Invesco Dorsey Wright Energy Momentum ETF
39 hedge funds and large institutions have $33.3M invested in Invesco Dorsey Wright Energy Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
3% more funds holding
Funds holding: 38 → 39 (+1)
0.81% more ownership
Funds ownership: 45.45% → 46.27% (+0.81%)
1% less capital invested
Capital invested by funds: $33.6M → $33.3M (-$271K)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$4.51M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$187K |
| 3 |
LPL Financial
San Diego,
California
|
+$182K |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$160K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$75.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$858K |
| 2 |
Goldman Sachs
New York
|
-$803K |
| 3 |
Morgan Stanley
New York
|
-$606K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$463K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$255K |
PXI Hedge Fund Activity: Q2 2024 in Review
39 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q2 2024, worth a combined $33.3M — down 0.81% from $33.6M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PXI positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 14 trimmed.
The largest buyer was One Plus One Wealth Management, opening a new position worth an estimated $4.51M. The largest seller was Wells Fargo, cutting an estimated $858K.
- 39 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q2 2024, up from 38 in Q1 2024.
- Funds reported $33.3M of Invesco Dorsey Wright Energy Momentum ETF stock for Q2 2024, down 0.81% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q2 2024 and 2 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q2 2024 was One Plus One Wealth Management, an estimated $4.51M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q2 2024 was Wells Fargo, an estimated $858K sold.
Based on aggregated 13F filings for Q2 2024.