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Invesco Dorsey Wright Energy Momentum ETF
PXI

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+7
Holders Change %
+18.92%
% of All Funds
1.27%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
9
Increased
13
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$12.9M
2
HF
Hoxton Financial
West Virginia
$7.87M
3
FMP
Financial Management Professionals
Texas
$5.08M
4
Goldman Sachs
Goldman Sachs
New York
$4.54M
5
ONB
Old National Bancorp
Indiana
$3.81M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$3.69M
2
Creative Planning
Creative Planning
Kansas
$334K
3
AP
Advisors Preferred
Maryland
$41.5K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.27M
5
SAM
SignalPoint Asset Management
Missouri
$6.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$20.8M +$1.47M +22,616 +8%
Morgan Stanley
2
Morgan Stanley
New York
$12.9M +$10.7M +164,581 +485%
HF
3
Hoxton Financial
West Virginia
$7.87M +$7.87M +120,684 New
SAM
4
SignalPoint Asset Management
Missouri
$6.22M -$366K -5,615 -6%
FMP
5
Financial Management Professionals
Texas
$5.08M +$5.08M +77,849 New
DFIM
6
Detwiler Fenton Investment Management
Massachusetts
$5.02M -$213K -3,263 -4%
MCWS
7
McKinley Carter Wealth Services
West Virginia
$4.88M +$600K +9,208 +14%
Goldman Sachs
8
Goldman Sachs
New York
$4.54M +$4.54M +69,685 New
ONB
9
Old National Bancorp
Indiana
$3.81M +$3.81M +58,388 New
Wells Fargo
10
Wells Fargo
California
$3.69M -$5.3M -81,219 -59%
LPL Financial
11
LPL Financial
California
$2.99M +$1.09M +16,769 +58%
U
12
UBS
Switzerland
$2.96M +$1.49M +22,821 +101%
RJA
13
Raymond James & Associates
Florida
$2.73M +$72.5K +1,111 +3%
NES
14
New England Securities
New York
$1.65M -$43.8K -672 -3%
B
15
Baird
Wisconsin
$1.38M +$1.01M +15,500 +271%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.27M -$375K -5,751 -23%
ICAS
17
Investors Capital Advisory Services
Massachusetts
$928K +$652K +10,004 +236%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$889K +$733K +11,242 +470%
Stifel Financial
19
Stifel Financial
Missouri
$826K +$826K +12,662 New
MCM
20
Murphy Capital Management
New Jersey
$568K +$27.2K +417 +5%
FAG
21
Financial Advisory Group
Texas
$477K +$477K +7,313 New
MFS
22
MSI Financial Services
Massachusetts
$397K +$72K +1,103 +22%
AIG
23
American International Group
New York
$379K -$84.1K -1,290 -18%
Creative Planning
24
Creative Planning
Kansas
$334K -$3.76M -57,700 -92%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$324K -$23.9K -367 -7%
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