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Invesco Dorsey Wright Energy Momentum ETF
PXI

Overview Fund Activity

44 hedge funds and large institutions have $118M invested in Invesco Dorsey Wright Energy Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
18
Reduced
14
Closed
7
Calls
$233K
Puts
–
Net Calls
+$233K
Net Calls Change
-$114K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.6M
2
Wells Fargo
2
Wells Fargo
California
$11.4M
3
KWM
3
Kingsview Wealth Management
Oregon
$1.54M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$6M
5
Stifel Financial
5
Stifel Financial
Missouri
$3.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$7.23M
2
FA
2
Fortis Advisors
Pennsylvania
$0
3
PAG
3
Private Advisor Group
New Jersey
$5.01M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.57M
5
RJA
5
Raymond James & Associates
Florida
$2.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.6M 803,038 +281,097 +54%
HighTower Advisors
2
HighTower Advisors
Illinois
$20.1M 657,186 +33,293 +5%
Wells Fargo
3
Wells Fargo
California
$11.4M 373,434 +82,275 +28%
Bank of America
4
Bank of America
North Carolina
$7.23M 236,132 -97,562 -29%
UBS Group
5
UBS Group
Switzerland
$7M 228,670 +24,624 +12%
LPL Financial
6
LPL Financial
California
$6.93M 226,297 +30,704 +16%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$6M 196,164 +40,440 +26%
PAG
8
Private Advisor Group
New Jersey
$5.01M 163,626 -49,105 -23%
Ameriprise
9
Ameriprise
Minnesota
$3.84M 125,315 +9,136 +8%
Stifel Financial
10
Stifel Financial
Missouri
$3.6M 117,612 +34,442 +41%
CAN
11
Cetera Advisor Networks
California
$3.06M 99,848 +22,733 +29%
RJA
12
Raymond James & Associates
Florida
$2.71M 88,567 -25,539 -22%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$2.57M 83,919 -48,155 -36%
Truist Financial
14
Truist Financial
North Carolina
$1.93M 63,210 +17,450 +38%
KWM
15
Kingsview Wealth Management
Oregon
$1.54M 48,853 +48,853 New
MCM
16
Mainstay Capital Management
Michigan
$1M 32,735 +32,735 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$989K 32,323 +5,317 +20%
IWM
18
IHT Wealth Management
Illinois
$884K 28,879 +28,879 New
SFI
19
SPC Financial Inc
Maryland
$707K 23,113 +155 +0.7%
BRWA
20
B. Riley Wealth Advisors
Florida
$666K 21,746 -23 -0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$656K 21,456 -13,404 -38%
PFS
22
Prospera Financial Services
Texas
$605K 19,781 +19,781 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$600K 19,608 +4 +0%
Citadel Advisors
24
Citadel Advisors
Florida
$454K 14,838 -14,826 -50%
SS
25
Sunbelt Securities
Texas
$433K 17,041 -1,316 -7%
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