Invesco Dorsey Wright Energy Momentum ETF
42 hedge funds and large institutions have $72.8M invested in Invesco Dorsey Wright Energy Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
118% more capital invested
Capital invested by funds: $33.3M → $72.8M (+$39.4M)
113% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 8
17% more funds holding
Funds holding: 36 → 42 (+6)
15.9% more ownership
Funds ownership: 43.26% → 59.16% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$13.4M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.61M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.94M |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$3.11M |
| 5 |
GCA
Genesee Capital Advisors
Auburn,
New York
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.18M |
| 2 |
Goldman Sachs
New York
|
-$893K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$417K |
| 4 |
Morgan Stanley
New York
|
-$410K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$406K |
PXI Hedge Fund Activity: Q3 2023 in Review
42 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q3 2023, worth a combined $72.8M — up 118% from $33.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PXI positions and 2 closed out — a net gain of 6 holders — while 17 added to existing stakes and 8 trimmed.
The largest buyer was Transamerica Financial Advisors, adding an estimated $13.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.18M sold.
- 42 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q3 2023, up from 36 in Q2 2023.
- Funds reported $72.8M of Invesco Dorsey Wright Energy Momentum ETF stock for Q3 2023, up 118% quarter-over-quarter.
- 8 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q3 2023 and 2 closed out, a net change of +6 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q3 2023 was Transamerica Financial Advisors, an estimated $13.4M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q3 2023 was Citadel Advisors, an estimated $1.18M sold.
Based on aggregated 13F filings for Q3 2023.