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Invesco Dorsey Wright Energy Momentum ETF

47 hedge funds and large institutions have $88.1M invested in Invesco Dorsey Wright Energy Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,600% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 1

1,213% more capital invested

Capital invested by funds: $6.71M → $88.1M (+$81.4M)

124% more funds holding

Funds holding: 2147 (+26)

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

25.05% more ownership

Funds ownership: 33.18%58.23% (+25%)

Holders
47
Holders Change
+26
Holders Change %
+123.81%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
11
Reduced
5
Closed
1
Calls
$347K
Puts
Net Calls
+$347K
Net Calls Change
+$347K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$15.4M +$14.6M +623,893 New
Morgan Stanley
2
Morgan Stanley
New York
$12.9M +$11.8M +503,193 +2,684%
Bank of America
3
Bank of America
North Carolina
$8.27M +$4.7M +200,964 +151%
Wells Fargo
4
Wells Fargo
California
$7.21M +$6.38M +272,845 +1,490%
PAG
5
Private Advisor Group
New Jersey
$5.27M +$4.97M +212,731 New
UBS Group
6
UBS Group
Switzerland
$5.05M +$4.59M +196,224 +2,509%
LPL Financial
7
LPL Financial
California
$4.84M +$4.22M +180,751 +1,218%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$3.86M +$3.64M +155,724 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.27M +$3.09M +132,074 New
Ameriprise
10
Ameriprise
Minnesota
$2.85M +$2.4M +102,792 +768%
RJA
11
Raymond James & Associates
Florida
$2.83M +$2.67M +114,106 New
FA
12
Fortis Advisors
Pennsylvania
$2.15M +$2.03M +86,979 New
Stifel Financial
13
Stifel Financial
Missouri
$2.06M +$1.94M +83,170 New
CAN
14
Cetera Advisor Networks
California
$1.91M +$1.8M +77,115 New
Truist Financial
15
Truist Financial
North Carolina
$1.13M +$1.07M +45,760 New
Osaic Holdings
16
Osaic Holdings
Arizona
$865K +$694K +29,671 +572%
Citadel Advisors
17
Citadel Advisors
Florida
$735K +$70.9K +3,035 +11%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$669K +$631K +27,006 New
SFI
19
SPC Financial Inc
Maryland
$569K +$537K +22,958 New
TRCT
20
Tower Research Capital (TRC)
New York
$557K -$875K -37,453 -63%
PAG
21
Private Advisory Group
Washington
$551K +$520K +22,248 New
BRWA
22
B. Riley Wealth Advisors
Florida
$540K +$509K +21,769 New
GWM
23
Geneos Wealth Management
Colorado
$536K +$512K +21,926 New
BFEC
24
Benjamin F. Edwards & Company
Missouri
$493K +$465K +19,916 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$486K +$458K +19,604 New

PXI Hedge Fund Activity: Q1 2021 in Review

47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q1 2021, worth a combined $88.1M — up 1,213% from $6.71M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PXI positions and 1 closed out — a net gain of 26 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $14.6M. The largest seller was Susquehanna International Group, cutting an estimated $1.11M.

  • 47 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q1 2021, up from 21 in Q4 2020.
  • Funds reported $88.1M of Invesco Dorsey Wright Energy Momentum ETF stock for Q1 2021, up 1,213% quarter-over-quarter.
  • 27 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q1 2021 and 1 closed out, a net change of +26 holders.
  • The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q1 2021 was HighTower Advisors, an estimated $14.6M added.
  • The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q1 2021 was Susquehanna International Group, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2021.