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Invesco Dorsey Wright Energy Momentum ETF
PXI

Overview Fund Activity

54 hedge funds and large institutions have $133M invested in Invesco Dorsey Wright Energy Momentum ETF in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
54
Holders Change
+22
Holders Change %
+68.75%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
17
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$36.4M
2
TFA
2
Transamerica Financial Advisors
Florida
$10.7M
3
UBS Group
3
UBS Group
Switzerland
$6.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.17M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.86M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Creative Planning
2
Creative Planning
Kansas
$1.84M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$622K
4
UCFA
4
United Capital Financial Advisors
Texas
$15.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$36.4M 835,861 +835,861 New
UCFA
2
United Capital Financial Advisors
Texas
$15.4M 353,164 -23,852 -6%
TFA
3
Transamerica Financial Advisors
Florida
$10.7M 246,614 +246,614 New
Morgan Stanley
4
Morgan Stanley
New York
$9.17M 210,828 +81,372 +63%
UBS Group
5
UBS Group
Switzerland
$6.17M 141,883 +127,236 +869%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.86M 111,792 +74,402 +199%
Bank of America
7
Bank of America
North Carolina
$4.6M 105,655 +58,118 +122%
MCWS
8
McKinley Carter Wealth Services
West Virginia
$4.22M 97,091 -2,035 -2%
SAM
9
SignalPoint Asset Management
Missouri
$4.08M 93,847 +17 +0%
Wells Fargo
10
Wells Fargo
California
$3.87M 88,947 +66,525 +297%
LPL Financial
11
LPL Financial
California
$3.3M 73,821 +44,423 +151%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$3.01M 69,273 +69,273 New
RJA
13
Raymond James & Associates
Florida
$2.95M 67,689 +67,689 New
Stifel Financial
14
Stifel Financial
Missouri
$2.51M 57,577 +57,577 New
FMP
15
Financial Management Professionals
Texas
$2.4M 56,532 +56,532 New
Creative Planning
16
Creative Planning
Kansas
$1.84M 42,240 -48,917 -54%
Ameriprise
17
Ameriprise
Minnesota
$1.84M 42,222 +42,222 New
Citadel Advisors
18
Citadel Advisors
Florida
$1.61M 36,917 +7,615 +26%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.29M 29,621 +29,621 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.14M 26,078 +10,262 +65%
FA
21
Fortis Advisors
Pennsylvania
$957K 22,000 +22,000 New
Citigroup
22
Citigroup
New York
$752K 17,252 -2,532 -13%
ONB
23
Old National Bancorp
Indiana
$698K 16,043 -22 -0.1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$675K 15,507 +7,191 +86%
WA
25
WFG Advisors
Texas
$663K 15,249 +14,849 +3,712%
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