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Invesco Dorsey Wright Energy Momentum ETF
PXI

Overview Fund Activity

55 hedge funds and large institutions have $91.1M invested in Invesco Dorsey Wright Energy Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+23
Holders Change %
+71.88%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
18
Reduced
5
Closed
3
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
-$3K

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$18.8M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$6.59M
3
LPL Financial
LPL Financial
California
$6.06M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$5.53M
5
Morgan Stanley
Morgan Stanley
New York
$10.3M

Top Sellers

1
IWM
IHT Wealth Management
Illinois
$398K
2
SS
Sunbelt Securities
Texas
$0
3
CIBC World Market
CIBC World Market
Ontario, Canada
$0
4
BRWA
B. Riley Wealth Advisors
Florida
$649K
5
GWS
Glassman Wealth Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$18.8M +$18.8M +613,343 New
Morgan Stanley
2
Morgan Stanley
New York
$10.3M +$4.09M +133,676 +65%
Bank of America
3
Bank of America
North Carolina
$8.01M +$2.11M +68,986 +36%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$6.59M +$6.59M +215,219 New
Wells Fargo
5
Wells Fargo
California
$6.17M +$2.9M +94,812 +89%
LPL Financial
6
LPL Financial
California
$6.06M +$4.98M +162,829 +463%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.53M +$4.69M +153,191 +559%
UBS Group
8
UBS Group
Switzerland
$4.5M +$1.37M +44,692 +44%
PAG
9
Private Advisor Group
New Jersey
$3.42M +$3.42M +111,765 New
Ameriprise
10
Ameriprise
Minnesota
$2.26M +$1.59M +52,071 +241%
RJA
11
Raymond James & Associates
Florida
$1.95M +$1.95M +63,625 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.53M +$1.02M +33,308 +200%
Citadel Advisors
13
Citadel Advisors
Florida
$1.48M +$1.25M +40,831 +545%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.31M +$862K +28,142 +191%
TRCT
15
Tower Research Capital (TRC)
New York
$1.12M +$546K +17,848 +96%
PFS
16
Prospera Financial Services
Texas
$1.11M +$1.11M +36,160 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$868K +$374K +12,211 +76%
GCA
18
Genesee Capital Advisors
New York
$782K +$782K +25,563 New
Osaic Holdings
19
Osaic Holdings
Arizona
$722K +$391K +12,798 +118%
CAN
20
Cetera Advisor Networks
California
$679K +$679K +22,202 New
BRWA
21
B. Riley Wealth Advisors
Florida
$649K -$35.5K -1,159 -5%
SFI
22
SPC Financial Inc
Maryland
$634K +$634K +20,715 New
Stifel Financial
23
Stifel Financial
Missouri
$536K +$536K +17,534 New
GWM
24
Geneos Wealth Management
Colorado
$533K +$493K +16,136 +1,241%
WFA
25
WMG Financial Advisors
Tennessee
$462K +$462K +15,129 New
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