Invesco Dorsey Wright Basic Materials Momentum ETF
38 hedge funds and large institutions have $48.3M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
33% more capital invested
Capital invested by funds: $36.3M → $48.3M (+$12M)
19% more funds holding
Funds holding: 32 → 38 (+6)
3.86% more ownership
Funds ownership: 35.02% → 38.88% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$4.72M |
| 2 |
AIG
American International Group
New York
|
+$3.33M |
| 3 |
SG Americas Securities
New York
|
+$1.13M |
| 4 |
Goldman Sachs
New York
|
+$1.11M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.35M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$272K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$236K |
| 4 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
-$147K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$145K |
PYZ Hedge Fund Activity: Q3 2014 in Review
38 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q3 2014, worth a combined $48.3M — up 33% from $36.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PYZ positions and 2 closed out — a net gain of 6 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Financial Management Professionals, opening a new position worth an estimated $4.72M. The largest seller was Royal Bank of Canada, cutting an estimated $1.35M.
- 38 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q3 2014, up from 32 in Q2 2014.
- Funds reported $48.3M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q3 2014, up 33% quarter-over-quarter.
- 8 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q3 2014 and 2 closed out, a net change of +6 holders.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q3 2014 was Financial Management Professionals, an estimated $4.72M added.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q3 2014 was Royal Bank of Canada, an estimated $1.35M sold.
Based on aggregated 13F filings for Q3 2014.