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Invesco Dorsey Wright Energy Momentum ETF
PXI

Overview Fund Activity

35 hedge funds and large institutions have $50.1M invested in Invesco Dorsey Wright Energy Momentum ETF in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 1 closing their positions.

Holders
35
Holders Change
+4
Holders Change %
+12.9%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
15
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$2.49M
2
SAM
2
SignalPoint Asset Management
Missouri
$5.24M
3
VKH
3
Virtu KCG Holdings
New York
$386K
4
NES
4
New England Securities
New York
$1.12M
5
LPL Financial
5
LPL Financial
California
$1.21M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$23.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$150K
3
MFO
3
Marcuard Family Office
Switzerland
$0
4
AssetMark Inc
4
AssetMark Inc
California
$918K
5
RJA
5
Raymond James & Associates
Florida
$2.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$23.1M 417,106 -111,978 -21%
SAM
2
SignalPoint Asset Management
Missouri
$5.24M 94,492 +10,574 +13%
TT
3
Tower Trust
Indiana
$3.31M 59,661 -1,276 -2%
U
4
UBS
Switzerland
$2.49M 44,866 +15,005 +50%
RJA
5
Raymond James & Associates
Florida
$2.25M 40,623 -2,309 -5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.6M 28,703 -1,776 -6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.35M 24,297 -695 -3%
Morgan Stanley
8
Morgan Stanley
New York
$1.33M 24,039 +56 +0.2%
Wells Fargo
9
Wells Fargo
California
$1.26M 22,780 +979 +4%
LPL Financial
10
LPL Financial
California
$1.21M 21,790 +4,803 +28%
NES
11
New England Securities
New York
$1.12M 20,143 +6,808 +51%
AssetMark Inc
12
AssetMark Inc
California
$918K 16,552 -13,327 -45%
SCM
13
Steward Capital Management
Michigan
$695K 12,500 – –
MCM
14
Murphy Capital Management
New Jersey
$471K 8,492 -430 -5%
VKH
15
Virtu KCG Holdings
New York
$386K 6,935 +6,935 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$332K 5,988 +444 +8%
B
17
Baird
Wisconsin
$292K 5,256 +180 +4%
AIG
18
American International Group
New York
$270K 4,868 +274 +6%
Citigroup
19
Citigroup
New York
$261K 4,689 -118 -2%
AP
20
Advisors Preferred
Maryland
$261K 4,705 +4,705 New
FIM
21
Freedom Investment Management
Connecticut
$258K 4,650 +118 +3%
VFS
22
VSR Financial Services
Kansas
$252K 4,537 -22 -0.5%
BRWA
23
B. Riley Wealth Advisors
Florida
$205K 3,690 +320 +9%
ICAS
24
Investors Capital Advisory Services
Massachusetts
$205K 3,700 +3,700 New
Creative Planning
25
Creative Planning
Kansas
$196K 3,526 -502 -12%
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