Invesco Dorsey Wright Energy Momentum ETF
45 hedge funds and large institutions have $61.7M invested in Invesco Dorsey Wright Energy Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 4 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 4
258% more capital invested
Capital invested by funds: $17.2M → $61.7M (+$44.4M)
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
29% more funds holding
Funds holding: 35 → 45 (+10)
27.08% more ownership
Funds ownership: 19.77% → 46.85% (+27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$13.6M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.45M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$3.68M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.06M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$599K |
| 2 |
EFS
Essex Financial Services
Essex,
Connecticut
|
-$222K |
| 3 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
-$61.9K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$25.1K |
| 5 |
AB
Atlas Brown
Louisville,
Kentucky
|
-$20.2K |
PXI Hedge Fund Activity: Q2 2018 in Review
45 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q2 2018, worth a combined $61.7M — up 258% from $17.2M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PXI positions and 4 closed out — a net gain of 10 holders — while 18 added to existing stakes and 4 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $13.6M. The largest seller was Millennium Management, exiting entirely with an estimated $599K sold.
- 45 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q2 2018, up from 35 in Q1 2018.
- Funds reported $61.7M of Invesco Dorsey Wright Energy Momentum ETF stock for Q2 2018, up 258% quarter-over-quarter.
- 14 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q2 2018 and 4 closed out, a net change of +10 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q2 2018 was Invesco, an estimated $13.6M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q2 2018 was Millennium Management, an estimated $599K sold.
Based on aggregated 13F filings for Q2 2018.