Invesco Dorsey Wright Basic Materials Momentum ETF
31 hedge funds and large institutions have $11.9M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 3 closing their positions.
3% less funds holding
Funds holding: 32 → 31 (-1)
4.19% less ownership
Funds ownership: 27.58% → 23.38% (-4.2%)
10% less capital invested
Capital invested by funds: $13.3M → $11.9M (-$1.38M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$405K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$31.4K |
| 3 |
TWM
Trueblood Wealth Management
Lima,
Ohio
|
+$24.5K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$22K |
| 5 |
Morgan Stanley
New York
|
+$15.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
-$1.78M |
| 2 |
LPL Financial
San Diego,
California
|
-$338K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$268K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$185K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$130K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
26
MTM Investment Management
Spartanburg,
South Carolina
| $8.08K | – | – | – |
|
|
AF
27
Allworth Financial
Folsom,
California
| $7.62K | – | – | – |
|
|
TSMHT
28
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $3.85K | – | – | – |
|
|
GWSG
29
GPS Wealth Strategies Group
Centennial,
Colorado
| $1.95K | – | – | – |
|
|
RFA
30
Register Financial Advisors
Atlanta,
Georgia
| $650 | – | – | – |
|
|
PSFG
31
Park Square Financial Group
Roswell,
Georgia
| $557 | – | – | – |
|
|
32
IMC Chicago
Chicago,
Illinois
| – | -$1.78M | -21,036 | Closed |
|
|
LWANC
33
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$60.7K | -716 | Closed |
|
|
VWA
34
Valued Wealth Advisors
Holladay,
Utah
| – | -$3.81K | -45 | Closed |
|
PYZ Hedge Fund Activity: Q2 2025 in Review
31 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q2 2025, worth a combined $11.9M — down 10% from $13.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PYZ and 2 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 7 added.
The largest buyer was Goldman Sachs, adding an estimated $405K. The largest seller was IMC Chicago, exiting entirely with an estimated $1.78M sold.
- 31 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q2 2025, down from 32 in Q1 2025.
- Funds reported $11.9M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q2 2025, down 10% quarter-over-quarter.
- 2 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q2 2025 and 3 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q2 2025 was Goldman Sachs, an estimated $405K added.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q2 2025 was IMC Chicago, an estimated $1.78M sold.
Based on aggregated 13F filings for Q2 2025.