Invesco Dorsey Wright Energy Momentum ETF
24 hedge funds and large institutions have $16.1M invested in Invesco Dorsey Wright Energy Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.
630% more capital invested
Capital invested by funds: $2.2M → $16.1M (+$13.9M)
200% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
32.87% more ownership
Funds ownership: 17.53% → 50.41% (+33%)
20% more funds holding
Funds holding: 20 → 24 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$3.75M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.45M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.8M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.49M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$421K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$141K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$96.6K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
-$17K |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
-$10.8K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$5K |
PXI Hedge Fund Activity: Q2 2020 in Review
24 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q2 2020, worth a combined $16.1M — up 630% from $2.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PXI positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 3 trimmed.
The largest buyer was Transamerica Financial Advisors, opening a new position worth an estimated $3.75M. The largest seller was Royal Bank of Canada, cutting an estimated $141K.
- 24 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q2 2020, up from 20 in Q1 2020.
- Funds reported $16.1M of Invesco Dorsey Wright Energy Momentum ETF stock for Q2 2020, up 630% quarter-over-quarter.
- 8 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q2 2020 and 4 closed out, a net change of +4 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q2 2020 was Transamerica Financial Advisors, an estimated $3.75M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q2 2020 was Royal Bank of Canada, an estimated $141K sold.
Based on aggregated 13F filings for Q2 2020.