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Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ

54 hedge funds and large institutions have $80.3M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more capital invested

Capital invested by funds: $52M → $80.3M (+$28.2M)

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

6.43% more ownership

Funds ownership: 52.01% → 58.44% (+6.4%)

4% more funds holding

Funds holding: 52 → 54 (+2)

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TFA
Transamerica Financial Advisors
Florida
+$12.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.43M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.4M
4
PAG
Private Advisor Group
New Jersey
+$2.34M
5
CPC
Consolidated Planning Corp
Georgia
+$1.12M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.93M
2
Citadel Advisors
Citadel Advisors
Florida
-$737K
3
IMC Chicago
IMC Chicago
Illinois
-$730K
4
HighTower Advisors
HighTower Advisors
Illinois
-$703K
5
TRCT
Tower Research Capital (TRC)
New York
-$608K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$429K +$199K +2,479 +84%
PSF
27
Pacific Sun Financial
California
$411K -$4K -50 -1%
Stifel Financial
28
Stifel Financial
Missouri
$395K -$44.8K -559 -10%
IFG
29
Independent Financial Group
California
$376K +$12.9K +161 +4%
PAG
30
Private Advisor Group
New Jersey
$329K +$2.34M +29,181 +503%
MWM
31
MinichMacGregor Wealth Management
New York
$311K +$6.89K +86 +2%
OWA
32
Octavia Wealth Advisors
Ohio
$278K – – –
Bank of America
33
Bank of America
North Carolina
$276K – – –
SAM
34
SignalPoint Asset Management
Missouri
$274K – – –
MWM
35
Maltin Wealth Management
New Jersey
$251K +$254K +3,177 New
HWAM
36
Hennion & Walsh Asset Management
New Jersey
$251K +$254K +3,170 New
Creative Planning
37
Creative Planning
Kansas
$231K – – –
Citadel Advisors
38
Citadel Advisors
Florida
$228K -$737K -9,204 -76%
SWM
39
SFG Wealth Management
Maryland
$219K +$222K +2,773 New
PP
40
PDS Planning
Ohio
$153K -$10.2K -127 -6%
HB
41
Horizon Bancorp
Indiana
$86K +$87K +1,086 New
ASN
42
Advisory Services Network
Georgia
$64.5K +$65.3K +816 New
LWANC
43
Laurel Wealth Advisors (North Carolina)
North Carolina
$56.6K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$36.4K – – –
BAM
45
Bellevue Asset Management
Washington
$32.8K – – –
EWM
46
EPG Wealth Management
Georgia
$29.6K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
BAM
48
Belpointe Asset Management
Nevada
$8.06K +$8.17K +102 New
HI
49
Harbour Investments
Wisconsin
$7.91K – – –
MIM
50
MTM Investment Management
South Carolina
$6.88K – – –
1
2
3

PYZ Hedge Fund Activity: Q4 2022 in Review

54 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q4 2022, worth a combined $80.3M — up 54% from $52M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PYZ positions and 7 closed out — a net gain of 3 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Transamerica Financial Advisors, adding an estimated $12.3M. The largest seller was Susquehanna International Group, cutting an estimated $1.93M.

  • 54 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q4 2022, up from 52 in Q3 2022.
  • Funds reported $80.3M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q4 2022, up 54% quarter-over-quarter.
  • 10 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q4 2022 and 7 closed out, a net change of +3 holders.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q4 2022 was Transamerica Financial Advisors, an estimated $12.3M added.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q4 2022 was Susquehanna International Group, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2022.