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Invesco Dorsey Wright Basic Materials Momentum ETF

40 hedge funds and large institutions have $41.9M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $31.9M → $41.9M (+$10M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1.8% more ownership

Funds ownership: 41.91%43.7% (+1.8%)

0% more funds holding

Funds holding: 4040 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Transamerica Financial Advisors
Florida
$13.2M -$1.06M -8,523 -7%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.68M +$592K +4,778 +11%
LPL Financial
3
LPL Financial
California
$4.4M +$2.41M +19,471 +113%
Morgan Stanley
4
Morgan Stanley
New York
$2.66M +$514K +4,152 +23%
NA
5
NewEdge Advisors
Louisiana
$2.63M +$2.72M +21,936 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.89M +$921K +7,433 +89%
MCM
7
MAI Capital Management
Ohio
$1.17M
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.09M -$232K -1,872 -17%
AC
9
AlphaCore Capital
California
$1M +$1.03M +8,351 New
Goldman Sachs
10
Goldman Sachs
New York
$936K -$453K -3,658 -32%
Raymond James Financial
11
Raymond James Financial
Florida
$733K +$378K +3,049 +99%
MWM
12
Maltin Wealth Management
New Jersey
$651K -$9.66K -78 -1%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$590K +$610K +4,927 New
TRCT
14
Tower Research Capital (TRC)
New York
$566K +$585K +4,722 New
TWM
15
Trueblood Wealth Management
Ohio
$539K +$24.4K +197 +5%
ASN
16
Advisory Services Network
Georgia
$501K +$25.6K +207 +5%
PSF
17
Pacific Sun Financial
California
$427K
FFA
18
Farther Finance Advisors
California
$411K
Osaic Holdings
19
Osaic Holdings
Arizona
$341K -$14.1K -114 -4%
OWA
20
Octavia Wealth Advisors
Ohio
$321K -$36.5K -295 -10%
AAP
21
Arax Advisory Partners
Colorado
$316K -$16.7K -135 -5%
SOS
22
Silver Oak Securities
Tennessee
$289K -$64.4K -520 -18%
GCA
23
Genesee Capital Advisors
New York
$288K +$298K +2,407 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$267K -$54.1K -437 -16%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$232K +$5.08K +41 +2%

PYZ Hedge Fund Activity: Q1 2026 in Review

40 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q1 2026, worth a combined $41.9M — up 31% from $31.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PYZ positions and 6 closed out — a net gain of 1 holder — while 11 added to existing stakes and 12 trimmed.

The largest buyer was NewEdge Advisors, opening a new position worth an estimated $2.72M. The largest seller was Transamerica Financial Advisors, cutting an estimated $1.06M.

  • 40 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $41.9M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q1 2026, up 31% quarter-over-quarter.
  • 7 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q1 2026 and 6 closed out, a net change of +1 holder.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q1 2026 was NewEdge Advisors, an estimated $2.72M added.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q1 2026 was Transamerica Financial Advisors, an estimated $1.06M sold.

Based on aggregated 13F filings for Q1 2026.