Invesco Dorsey Wright Energy Momentum ETF
42 hedge funds and large institutions have $44.2M invested in Invesco Dorsey Wright Energy Momentum ETF in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 2 closing their positions.
2.53% more ownership
Funds ownership: 33.34% → 35.87% (+2.5%)
0% more funds holding
Funds holding: 42 → 42 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
25% less capital invested
Capital invested by funds: $59M → $44.2M (-$14.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$947K |
| 2 |
Citigroup
New York
|
+$435K |
| 3 |
HF
Hoxton Financial
Shepherdstown,
West Virginia
|
+$413K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$337K |
| 5 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.43M |
| 2 |
Morgan Stanley
New York
|
-$958K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$866K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$555K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$438K |
PXI Hedge Fund Activity: Q3 2015 in Review
42 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q3 2015, worth a combined $44.2M — down 25% from $59M a quarter earlier.
Fund positioning in PXI was balanced in Q3 2015: 2 funds opened new positions, 2 closed out, 14 added to existing stakes and 17 trimmed.
The largest buyer was Wells Fargo, adding an estimated $947K. The largest seller was Raymond James & Associates, exiting entirely with an estimated $1.43M sold.
- 42 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $44.2M of Invesco Dorsey Wright Energy Momentum ETF stock for Q3 2015, down 25% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q3 2015 and 2 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q3 2015 was Wells Fargo, an estimated $947K added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q3 2015 was Raymond James & Associates, an estimated $1.43M sold.
Based on aggregated 13F filings for Q3 2015.