds: $28.5M → $91.5M (+$63M)
73% more funds holding
Funds holding: 33 → 57 (+24)
13.77% more ownership
Funds ownership: 40.56% → 54.34% (+14%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $3K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$19.9M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$6.97M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.27M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.96M |
| 5 |
Morgan Stanley
New York
|
+$4.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$901K |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
-$433K |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$202K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$37.5K |
| 5 |
GWS
Glassman Wealth Services
Vienna,
Virginia
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Spire Wealth Management
Mclean,
Virginia
| $10K | +$11K | +339 | New |
|
|
BAM
52
Bellevue Asset Management
Bellevue,
Washington
| $8K | -$9.04K | -279 | -51% |
|
|
FF
53
FourThought Financial
Venice,
Florida
| $7K | – | – | – |
|
54
Rockefeller Capital Management
New York
| $6K | +$6.48K | +200 | New |
|
|
APA
55
American Portfolios Advisors
Holbrook,
New York
| $3.06K | – | – | – |
|
|
SIC
56
SJS Investment Consulting
Sylvania,
Ohio
| $3K | +$3.4K | +105 | New |
|
|
SS
57
Sunbelt Securities
Houston,
Texas
| – | -$433K | -17,041 | Closed |
|
|
58
CIBC World Market
Toronto,
Ontario, Canada
| – | -$202K | -6,520 | Closed |
|
|
GWS
59
Glassman Wealth Services
Vienna,
Virginia
| – | -$15K | -500 | Closed |
|
60
Fidelity Investments
Boston,
Massachusetts
| – | +$97 | +3 | +300% |
|
PXI Hedge Fund Activity: Q4 2021 in Review
57 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q4 2021, worth a combined $91.5M — up 221% from $28.5M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PXI positions and 3 closed out — a net gain of 24 holders — while 18 added to existing stakes and 5 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $19.9M. The largest seller was IHT Wealth Management, cutting an estimated $901K.
- 57 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q4 2021, up from 33 in Q3 2021.
- Funds reported $91.5M of Invesco Dorsey Wright Energy Momentum ETF stock for Q4 2021, up 221% quarter-over-quarter.
- 27 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q4 2021 and 3 closed out, a net change of +24 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q4 2021 was HighTower Advisors, an estimated $19.9M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q4 2021 was IHT Wealth Management, an estimated $901K sold.
Based on aggregated 13F filings for Q4 2021.