Invesco Dorsey Wright Energy Momentum ETF
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.
3.46% more ownership
Funds ownership: 46.27% → 49.73% (+3.5%)
4% less capital invested
Capital invested by funds: $33.3M → $32M (-$1.32M)
3% less funds holding
Funds holding: 39 → 38 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
56% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 18
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.95M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.76M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$434K |
| 4 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
+$127K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$43.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$419K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$322K |
| 3 |
Morgan Stanley
New York
|
-$307K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$255K |
| 5 |
PGFC
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
-$202K |
PXI Hedge Fund Activity: Q3 2024 in Review
38 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q3 2024, worth a combined $32M — down 4% from $33.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PXI and 3 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 8 added.
The largest buyer was Goldman Sachs, adding an estimated $1.95M. The largest seller was UBS Group, cutting an estimated $419K.
- 38 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q3 2024, down from 39 in Q2 2024.
- Funds reported $32M of Invesco Dorsey Wright Energy Momentum ETF stock for Q3 2024, down 4% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q3 2024 and 4 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q3 2024 was Goldman Sachs, an estimated $1.95M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q3 2024 was UBS Group, an estimated $419K sold.
Based on aggregated 13F filings for Q3 2024.