Invesco Dorsey Wright Energy Momentum ETF
34 hedge funds and large institutions have $10.2M invested in Invesco Dorsey Wright Energy Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 12 closing their positions.
11% less funds holding
Funds holding: 38 → 34 (-4)
15.71% less ownership
Funds ownership: 35.72% → 20% (-16%)
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
65% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 17
71% less capital invested
Capital invested by funds: $35.5M → $10.2M (-$25.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$716K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$311K |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$260K |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$252K |
| 5 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.32M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$2.45M |
| 3 |
Jane Street
New York
|
-$2.05M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.04M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.74M |
PXI Hedge Fund Activity: Q4 2018 in Review
34 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q4 2018, worth a combined $10.2M — down 71% from $35.5M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PXI and 8 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 6 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $716K. The largest seller was UBS Group, cutting an estimated $3.32M.
- 34 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q4 2018, down from 38 in Q3 2018.
- Funds reported $10.2M of Invesco Dorsey Wright Energy Momentum ETF stock for Q4 2018, down 71% quarter-over-quarter.
- 8 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q4 2018 and 12 closed out, a net change of -4 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q4 2018 was Tower Research Capital (TRC), an estimated $716K added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q4 2018 was UBS Group, an estimated $3.32M sold.
Based on aggregated 13F filings for Q4 2018.