Invesco Dorsey Wright Basic Materials Momentum ETF
59 hedge funds and large institutions have $99.6M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
43% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 14
24% more capital invested
Capital invested by funds: $80.3M → $99.6M (+$19.4M)
9% more funds holding
Funds holding: 54 → 59 (+5)
3.53% more ownership
Funds ownership: 58.44% → 61.97% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$3.61M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.45M |
| 3 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$2.39M |
| 4 |
Morgan Stanley
New York
|
+$751K |
| 5 |
Goldman Sachs
New York
|
+$746K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.23M |
| 2 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
-$1.11M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$492K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$467K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$462K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
51
Belpointe Asset Management
Reno,
Nevada
| $8.67K | – | – | – |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| $8.5K | – | – | – |
|
|
MIM
53
MTM Investment Management
Spartanburg,
South Carolina
| $7.4K | – | – | – |
|
|
AF
54
Allworth Financial
Folsom,
California
| $6.97K | – | – | – |
|
|
DWMG
55
DB Wealth Management Group
San Diego,
California
| $5.7K | – | – | – |
|
|
BFEC
56
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $3K | – | – | – |
|
|
NA
57
NewEdge Advisors
New Orleans,
Louisiana
| $1.87K | +$1.9K | +22 | New |
|
|
PTC
58
Private Trust Company
Cleveland,
Ohio
| $1.36K | – | – | – |
|
|
59
Commonwealth Equity Services
Waltham,
Massachusetts
| $973 | -$467K | -5,404 | -32% |
|
|
CPC
60
Consolidated Planning Corp
Atlanta,
Georgia
| – | -$1.11M | -13,984 | Closed |
|
|
SWM
61
SFG Wealth Management
Towson,
Maryland
| – | -$219K | -2,773 | Closed |
|
|
PP
62
PDS Planning
Dublin,
Ohio
| – | -$153K | -1,931 | Closed |
|
PYZ Hedge Fund Activity: Q1 2023 in Review
59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q1 2023, worth a combined $99.6M — up 24% from $80.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PYZ positions and 3 closed out — a net gain of 6 holders — while 20 added to existing stakes and 14 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $3.61M. The largest seller was Private Advisor Group, cutting an estimated $2.23M.
- 59 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q1 2023, up from 54 in Q4 2022.
- Funds reported $99.6M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q1 2023, up 24% quarter-over-quarter.
- 9 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q1 2023 and 3 closed out, a net change of +6 holders.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q1 2023 was HighTower Advisors, an estimated $3.61M added.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q1 2023 was Private Advisor Group, an estimated $2.23M sold.
Based on aggregated 13F filings for Q1 2023.