Invesco Dorsey Wright Energy Momentum ETF
38 hedge funds and large institutions have $53M invested in Invesco Dorsey Wright Energy Momentum ETF in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 10 closing their positions.
6% less capital invested
Capital invested by funds: $56.6M → $53M (-$3.63M)
19% less funds holding
Funds holding: 47 → 38 (-9)
25% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 16
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
80% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$1.96M |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$1.46M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.39M |
| 4 |
HF
Hoxton Financial
Shepherdstown,
West Virginia
|
+$836K |
| 5 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$619K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$4.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.08M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$1.16M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$921K |
| 5 |
B
Baird
Milwaukee,
Wisconsin
|
-$896K |
PXI Hedge Fund Activity: Q1 2015 in Review
38 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q1 2015, worth a combined $53M — down 6.4% from $56.6M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PXI and 2 opened new positions — a net loss of 8 holders — while 16 trimmed existing stakes and 12 added.
The largest buyer was Creative Planning, adding an estimated $1.96M. The largest seller was SignalPoint Asset Management, cutting an estimated $4.3M.
- 38 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q1 2015, down from 47 in Q4 2014.
- Funds reported $53M of Invesco Dorsey Wright Energy Momentum ETF stock for Q1 2015, down 6.4% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q1 2015 and 10 closed out, a net change of -8 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q1 2015 was Creative Planning, an estimated $1.96M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q1 2015 was SignalPoint Asset Management, an estimated $4.3M sold.
Based on aggregated 13F filings for Q1 2015.