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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
MIAS
26
Mason Investment Advisory Services
Virginia
$231K +$248 +2 +0.1%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$123K +$71K +573 +115%
PP
28
PDS Planning
Ohio
$118K +$122K +983 New
AWM
29
AE Wealth Management
Kansas
$92K +$95.1K +768 New
UBS Group
30
UBS Group
Switzerland
$71.4K -$13.1K -106 -15%
BAM
31
Bellevue Asset Management
Washington
$40.5K
SIS
32
Sound Income Strategies
Florida
$36.6K
EWM
33
EPG Wealth Management
Georgia
$25.5K
Fidelity Investments
34
Fidelity Investments
Massachusetts
$21.5K +$1.98K +16 +10%
HB
35
Horizon Bancorp
Indiana
$19K
SG
36
Sankala Group
Colorado
$13.9K -$11.1K -90 -43%
MIM
37
MTM Investment Management
South Carolina
$10.4K
AF
38
Allworth Financial
California
$9.83K
RFA
39
Register Financial Advisors
Georgia
$839
Wells Fargo
40
Wells Fargo
California
$104 -$461K -3,719 -100%
Citadel Advisors
41
Citadel Advisors
Florida
-$240K -2,183 Closed
LWANC
42
Laurel Wealth Advisors (North Carolina)
North Carolina
-$78.8K -716 Closed
KAS
43
Kestra Advisory Services
Texas
-$73.9K -671 Closed
DWM
44
Darwin Wealth Management
Florida
-$31.4K -285 Closed
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
-$8K -75 Closed
MCA
46
McGuire Capital Advisors
Oklahoma
-$4.41K -40 Closed

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.