Invesco Dorsey Wright Energy Momentum ETF
66 hedge funds and large institutions have $139M invested in Invesco Dorsey Wright Energy Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
8% more capital invested
Capital invested by funds: $129M → $139M (+$10.7M)
0% more funds holding
Funds holding: 66 → 66 (0)
10.35% less ownership
Funds ownership: 66.79% → 56.43% (-10%)
12% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.12M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$2.81M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$750K |
| 4 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$486K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$391K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$1.88M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.72M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$769K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$467K |
| 5 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
-$382K |
PXI Hedge Fund Activity: Q4 2022 in Review
66 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q4 2022, worth a combined $139M — up 8.3% from $129M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PXI positions and 6 closed out — a net gain of 1 holder — while 23 added to existing stakes and 26 trimmed.
The largest buyer was Bank of America, adding an estimated $3.12M. The largest seller was Financial Management Professionals, exiting entirely with an estimated $1.88M sold.
- 66 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $139M of Invesco Dorsey Wright Energy Momentum ETF stock for Q4 2022, up 8.3% quarter-over-quarter.
- 7 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q4 2022 and 6 closed out, a net change of +1 holder.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q4 2022 was Bank of America, an estimated $3.12M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q4 2022 was Financial Management Professionals, an estimated $1.88M sold.
Based on aggregated 13F filings for Q4 2022.