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Invesco Dorsey Wright Energy Momentum ETF
PXI

33 hedge funds and large institutions have $36.9M invested in Invesco Dorsey Wright Energy Momentum ETF in 2013 Q2 according to their latest regulatory filings, with 33 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

28.18% more ownership

Funds ownership: 0% → 28.18% (+28%)

Holders
33
Holders Change
+33
Holders Change %
–
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
33
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$13.7M +$14M +287,751 New
SAM
2
SignalPoint Asset Management
Missouri
$4.88M +$5M +102,610 New
TT
3
Tower Trust
Indiana
$3.22M +$3.29M +67,614 New
Wells Fargo
4
Wells Fargo
California
$2.26M +$2.32M +47,574 New
RJA
5
Raymond James & Associates
Florida
$2.19M +$2.25M +46,137 New
GF
6
Genworth Financial
Virginia
$1.52M +$1.56M +31,941 New
Morgan Stanley
7
Morgan Stanley
New York
$1.15M +$1.18M +24,207 New
MFO
8
Marcuard Family Office
Switzerland
$1.01M +$1.04M +21,250 New
U
9
UBS
Switzerland
$970K +$994K +20,401 New
LPL Financial
10
LPL Financial
California
$813K +$833K +17,092 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$648K +$664K +13,630 New
KCG
12
Knight Capital Group
$614K +$628K +12,892 New
SCM
13
Steward Capital Management
Michigan
$596K +$609K +12,500 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$585K +$599K +12,287 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$484K +$496K +10,180 New
MCM
16
Murphy Capital Management
New Jersey
$407K +$417K +8,560 New
NES
17
New England Securities
New York
$293K +$300K +6,168 New
CS
18
Credit Suisse
Switzerland
$240K +$246K +5,052 New
VFS
19
VSR Financial Services
Kansas
$234K +$239K +4,909 New
B
20
Baird
Wisconsin
$218K +$223K +4,573 New
AIG
21
American International Group
New York
$199K +$203K +4,177 New
Creative Planning
22
Creative Planning
Kansas
$179K +$183K +3,756 New
BRWA
23
B. Riley Wealth Advisors
Florida
$152K +$155K +3,190 New
Ameriprise
24
Ameriprise
Minnesota
$77K +$79.2K +1,626 New
WA
25
WFG Advisors
Texas
$53K +$53.8K +1,105 New
1
2

PXI Hedge Fund Activity: Q2 2013 in Review

33 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q2 2013, worth a combined $36.9M.

Buyers outnumbered sellers: 33 funds opened new PXI positions and 0 closed out — a net gain of 33 holders — while 0 added to existing stakes and 0 trimmed.

  • 33 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $36.9M of Invesco Dorsey Wright Energy Momentum ETF stock for Q2 2013.
  • 33 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q2 2013 and 0 closed out, a net change of +33 holders.

Based on aggregated 13F filings for Q2 2013.