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Invesco Dorsey Wright Energy Momentum ETF
PXI

72 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, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

7% more funds holding

Funds holding: 67 → 72 (+5)

7.46% more ownership

Funds ownership: 59.26% → 66.72% (+7.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $140M → $138M (-$1.67M)

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.21%
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
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TFA
Transamerica Financial Advisors
Florida
+$13.1M
2
CPC
Consolidated Planning Corp
Georgia
+$5.11M
3
Morgan Stanley
Morgan Stanley
New York
+$2.85M
4
Stifel Financial
Stifel Financial
Missouri
+$2.18M
5
FTUS
Flow Traders U.S.
New York
+$1.54M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.75M
2
Wells Fargo
Wells Fargo
California
-$2.13M
3
SOS
Silver Oak Securities
Tennessee
-$2M
4
LPL Financial
LPL Financial
California
-$1.93M
5
Bank of America
Bank of America
North Carolina
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
51
Simplex Trading
Illinois
$99K +$115K +2,593 New
GWM
52
Geneos Wealth Management
Colorado
$88K – – –
ASBI
53
American State Bank (Iowa)
Iowa
$73.8K – – –
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$52K +$9.57K +216 +19%
CG
55
Cutler Group
California
$38K -$48.8K -1,100 -52%
BBHC
56
Brown Brothers Harriman & Co
New York
$38K – – –
LSA
57
Lansing Street Advisors
Pennsylvania
$37K – – –
MIM
58
MTM Investment Management
South Carolina
$37K – – –
CIAS
59
Capital Investment Advisory Services
North Carolina
$20K – – –
ACA
60
Aptus Capital Advisors
Alabama
$15K -$3.63K -82 -18%
SWM
61
Spire Wealth Management
Virginia
$13K +$89 +2 +0.6%
IA
62
IFP Advisors
Florida
$12K – – –
TWA
63
TCI Wealth Advisors
Arizona
$11K +$12.9K +292 New
AIC
64
Archer Investment Corporation
Indiana
$10.9K – – –
BAM
65
Bellevue Asset Management
Washington
$10K – – –
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$7K +$44 +1 +0.5%
AP
67
Advisors Preferred
Maryland
$6K +$7.54K +170 New
PTC
68
Private Trust Company
Ohio
$4K +$4.7K +106 New
APA
69
American Portfolios Advisors
New York
$3.82K – – –
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$3K +$3.81K +86 New
WAM
71
Worth Asset Management
Texas
$1K – – –
AF
72
Allworth Financial
California
$1K +$1.24K +28 New
Marshall Wace
73
Marshall Wace
United Kingdom
– -$542K -12,685 Closed
AWS
74
Atria Wealth Solutions
New York
– -$400K -9,372 Closed
SSCA
75
South Shore Capital Advisors
Massachusetts
– -$342K -8,000 Closed
1 2
3
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PXI Hedge Fund Activity: Q2 2022 in Review

72 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q2 2022, worth a combined $138M — down 1.2% from $140M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PXI positions and 6 closed out — a net gain of 6 holders — while 27 added to existing stakes and 21 trimmed.

The largest buyer was Transamerica Financial Advisors, adding an estimated $13.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.75M.

  • 72 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q2 2022, up from 67 in Q1 2022.
  • Funds reported $138M of Invesco Dorsey Wright Energy Momentum ETF stock for Q2 2022, down 1.2% quarter-over-quarter.
  • 12 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q2 2022 and 6 closed out, a net change of +6 holders.
  • The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q2 2022 was Transamerica Financial Advisors, an estimated $13.1M added.
  • The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q2 2022 was Raymond James Financial Services Advisors, an estimated $4.75M sold.

Based on aggregated 13F filings for Q2 2022.