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Invesco Dorsey Wright Energy Momentum ETF
PXI

Overview Fund Activity

38 hedge funds and large institutions have $32M invested in Invesco Dorsey Wright Energy Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
8
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$2.41M
2
Bank of America
Bank of America
North Carolina
$3.27M
3
Citadel Advisors
Citadel Advisors
Florida
$412K
4
OPOWM
One Plus One Wealth Management
Florida
$4.17M
5
IA
IFP Advisors
Florida
$49.6K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$1.18M
2
TRCT
Tower Research Capital (TRC)
New York
$333K
3
Morgan Stanley
Morgan Stanley
New York
$7.44M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$0
5
PGFC
Peapack-Gladstone Financial Corp
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.44M -$291K -6,748 -4%
Wells Fargo
2
Wells Fargo
California
$4.19M -$105K -2,445 -2%
OPOWM
3
One Plus One Wealth Management
Florida
$4.17M +$121K +2,799 +3%
Bank of America
4
Bank of America
North Carolina
$3.27M +$1.67M +38,628 +104%
Goldman Sachs
5
Goldman Sachs
New York
$2.41M +$1.85M +42,833 +328%
LPL Financial
6
LPL Financial
California
$1.92M -$71.5K -1,658 -4%
IWM
7
IHT Wealth Management
Illinois
$1.48M -$59.6K -1,381 -4%
UBS Group
8
UBS Group
Switzerland
$1.18M -$397K -9,211 -25%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.06M -$65.4K -1,516 -6%
KWM
10
Kingsview Wealth Management
Oregon
$765K -$20.3K -470 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$639K -$94.4K -2,188 -13%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$478K -$12.7K -294 -3%
Citadel Advisors
13
Citadel Advisors
Florida
$412K +$412K +9,548 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$381K -$177K -4,094 -32%
Truist Financial
15
Truist Financial
North Carolina
$360K -$137K -3,166 -27%
TRCT
16
Tower Research Capital (TRC)
New York
$333K -$306K -7,089 -48%
RJA
17
Raymond James & Associates
Florida
$275K -$4.23K -98 -2%
PAG
18
Private Advisor Group
New Jersey
$253K +$21.6K +500 +9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$238K +$689 +16 +0.3%
SA
20
Sanctuary Advisors
Indiana
$201K -$60.7K -1,175 -23%
Osaic Holdings
21
Osaic Holdings
Arizona
$152K -$111K -2,581 -42%
TFA
22
Transamerica Financial Advisors
Florida
$74K -$18.8K -434 -20%
IA
23
IFP Advisors
Florida
$49.6K +$41K +950 +475%
MIM
24
MTM Investment Management
South Carolina
$43.8K – – –
NA
25
NewEdge Advisors
Louisiana
$42.3K – – –
1
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