Invesco Dorsey Wright Basic Materials Momentum ETF
26 hedge funds and large institutions have $12M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 2 closing their positions.
28% more capital invested
Capital invested by funds: $9.45M → $12M (+$2.6M)
4.57% more ownership
Funds ownership: 26.45% → 31.01% (+4.6%)
0% more funds holding
Funds holding: 26 → 26 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.11M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.07M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$575K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$47K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$17.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$537K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$261K |
| 3 |
Morgan Stanley
New York
|
-$56K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$51K |
| 5 |
LPL Financial
San Diego,
California
|
-$37K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
26
Private Advisor Group
Morristown,
New Jersey
| – | -$4K | -80 | Closed |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$4K | -79 | Closed |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| – | +$56 | +1 | New |
|
PYZ Hedge Fund Activity: Q3 2020 in Review
26 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q3 2020, worth a combined $12M — up 28% from $9.45M a quarter earlier.
Fund positioning in PYZ was balanced in Q3 2020: 2 funds opened new positions, 2 closed out, 7 added to existing stakes and 9 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.11M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $537K.
- 26 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $12M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q3 2020, up 28% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q3 2020 and 2 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q3 2020 was Susquehanna International Group, an estimated $1.11M added.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q3 2020 was Cambridge Investment Research Advisors, an estimated $537K sold.
Based on aggregated 13F filings for Q3 2020.