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Invesco Dorsey Wright Basic Materials Momentum ETF

26 hedge funds and large institutions have $14.7M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2.43% less ownership

Funds ownership: 26.49%24.05% (-2.4%)

9% less capital invested

Capital invested by funds: $16.1M → $14.7M (-$1.4M)

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$4.02M -$2.45M -49,342 -37%
Citadel Advisors
2
Citadel Advisors
Florida
$2.22M +$1.4M +28,233 +162%
VKH
3
Virtu KCG Holdings
New York
$1.2M +$576K +11,600 +89%
Morgan Stanley
4
Morgan Stanley
New York
$1.14M -$216K -4,349 -16%
LPL Financial
5
LPL Financial
California
$1.01M +$505K +10,164 +93%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$948K +$967K +19,472 New
Goldman Sachs
7
Goldman Sachs
New York
$930K +$845 +17 +0.1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$632K +$42.1K +847 +7%
Bank of America
9
Bank of America
North Carolina
$562K -$13.6K -273 -2%
SAM
10
SignalPoint Asset Management
Missouri
$499K -$284K -5,725 -36%
BRWA
11
B. Riley Wealth Advisors
Florida
$442K +$4.92K +99 +1%
MFS
12
MSI Financial Services
Massachusetts
$287K +$143K +2,874 +96%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$284K -$1.44M -28,947 -83%
UBS Group
14
UBS Group
Switzerland
$180K +$4.57K +92 +3%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$87K +$16.2K +326 +23%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$55K -$34.4K -693 -38%
Creative Planning
17
Creative Planning
Kansas
$41K +$4.97K +100 +13%
HF
18
Hoxton Financial
West Virginia
$28K
NFG
19
Next Financial Group
Texas
$22K
GT
20
Glenmede Trust
Pennsylvania
$20K
AIG
21
American International Group
New York
$12K -$7.2K -145 -37%
EMA
22
Efficient Market Advisors
California
$10K +$10.2K +205 New
HNB
23
Huntington National Bank
Ohio
$8K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$5K +$50 +1 +1%
Citigroup
25
Citigroup
New York
$3K -$2.38K -48 -42%

PYZ Hedge Fund Activity: Q4 2015 in Review

26 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q4 2015, worth a combined $14.7M — down 8.7% from $16.1M a quarter earlier.

Fund positioning in PYZ was balanced in Q4 2015: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 8 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.4M. The largest seller was Wells Fargo, cutting an estimated $2.45M.

  • 26 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $14.7M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q4 2015, down 8.7% quarter-over-quarter.
  • 3 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q4 2015 and 3 closed out, a net change of 0 holders.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q4 2015 was Citadel Advisors, an estimated $1.4M added.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q4 2015 was Wells Fargo, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2015.