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Invesco Dorsey Wright Energy Momentum ETF
PXI

Overview Fund Activity

70 hedge funds and large institutions have $138M invested in Invesco Dorsey Wright Energy Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
27
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TFA
1
Transamerica Financial Advisors
Florida
$11.4M
2
CPC
2
Consolidated Planning Corp
Georgia
$4.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.54M
5
FTUS
5
Flow Traders U.S.
New York
$1.33M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.38M
2
Wells Fargo
2
Wells Fargo
California
$7.87M
3
SOS
3
Silver Oak Securities
Tennessee
$1.01M
4
LPL Financial
4
LPL Financial
California
$5.74M
5
Bank of America
5
Bank of America
North Carolina
$8.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$88K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$52K +$8.24K +216 +19%
CG
53
Cutler Group
California
$38K -$41.8K -1,100 -52%
BBHC
54
Brown Brothers Harriman & Co
New York
$38K – – –
MIM
55
MTM Investment Management
South Carolina
$37K – – –
LSA
56
Lansing Street Advisors
Pennsylvania
$37K – – –
CIAS
57
Capital Investment Advisory Services
North Carolina
$20K – – –
ACA
58
Aptus Capital Advisors
Alabama
$15K -$3.24K -82 -18%
SWM
59
Spire Wealth Management
Virginia
$13K +$76 +2 +0.6%
IA
60
IFP Advisors
Florida
$12K – – –
TWA
61
TCI Wealth Advisors
Arizona
$11K +$11K +292 New
AIC
62
Archer Investment Corporation
Indiana
$10.9K – – –
BAM
63
Bellevue Asset Management
Washington
$10K – – –
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$7K +$35 +1 +0.5%
AP
65
Advisors Preferred
Maryland
$6K +$6K +170 New
PTC
66
Private Trust Company
Ohio
$4K +$4K +106 New
APA
67
American Portfolios Advisors
New York
$3.82K – – –
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$3K +$3K +86 New
WAM
69
Worth Asset Management
Texas
$1K – – –
AF
70
Allworth Financial
California
$1K +$1K +28 New
Marshall Wace
71
Marshall Wace
United Kingdom
– -$542K -12,685 Closed
AWS
72
Atria Wealth Solutions
New York
– -$400K -9,372 Closed
SSCA
73
South Shore Capital Advisors
Massachusetts
– -$342K -8,000 Closed
CF
74
Centaurus Financial
California
– -$293K -6,859 Closed
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
– -$53K -1,232 Closed
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