Invesco Dorsey Wright Energy Momentum ETF
38 hedge funds and large institutions have $44.5M invested in Invesco Dorsey Wright Energy Momentum ETF in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
15% more capital invested
Capital invested by funds: $38.8M → $44.5M (+$5.71M)
6% more funds holding
Funds holding: 36 → 38 (+2)
0.84% less ownership
Funds ownership: 36.42% → 35.59% (-0.84%)
44% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$7.49M |
| 2 |
Jane Street
New York
|
+$1.04M |
| 3 |
Morgan Stanley
New York
|
+$466K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$449K |
| 5 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$419K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$1.76M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.12M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.06M |
| 4 |
ONB
Old National Bancorp
Evansville,
Indiana
|
-$281K |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$246K |
PXI Hedge Fund Activity: Q2 2016 in Review
38 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q2 2016, worth a combined $44.5M — up 15% from $38.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PXI positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 16 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $7.49M. The largest seller was Creative Planning, cutting an estimated $1.76M.
- 38 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q2 2016, up from 36 in Q1 2016.
- Funds reported $44.5M of Invesco Dorsey Wright Energy Momentum ETF stock for Q2 2016, up 15% quarter-over-quarter.
- 7 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q2 2016 and 4 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q2 2016 was United Capital Financial Advisors, an estimated $7.49M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q2 2016 was Creative Planning, an estimated $1.76M sold.
Based on aggregated 13F filings for Q2 2016.