Invesco Dorsey Wright Basic Materials Momentum ETF
32 hedge funds and large institutions have $15.2M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 4 closing their positions.
0.9% more ownership
Funds ownership: 27.3% → 28.2% (+0.9%)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
3% less funds holding
Funds holding: 33 → 32 (-1)
11% less capital invested
Capital invested by funds: $17M → $15.2M (-$1.84M)
54% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.11M |
| 2 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$957K |
| 3 |
LPL Financial
San Diego,
California
|
+$688K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$69.3K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$9.47K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$998K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$304K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$210K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$157K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$105K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
US Bancorp
Minneapolis,
Minnesota
| $8.68K | +$9.47K | +100 | New |
|
|
AF
27
Allworth Financial
Folsom,
California
| $7.58K | – | – | – |
|
|
MIM
28
MTM Investment Management
Spartanburg,
South Carolina
| $7.55K | – | – | – |
|
|
TSMHT
29
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $3.58K | +$3.88K | +41 | New |
|
|
GWSG
30
GPS Wealth Strategies Group
Centennial,
Colorado
| $3.21K | -$5.12K | -54 | -59% |
|
|
RFA
31
Register Financial Advisors
Atlanta,
Georgia
| $607 | – | – | – |
|
|
PSFG
32
Park Square Financial Group
Roswell,
Georgia
| $521 | +$568 | +6 | New |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$998K | -10,410 | Closed |
|
|
34
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$210K | -2,187 | Closed |
|
|
35
Bank of America
Charlotte,
North Carolina
| – | -$157K | -1,639 | Closed |
|
36
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$958 | -10 | Closed |
|
PYZ Hedge Fund Activity: Q4 2024 in Review
32 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q4 2024, worth a combined $15.2M — down 11% from $17M a quarter earlier.
Fund positioning in PYZ was balanced in Q4 2024: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 13 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $1.11M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $998K sold.
- 32 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q4 2024, down from 33 in Q3 2024.
- Funds reported $15.2M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q4 2024, down 11% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q4 2024 and 4 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q4 2024 was Goldman Sachs, an estimated $1.11M added.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q4 2024 was Susquehanna International Group, an estimated $998K sold.
Based on aggregated 13F filings for Q4 2024.