Invesco Dorsey Wright Energy Momentum ETF
44 hedge funds and large institutions have $95M invested in Invesco Dorsey Wright Energy Momentum ETF in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
54% more capital invested
Capital invested by funds: $61.8M → $95M (+$33.2M)
19% more funds holding
Funds holding: 37 → 44 (+7)
5.15% more ownership
Funds ownership: 31.4% → 36.54% (+5.1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.99M |
| 2 |
HF
Hoxton Financial
Shepherdstown,
West Virginia
|
+$7.33M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$4.73M |
| 4 |
Goldman Sachs
New York
|
+$4.23M |
| 5 |
ONB
Old National Bancorp
Evansville,
Indiana
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.93M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$3.5M |
| 3 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$1.28M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$349K |
| 5 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$341K |
PXI Hedge Fund Activity: Q2 2014 in Review
44 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q2 2014, worth a combined $95M — up 54% from $61.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PXI positions and 1 closed out — a net gain of 8 holders — while 13 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.99M. The largest seller was Wells Fargo, cutting an estimated $4.93M.
- 44 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q2 2014, up from 37 in Q1 2014.
- Funds reported $95M of Invesco Dorsey Wright Energy Momentum ETF stock for Q2 2014, up 54% quarter-over-quarter.
- 9 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q2 2014 and 1 closed out, a net change of +8 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q2 2014 was Morgan Stanley, an estimated $9.99M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q2 2014 was Wells Fargo, an estimated $4.93M sold.
Based on aggregated 13F filings for Q2 2014.