Invesco Dorsey Wright Energy Momentum ETF
20 hedge funds and large institutions have $2.2M invested in Invesco Dorsey Wright Energy Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 5 closing their positions.
5.99% less ownership
Funds ownership: 23.52% → 17.53% (-6%)
20% less funds holding
Funds holding: 25 → 20 (-5)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
73% less capital invested
Capital invested by funds: $8.26M → $2.2M (-$6.06M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$671K |
| 2 |
LPL Financial
San Diego,
California
|
+$380K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$26.7K |
| 4 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$9.95K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
+$4.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.13M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$556K |
| 3 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$504K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$426K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$400K |
PXI Hedge Fund Activity: Q1 2020 in Review
20 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q1 2020, worth a combined $2.2M — down 73% from $8.26M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PXI and 2 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 5 added.
The largest buyer was Wells Fargo, adding an estimated $671K. The largest seller was Jane Street, exiting entirely with an estimated $1.13M sold.
- 20 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q1 2020, down from 25 in Q4 2019.
- Funds reported $2.2M of Invesco Dorsey Wright Energy Momentum ETF stock for Q1 2020, down 73% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q1 2020 and 5 closed out, a net change of -3 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q1 2020 was Wells Fargo, an estimated $671K added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q1 2020 was Jane Street, an estimated $1.13M sold.
Based on aggregated 13F filings for Q1 2020.