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Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ

55 hedge funds and large institutions have $115M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

293% more capital invested

Capital invested by funds: $29.3M → $115M (+$85.9M)

220% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 5

49% more funds holding

Funds holding: 37 → 55 (+18)

32.3% more ownership

Funds ownership: 20.78% → 53.07% (+32%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
55
Holders Change
+18
Holders Change %
+48.65%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
16
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$17.7M
2
Morgan Stanley
Morgan Stanley
New York
+$14.2M
3
Goldman Sachs
Goldman Sachs
New York
+$7.97M
4
UBS Group
UBS Group
Switzerland
+$5.65M
5
Truist Financial
Truist Financial
North Carolina
+$5.53M

Top Sellers

Rank Fund Capital Flow
1
SFS
Sowell Financial Services
Arkansas
-$144K
2
AIC
Ameritas Investment Company
Nebraska
-$79.3K
3
OWA
Octavia Wealth Advisors
Ohio
-$19.4K
4
TFA
Transamerica Financial Advisors
Florida
-$11K
5
AAS
Avantax Advisory Services
Texas
-$10.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
26
SPC Financial Inc
Maryland
$602K +$3.01K +34 +0.5%
PFS
27
Prospera Financial Services
Texas
$534K +$537K +6,067 New
MWM
28
Maltin Wealth Management
New Jersey
$510K +$513K +5,797 New
MWM
29
MinichMacGregor Wealth Management
New York
$377K +$379K +4,287 New
NFG
30
Next Financial Group
Texas
$360K +$362K +4,091 New
SAM
31
SignalPoint Asset Management
Missouri
$314K – – –
OWA
32
Octavia Wealth Advisors
Ohio
$299K -$19.4K -219 -6%
PP
33
PDS Planning
Ohio
$297K – – –
Bank of America
34
Bank of America
North Carolina
$272K – – –
IFG
35
Independent Financial Group
California
$250K +$251K +2,840 New
WWM
36
Western Wealth Management
Colorado
$216K +$218K +2,465 New
GWSG
37
GPS Wealth Strategies Group
Colorado
$136K +$136K +1,542 New
ASN
38
Advisory Services Network
Georgia
$120K +$121K +1,365 New
TFA
39
Transamerica Financial Advisors
Florida
$113K -$11K -124 -9%
LWANC
40
Laurel Wealth Advisors (North Carolina)
North Carolina
$63K – – –
IA
41
IFP Advisors
Florida
$47K +$47.4K +536 New
BAM
42
Bellevue Asset Management
Washington
$40K -$1.15K -13 -3%
FHA
43
First Horizon Advisors
Tennessee
$37K +$37.4K +423 New
FF
44
FourThought Financial
Florida
$32K – – –
ME
45
McIlrath & Eck
Washington
$29K – – –
AF
46
Advisornet Financial
Minnesota
$28K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
CIAS
48
Capital Investment Advisory Services
North Carolina
$14K – – –
HI
49
Harbour Investments
Wisconsin
$11K +$11.1K +125 New
APA
50
American Portfolios Advisors
New York
$8.8K +$8.84K +100 New
1
2
3

PYZ Hedge Fund Activity: Q2 2021 in Review

55 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q2 2021, worth a combined $115M — up 293% from $29.3M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PYZ positions and 3 closed out — a net gain of 18 holders — while 16 added to existing stakes and 5 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $17.7M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $144K sold.

  • 55 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q2 2021, up from 37 in Q1 2021.
  • Funds reported $115M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q2 2021, up 293% quarter-over-quarter.
  • 21 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q2 2021 and 3 closed out, a net change of +18 holders.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q2 2021 was HighTower Advisors, an estimated $17.7M added.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q2 2021 was Sowell Financial Services, an estimated $144K sold.

Based on aggregated 13F filings for Q2 2021.