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Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ

58 hedge funds and large institutions have $98.7M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $78.7M → $98.7M (+$20M)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

9% more funds holding

Funds holding: 53 → 58 (+5)

7.9% less ownership

Funds ownership: 52.32% → 44.42% (-7.9%)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
16
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FA
Fortis Advisors
Pennsylvania
+$8.13M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$5.54M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.32M
4
PAG
Private Advisor Group
New Jersey
+$2.18M
5
Morgan Stanley
Morgan Stanley
New York
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
HCA
Heck Capital Advisors
Wisconsin
-$3.24M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.67M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.67M
4
Ameriprise
Ameriprise
Minnesota
-$1.01M
5
LPL Financial
LPL Financial
California
-$887K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$602K -$101K -1,110 -15%
PSF
27
Pacific Sun Financial
California
$560K -$1.37K -15 -0.3%
SC
28
Scotia Capital
Ontario, Canada
$511K +$472K +5,173 New
MWM
29
MinichMacGregor Wealth Management
New York
$445K -$6.12K -67 -1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$442K -$1.67M -18,308 -80%
OWA
31
Octavia Wealth Advisors
Ohio
$365K -$15.6K -171 -4%
Bank of America
32
Bank of America
North Carolina
$346K +$37.4K +410 +13%
SAM
33
SignalPoint Asset Management
Missouri
$343K -$1.55K -17 -0.5%
IFG
34
Independent Financial Group
California
$309K +$7.03K +77 +3%
WFA
35
WMG Financial Advisors
Tennessee
$296K -$16.3K -178 -6%
CF
36
Centaurus Financial
California
$290K +$268K +2,934 New
AWS
37
Atria Wealth Solutions
New York
$273K +$252K +2,764 New
PP
38
PDS Planning
Ohio
$229K – – –
HWAM
39
Hennion & Walsh Asset Management
New Jersey
$217K – – –
GWSG
40
GPS Wealth Strategies Group
Colorado
$174K -$20.5K -224 -11%
EWM
41
EPG Wealth Management
Georgia
$138K – – –
EWA
42
EP Wealth Advisors
California
$120K +$110K +1,210 New
TRCT
43
Tower Research Capital (TRC)
New York
$94K -$549K -6,017 -86%
LWANC
44
Laurel Wealth Advisors (North Carolina)
North Carolina
$71K – – –
TFA
45
Transamerica Financial Advisors
Florida
$62K +$57.1K +625 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$46K +$42.1K +461 New
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$45K +$41.3K +452 New
BAM
48
Bellevue Asset Management
Washington
$42K – – –
LSA
49
Lansing Street Advisors
Pennsylvania
$38K +$35.7K +391 New
AF
50
Advisornet Financial
Minnesota
$31K – – –
1
2
3

PYZ Hedge Fund Activity: Q1 2022 in Review

58 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q1 2022, worth a combined $98.7M — up 25% from $78.7M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PYZ positions and 8 closed out — a net gain of 7 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was Fortis Advisors, opening a new position worth an estimated $8.13M. The largest seller was Heck Capital Advisors, exiting entirely with an estimated $3.24M sold.

  • 58 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q1 2022, up from 53 in Q4 2021.
  • Funds reported $98.7M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q1 2022, up 25% quarter-over-quarter.
  • 15 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q1 2022 and 8 closed out, a net change of +7 holders.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q1 2022 was Fortis Advisors, an estimated $8.13M added.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q1 2022 was Heck Capital Advisors, an estimated $3.24M sold.

Based on aggregated 13F filings for Q1 2022.