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Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ

23 hedge funds and large institutions have $17M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2013 Q2 according to their latest regulatory filings, with 23 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

24.28% more ownership

Funds ownership: 0% → 24.28% (+24%)

Holders
23
Holders Change
+23
Holders Change %
–
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.08M +$5.2M +119,759 New
SAM
2
SignalPoint Asset Management
Missouri
$3.95M +$4.04M +92,990 New
Morgan Stanley
3
Morgan Stanley
New York
$1.33M +$1.36M +31,345 New
Bank of America
4
Bank of America
North Carolina
$932K +$954K +21,976 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$856K +$876K +20,180 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$839K +$858K +19,775 New
LPL Financial
7
LPL Financial
California
$800K +$818K +18,848 New
U
8
UBS
Switzerland
$620K +$634K +14,605 New
WA
9
WFG Advisors
Texas
$452K +$462K +10,641 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$441K +$451K +10,386 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$404K +$413K +9,521 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$366K +$374K +8,626 New
CA
13
Cetera Advisors
Colorado
$295K +$301K +6,935 New
NES
14
New England Securities
New York
$290K +$296K +6,824 New
BRWA
15
B. Riley Wealth Advisors
Florida
$178K +$182K +4,200 New
MFS
16
MSI Financial Services
Massachusetts
$67K +$68.2K +1,571 New
MAS
17
Madden Advisory Services
Florida
$43K +$43.8K +1,010 New
Deutsche Bank
18
Deutsche Bank
Germany
$25K +$26K +600 New
AIG
19
American International Group
New York
$17K +$17.4K +400 New
Creative Planning
20
Creative Planning
Kansas
$10K +$10.7K +247 New
HNB
21
Huntington National Bank
Ohio
$7K – – –
SFS
22
Signator Financial Services
Massachusetts
$5K +$4.99K +115 New
Citigroup
23
Citigroup
New York
$4K +$4.38K +101 New
BFEC
24
Benjamin F. Edwards & Company
Missouri
$1K +$651 +15 New

PYZ Hedge Fund Activity: Q2 2013 in Review

23 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q2 2013, worth a combined $17M.

Buyers outnumbered sellers: 23 funds opened new PYZ positions and 0 closed out — a net gain of 23 holders — while 0 added to existing stakes and 0 trimmed.

  • 23 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $17M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q2 2013.
  • 23 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q2 2013 and 0 closed out, a net change of +23 holders.

Based on aggregated 13F filings for Q2 2013.