Invesco Dorsey Wright Basic Materials Momentum ETF
55 hedge funds and large institutions have $115M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 3 closing their positions.
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
293% more capital invested
Capital invested by funds: $29.3M → $115M (+$85.9M)
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
49% more funds holding
Funds holding: 37 → 55 (+18)
32.3% more ownership
Funds ownership: 20.78% → 53.07% (+32%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$17.7M |
| 2 |
Morgan Stanley
New York
|
+$14.2M |
| 3 |
Goldman Sachs
New York
|
+$7.97M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.65M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$5.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$144K |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$79.3K |
| 3 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
-$19.4K |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$11K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$10.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
51
Geneos Wealth Management
Englewood,
Colorado
| $8K | – | – | – |
|
|
AF
52
Allworth Financial
Folsom,
California
| $7K | – | – | – |
|
|
BFEC
53
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $7K | +$6.63K | +75 | New |
|
|
DWMG
54
DB Wealth Management Group
San Diego,
California
| $6K | – | – | – |
|
|
SFS
55
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$144K | -1,576 | Closed |
|
|
AIC
56
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$79.3K | -955 | Closed |
|
57
Fidelity Investments
Boston,
Massachusetts
| – | +$177 | +2 | New |
|
PYZ Hedge Fund Activity: Q2 2021 in Review
55 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q2 2021, worth a combined $115M — up 293% from $29.3M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PYZ positions and 3 closed out — a net gain of 18 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $17.7M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $144K sold.
- 55 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q2 2021, up from 37 in Q1 2021.
- Funds reported $115M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q2 2021, up 293% quarter-over-quarter.
- 21 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q2 2021 and 3 closed out, a net change of +18 holders.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q2 2021 was HighTower Advisors, an estimated $17.7M added.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q2 2021 was Sowell Financial Services, an estimated $144K sold.
Based on aggregated 13F filings for Q2 2021.