Invesco Dorsey Wright Energy Momentum ETF
38 hedge funds and large institutions have $35.5M invested in Invesco Dorsey Wright Energy Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 12 closing their positions.
11.14% less ownership
Funds ownership: 46.85% → 35.72% (-11%)
16% less funds holding
Funds holding: 45 → 38 (-7)
42% less capital invested
Capital invested by funds: $61.7M → $35.5M (-$26.2M)
53% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 19
58% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$1.77M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.12M |
| 3 |
TSS
Two Sigma Securities
New York
|
+$643K |
| 4 |
Millennium Management
New York
|
+$629K |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$624K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$13.8M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$3.69M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.56M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.89M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.96M |
PXI Hedge Fund Activity: Q3 2018 in Review
38 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q3 2018, worth a combined $35.5M — down 42% from $61.7M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PXI and 5 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 9 added.
The largest buyer was Virtu Financial, opening a new position worth an estimated $1.77M. The largest seller was Invesco, exiting entirely with an estimated $13.8M sold.
- 38 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q3 2018, down from 45 in Q2 2018.
- Funds reported $35.5M of Invesco Dorsey Wright Energy Momentum ETF stock for Q3 2018, down 42% quarter-over-quarter.
- 5 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q3 2018 and 12 closed out, a net change of -7 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q3 2018 was Virtu Financial, an estimated $1.77M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q3 2018 was Invesco, an estimated $13.8M sold.
Based on aggregated 13F filings for Q3 2018.