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Invesco Dorsey Wright Energy Momentum ETF
PXI

67 hedge funds and large institutions have $140M invested in Invesco Dorsey Wright Energy Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

53% more capital invested

Capital invested by funds: $91.5M → $140M (+$48.5M)

18% more funds holding

Funds holding: 57 → 67 (+10)

4.92% more ownership

Funds ownership: 54.34% → 59.26% (+4.9%)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
16
Reduced
22
Closed
8
Calls
$10K
Puts
–
Net Calls
+$10K
Net Calls Change
+$13K

Top Buyers

Rank Fund Capital Flow
1
FA
Fortis Advisors
Pennsylvania
+$6.1M
2
Wells Fargo
Wells Fargo
California
+$1.94M
3
AFS
AFG Fiduciary Services
Massachusetts
+$1.55M
4
Truist Financial
Truist Financial
North Carolina
+$1.47M
5
OMC
Old Mission Capital
Illinois
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.48M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.23M
3
TRCT
Tower Research Capital (TRC)
New York
-$1.03M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$790K
5
PAG
Private Advisor Group
New Jersey
-$681K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
51
Transamerica Financial Advisors
Florida
$58K -$56.5K -1,520 -53%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$53K +$45.8K +1,232 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$49K – – –
LSA
54
Lansing Street Advisors
Pennsylvania
$43K +$36.3K +977 New
BBHC
55
Brown Brothers Harriman & Co
New York
$43K +$37.1K +1,000 New
MIM
56
MTM Investment Management
South Carolina
$41K – – –
CIAS
57
Capital Investment Advisory Services
North Carolina
$23K -$8.69K -234 -31%
ACA
58
Aptus Capital Advisors
Alabama
$20K +$17.2K +462 New
SWM
59
Spire Wealth Management
Virginia
$14K -$37 -1 -0.3%
AIC
60
Archer Investment Corporation
Indiana
$12.1K +$10.5K +284 New
IA
61
IFP Advisors
Florida
$12K -$54.3K -1,463 -85%
BAM
62
Bellevue Asset Management
Washington
$11K – – –
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$8K – – –
MCC
64
Money Concepts Capital
Florida
$5K +$4.01K +108 New
APA
65
American Portfolios Advisors
New York
$4.27K – – –
SIC
66
SJS Investment Consulting
Ohio
$4K – – –
WAM
67
Worth Asset Management
Texas
$1K +$557 +15 New
Citadel Advisors
68
Citadel Advisors
Florida
– -$1.48M -48,327 Closed
BRWA
69
B. Riley Wealth Advisors
Florida
– -$649K -21,177 Closed
Jane Street
70
Jane Street
New York
– -$443K -14,491 Closed
KM
71
Kalos Management
Georgia
– -$432K -12,331 Closed
AP
72
Advisors Preferred
Maryland
– -$39K -1,231 Closed
CA
73
CoreCap Advisors
Michigan
– -$25K -802 Closed
FF
74
FourThought Financial
Florida
– -$7K -232 Closed
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PXI Hedge Fund Activity: Q1 2022 in Review

67 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q1 2022, worth a combined $140M — up 53% from $91.5M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PXI positions and 8 closed out — a net gain of 12 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Fortis Advisors, opening a new position worth an estimated $6.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.48M sold.

  • 67 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q1 2022, up from 57 in Q4 2021.
  • Funds reported $140M of Invesco Dorsey Wright Energy Momentum ETF stock for Q1 2022, up 53% quarter-over-quarter.
  • 20 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q1 2022 and 8 closed out, a net change of +12 holders.
  • The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q1 2022 was Fortis Advisors, an estimated $6.1M added.
  • The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q1 2022 was Citadel Advisors, an estimated $1.48M sold.

Based on aggregated 13F filings for Q1 2022.