Invesco Dorsey Wright Energy Momentum ETF
34 hedge funds and large institutions have $30.8M invested in Invesco Dorsey Wright Energy Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 6 closing their positions.
4% less capital invested
Capital invested by funds: $32M → $30.8M (-$1.17M)
1.12% less ownership
Funds ownership: 49.73% → 48.61% (-1.1%)
11% less funds holding
Funds holding: 38 → 34 (-4)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
60% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$2.19M |
| 2 |
TWM
Trueblood Wealth Management
Lima,
Ohio
|
+$249K |
| 3 |
LPL Financial
San Diego,
California
|
+$130K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$70.3K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$46.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.26M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$451K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$412K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$253K |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$201K |
PXI Hedge Fund Activity: Q4 2024 in Review
34 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Energy Momentum ETF (PXI) for Q4 2024, worth a combined $30.8M — down 3.7% from $32M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PXI and 4 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 6 added.
The largest buyer was Goldman Sachs, adding an estimated $2.19M. The largest seller was Morgan Stanley, cutting an estimated $2.26M.
- 34 institutional investors held Invesco Dorsey Wright Energy Momentum ETF (PXI) as of Q4 2024, down from 38 in Q3 2024.
- Funds reported $30.8M of Invesco Dorsey Wright Energy Momentum ETF stock for Q4 2024, down 3.7% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Energy Momentum ETF positions in Q4 2024 and 6 closed out, a net change of -2 holders.
- The largest Invesco Dorsey Wright Energy Momentum ETF buyer in Q4 2024 was Goldman Sachs, an estimated $2.19M added.
- The largest Invesco Dorsey Wright Energy Momentum ETF seller in Q4 2024 was Morgan Stanley, an estimated $2.26M sold.
Based on aggregated 13F filings for Q4 2024.