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Invesco Dorsey Wright Energy Momentum ETF
PXI

66 hedge funds and large institutions have $129M invested in Invesco Dorsey Wright Energy Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% more ownership

Funds ownership: 66.72% → 66.79% (+0.06%)

7% less capital invested

Capital invested by funds: $138M → $129M (-$9.65M)

8% less funds holding

Funds holding: 72 → 66 (-6)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
22
Reduced
26
Closed
13
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$2K

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.27M
2
CI
CX Institutional
Indiana
+$1.08M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$956K
4
Bank of America
Bank of America
North Carolina
+$939K
5
FMP
Financial Management Professionals
Texas
+$287K

Top Sellers

Rank Fund Capital Flow
1
FA
Fortis Advisors
Pennsylvania
-$7.15M
2
HighTower Advisors
HighTower Advisors
Illinois
-$5.26M
3
AFS
AFG Fiduciary Services
Massachusetts
-$1.56M
4
FTUS
Flow Traders U.S.
New York
-$1.33M
5
Jane Street
Jane Street
New York
-$1.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
51
Lansing Street Advisors
Pennsylvania
$40K +$2.11K +51 +5%
BBHC
52
Brown Brothers Harriman & Co
New York
$39K – – –
MIM
53
MTM Investment Management
South Carolina
$38K – – –
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$21K -$35.2K -849 -62%
CIAS
55
Capital Investment Advisory Services
North Carolina
$21K – – –
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$16K +$13.1K +317 +369%
SWM
57
Spire Wealth Management
Virginia
$13K +$83 +2 +0.6%
IA
58
IFP Advisors
Florida
$12K – – –
AIC
59
Archer Investment Corporation
Indiana
$11.2K – – –
BAM
60
Bellevue Asset Management
Washington
$11K – – –
HGERS
61
Householder Group Estate & Retirement Specialist
Arizona
$11K +$12K +289 New
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$8K +$124 +3 +1%
AP
63
Advisors Preferred
Maryland
$6K -$1.41K -34 -20%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$6K +$6.21K +150 New
PTC
65
Private Trust Company
Ohio
$4K – – –
APA
66
American Portfolios Advisors
New York
$3.93K – – –
FA
67
Fortis Advisors
Pennsylvania
– -$7.15M -172,591 Closed
AFS
68
AFG Fiduciary Services
Massachusetts
– -$1.56M -40,869 Closed
FTUS
69
Flow Traders U.S.
New York
– -$1.33M -34,710 Closed
Jane Street
70
Jane Street
New York
– -$1.32M -34,520 Closed
PAG
71
Private Advisory Group
Washington
– -$275K -7,197 Closed
CC
72
Cypress Capital
Tennessee
– -$271K -7,094 Closed
OMC
73
Old Mission Capital
Illinois
– -$256K -6,704 Closed
Simplex Trading
74
Simplex Trading
Illinois
– -$99K -2,593 Closed
CG
75
Cutler Group
California
– -$41.4K -1,000 Closed
1 2
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PXI Hedge Fund Activity: Q3 2022 in Review

66 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q3 2022, worth a combined $129M — down 7% from $138M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PXI and 8 opened new positions — a net loss of 5 holders — while 26 trimmed existing stakes and 22 added.

The largest buyer was Royal Bank of Canada, adding an estimated $5.27M. The largest seller was Fortis Advisors, exiting entirely with an estimated $7.15M sold.

  • 66 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q3 2022, down from 72 in Q2 2022.
  • Funds reported $129M of Invesco Dorsey Wright Energy Momentum ETF stock for Q3 2022, down 7% quarter-over-quarter.
  • 8 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q3 2022 and 13 closed out, a net change of -5 holders.
  • The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q3 2022 was Royal Bank of Canada, an estimated $5.27M added.
  • The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q3 2022 was Fortis Advisors, an estimated $7.15M sold.

Based on aggregated 13F filings for Q3 2022.