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Invesco Dorsey Wright Basic Materials Momentum ETF

28 hedge funds and large institutions have $41.3M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

1% less capital invested

Capital invested by funds: $41.8M → $41.3M (-$485K)

2.26% less ownership

Funds ownership: 42.75%40.49% (-2.3%)

18% less funds holding

Funds holding: 3428 (-6)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
28
Holders Change
-6
Holders Change %
-17.65%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$16.3M +$7.65M +124,349 +89%
SAM
2
SignalPoint Asset Management
Missouri
$5.14M -$4.31K -70 -0.1%
Wells Fargo
3
Wells Fargo
California
$4.5M -$2.86M -46,438 -39%
Morgan Stanley
4
Morgan Stanley
New York
$3.15M -$457K -7,427 -13%
Bank of America
5
Bank of America
North Carolina
$2.21M +$873K +14,189 +66%
Jane Street
6
Jane Street
New York
$2.11M +$2.1M +34,169 New
LPL Financial
7
LPL Financial
California
$1.75M +$237K +3,852 +16%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.45M +$39.7K +645 +3%
VKH
9
Virtu KCG Holdings
New York
$887K +$532K +8,650 +152%
Citadel Advisors
10
Citadel Advisors
Florida
$809K +$803K +13,047 New
UBS Group
11
UBS Group
Switzerland
$750K -$155K -2,520 -17%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$735K -$849K -13,791 -54%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$505K +$85.3K +1,385 +20%
Goldman Sachs
14
Goldman Sachs
New York
$281K -$227K -3,692 -45%
BRWA
15
B. Riley Wealth Advisors
Florida
$254K +$252K +4,102 New
Manulife (Manufacturers Life Insurance)
16
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$181K +$55.7K +905 +45%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$127K
Creative Planning
18
Creative Planning
Kansas
$43K
AG
19
Advisor Group
Arizona
$32K +$3.88K +63 +14%
NFG
20
Next Financial Group
Texas
$28K -$57.6K -935 -67%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$28K
HNB
22
Huntington National Bank
Ohio
$11K
FCMT
23
Founders Capital Management (Texas)
Texas
$10K +$10.2K +165 New
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$7K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$6K

PYZ Hedge Fund Activity: Q1 2017 in Review

28 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q1 2017, worth a combined $41.3M — down 1.2% from $41.8M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PYZ and 5 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was Ameriprise, adding an estimated $7.65M. The largest seller was Stifel Financial, exiting entirely with an estimated $5.53M sold.

  • 28 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q1 2017, down from 34 in Q4 2016.
  • Funds reported $41.3M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q1 2017, down 1.2% quarter-over-quarter.
  • 5 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q1 2017 and 10 closed out, a net change of -5 holders.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q1 2017 was Ameriprise, an estimated $7.65M added.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q1 2017 was Stifel Financial, an estimated $5.53M sold.

Based on aggregated 13F filings for Q1 2017.