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Invesco Dorsey Wright Energy Momentum ETF
PXI

Overview Fund Activity

64 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, 22 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
–
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$13.3M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$24M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$731K
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$459K
5
CI
5
CX Institutional
Indiana
$1.49M

Top Sellers

1
FMP
1
Financial Management Professionals
Texas
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$751K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.56M
4
CAN
4
Cetera Advisor Networks
California
$1.29M
5
CPC
5
Consolidated Planning Corp
Georgia
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$24M +$2.66M +61,431 +12%
Morgan Stanley
2
Morgan Stanley
New York
$17.5M +$270K +6,245 +2%
Bank of America
3
Bank of America
North Carolina
$13.3M +$2.95M +68,178 +28%
TFA
4
Transamerica Financial Advisors
Florida
$12.2M -$184K -4,254 -1%
Wells Fargo
5
Wells Fargo
California
$7.92M -$119K -2,747 -1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.56M -$727K -16,815 -9%
UBS Group
7
UBS Group
Switzerland
$6.98M -$292K -6,748 -4%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$6.23M -$155K -3,578 -2%
LPL Financial
9
LPL Financial
California
$5.28M -$205K -4,753 -4%
CPC
10
Consolidated Planning Corp
Georgia
$4.24M -$361K -8,344 -8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$3.45M +$40.9K +946 +1%
RJA
12
Raymond James & Associates
Florida
$2.95M +$164K +3,797 +6%
Stifel Financial
13
Stifel Financial
Missouri
$2.83M +$951 +22 +0%
Ameriprise
14
Ameriprise
Minnesota
$2.51M +$124K +2,865 +5%
Truist Financial
15
Truist Financial
North Carolina
$2.37M -$119K -2,758 -5%
CI
16
CX Institutional
Indiana
$1.49M +$369K +8,542 +33%
GCA
17
Genesee Capital Advisors
New York
$1.46M +$40K +926 +3%
CAN
18
Cetera Advisor Networks
California
$1.29M -$442K -10,213 -26%
KWM
19
Kingsview Wealth Management
Oregon
$1.26M – – –
PFS
20
Prospera Financial Services
Texas
$1.11M +$40.2K +931 +4%
TRCT
21
Tower Research Capital (TRC)
New York
$949K +$177K +4,104 +23%
SAM
22
Strategy Asset Managers
California
$933K +$93.5K +2,162 +11%
IWM
23
IHT Wealth Management
Illinois
$853K -$26.7K -617 -3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$751K -$1.63M -37,658 -68%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$731K +$709K +16,393 +3,183%
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