Invesco Dorsey Wright Energy Momentum ETF
72 hedge funds and large institutions have $138M invested in Invesco Dorsey Wright Energy Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
7% more funds holding
Funds holding: 67 → 72 (+5)
7.46% more ownership
Funds ownership: 59.26% → 66.72% (+7.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $140M → $138M (-$1.67M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$13.1M |
| 2 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$5.11M |
| 3 |
Morgan Stanley
New York
|
+$2.85M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$2.18M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.75M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.13M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$2M |
| 4 |
LPL Financial
San Diego,
California
|
-$1.93M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.69M |
PXI Hedge Fund Activity: Q2 2022 in Review
72 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q2 2022, worth a combined $138M — down 1.2% from $140M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PXI positions and 6 closed out — a net gain of 6 holders — while 27 added to existing stakes and 21 trimmed.
The largest buyer was Transamerica Financial Advisors, adding an estimated $13.1M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $4.75M.
- 72 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q2 2022, up from 67 in Q1 2022.
- Funds reported $138M of Invesco Dorsey Wright Energy Momentum ETF stock for Q2 2022, down 1.2% quarter-over-quarter.
- 12 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q2 2022 and 6 closed out, a net change of +6 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q2 2022 was Transamerica Financial Advisors, an estimated $13.1M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q2 2022 was Raymond James Financial Services Advisors, an estimated $4.75M sold.
Based on aggregated 13F filings for Q2 2022.