Invesco Dorsey Wright Basic Materials Momentum ETF
32 hedge funds and large institutions have $13.3M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
0% more funds holding
Funds holding: 32 → 32 (0)
0.62% less ownership
Funds ownership: 28.2% → 27.58% (-0.62%)
12% less capital invested
Capital invested by funds: $15.2M → $13.3M (-$1.85M)
73% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
+$1.87M |
| 2 |
TWM
Trueblood Wealth Management
Lima,
Ohio
|
+$342K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$330K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$296K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$95.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.38M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$205K |
| 3 |
LPL Financial
San Diego,
California
|
-$151K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$104K |
| 5 |
Morgan Stanley
New York
|
-$78.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
26
MTM Investment Management
Spartanburg,
South Carolina
| $7.38K | – | – | – |
|
|
AF
27
Allworth Financial
Folsom,
California
| $6.83K | – | – | – |
|
|
VWA
28
Valued Wealth Advisors
Holladay,
Utah
| $3.81K | +$4.01K | +45 | New |
|
|
TSMHT
29
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $3.5K | – | – | – |
|
|
GWSG
30
GPS Wealth Strategies Group
Centennial,
Colorado
| $1.78K | -$1.43K | -16 | -43% |
|
|
RFA
31
Register Financial Advisors
Atlanta,
Georgia
| $593 | – | – | – |
|
|
PSFG
32
Park Square Financial Group
Roswell,
Georgia
| $509 | – | – | – |
|
33
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$22.4K | -258 | Closed |
|
34
US Bancorp
Minneapolis,
Minnesota
| – | -$8.68K | -100 | Closed |
|
PYZ Hedge Fund Activity: Q1 2025 in Review
32 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q1 2025, worth a combined $13.3M — down 12% from $15.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PYZ positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 15 trimmed.
The largest buyer was IMC Chicago, opening a new position worth an estimated $1.87M. The largest seller was Goldman Sachs, cutting an estimated $3.38M.
- 32 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $13.3M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q1 2025, down 12% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q1 2025 and 2 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q1 2025 was IMC Chicago, an estimated $1.87M added.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q1 2025 was Goldman Sachs, an estimated $3.38M sold.
Based on aggregated 13F filings for Q1 2025.