Invesco Dorsey Wright Basic Materials Momentum ETF
32 hedge funds and large institutions have $18M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 3 closing their positions.
1.19% less ownership
Funds ownership: 30.98% → 29.79% (-1.2%)
6% less funds holding
Funds holding: 34 → 32 (-2)
17% less capital invested
Capital invested by funds: $21.6M → $18M (-$3.59M)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$691K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$266K |
| 3 |
IMC Chicago
Chicago,
Illinois
|
+$194K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$76.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$62.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.31M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.18M |
| 3 |
LPL Financial
San Diego,
California
|
-$448K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$249K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$197K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
26
EPG Wealth Management
Atlanta,
Georgia
| $27.3K | -$28.2K | -313 | Closed |
|
|
GWSG
27
GPS Wealth Strategies Group
Centennial,
Colorado
| $26.6K | – | – | – |
|
28
Fifth Third Bancorp
Cincinnati,
Ohio
| $22.6K | – | – | – |
|
|
HGERS
29
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $22K | +$90 | +1 | +0.4% |
|
|
MIM
30
MTM Investment Management
Spartanburg,
South Carolina
| $7.61K | – | – | – |
|
|
AF
31
Allworth Financial
Folsom,
California
| $7.39K | – | – | – |
|
|
RFA
32
Register Financial Advisors
Atlanta,
Georgia
| $612 | – | – | – |
|
|
UWS
33
Unique Wealth Strategies
Burr Ridge,
Illinois
| $90 | +$90 | +1 | New |
|
|
34
Ameriprise
Minneapolis,
Minnesota
| – | -$1.18M | -12,671 | Closed |
|
|
35
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$249K | -2,678 | Closed |
|
PYZ Hedge Fund Activity: Q2 2024 in Review
32 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q2 2024, worth a combined $18M — down 17% from $21.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PYZ and 1 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 9 added.
The largest buyer was Goldman Sachs, adding an estimated $691K. The largest seller was Morgan Stanley, cutting an estimated $1.31M.
- 32 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q2 2024, down from 34 in Q1 2024.
- Funds reported $18M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q2 2024, down 17% quarter-over-quarter.
- 1 fund opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q2 2024 and 3 closed out, a net change of -2 holders.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q2 2024 was Goldman Sachs, an estimated $691K added.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q2 2024 was Morgan Stanley, an estimated $1.31M sold.
Based on aggregated 13F filings for Q2 2024.