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Invesco Dorsey Wright Energy Momentum ETF

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: 7266 (-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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
76
Aptus Capital Advisors
Alabama
-$15K -380 Closed
TWA
77
TCI Wealth Advisors
Arizona
-$11K -292 Closed
AF
78
Allworth Financial
California
-$1K -28 Closed
WAM
79
Worth Asset Management
Texas
-$1K -15 Closed

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.