Invesco Dorsey Wright Basic Materials Momentum ETF
42 hedge funds and large institutions have $130M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
18% more capital invested
Capital invested by funds: $110M → $130M (+$20.1M)
5% more funds holding
Funds holding: 40 → 42 (+2)
2.13% more ownership
Funds ownership: 63.82% → 65.95% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$4.49M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.7M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.52M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$2.17M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$4.76M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.43M |
| 3 |
Morgan Stanley
New York
|
-$821K |
| 4 |
Jane Street
New York
|
-$683K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$231K |
PYZ Hedge Fund Activity: Q3 2016 in Review
42 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q3 2016, worth a combined $130M — up 18% from $110M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PYZ positions and 0 closed out — a net gain of 3 holders — while 21 added to existing stakes and 14 trimmed.
The largest buyer was SignalPoint Asset Management, adding an estimated $4.49M. The largest seller was Transamerica Financial Advisors, cutting an estimated $4.76M.
- 42 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q3 2016, up from 40 in Q2 2016.
- Funds reported $130M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q3 2016, up 18% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q3 2016 and 0 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q3 2016 was SignalPoint Asset Management, an estimated $4.49M added.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q3 2016 was Transamerica Financial Advisors, an estimated $4.76M sold.
Based on aggregated 13F filings for Q3 2016.