We are live on ! Find out more
PYZ icon

Invesco Dorsey Wright Basic Materials Momentum ETF

32 hedge funds and large institutions have $34.6M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

23% more funds holding

Funds holding: 2632 (+6)

8% more capital invested

Capital invested by funds: $32.1M → $34.6M (+$2.55M)

1.1% more ownership

Funds ownership: 31.54%32.65% (+1.1%)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
32
Holders Change
+6
Holders Change %
+23.08%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$17.9M +$575K +8,483 +3%
Jane Street
2
Jane Street
New York
$2.65M +$2.02M +29,859 +392%
Wells Fargo
3
Wells Fargo
California
$2.41M -$83.1K -1,227 -3%
Morgan Stanley
4
Morgan Stanley
New York
$1.77M +$438K +6,459 +35%
LPL Financial
5
LPL Financial
California
$1.21M -$368K -5,433 -24%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.12M -$155K -2,294 -13%
AG
7
Advisor Group
Arizona
$911K +$14.8K +218 +2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$857K -$321K -4,737 -28%
AFNAS
9
American Financial Network Advisory Services
California
$772K +$146K +2,148 +24%
Bank of America
10
Bank of America
North Carolina
$698K -$3.02M -44,618 -82%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$696K -$8.4K -124 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$686K -$104K -1,538 -14%
PP
13
PDS Planning
Ohio
$517K +$495K +7,310 New
UBS Group
14
UBS Group
Switzerland
$382K +$15.6K +230 +4%
SAM
15
SignalPoint Asset Management
Missouri
$363K
VF
16
Virtu Financial
New York
$328K -$118K -1,743 -27%
BCM
17
Breiter Capital Management
Florida
$297K +$285K +4,208 New
Goldman Sachs
18
Goldman Sachs
New York
$240K -$46.5K -686 -17%
RJA
19
Raymond James & Associates
Florida
$223K +$214K +3,152 New
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$165K -$42.1K -622 -21%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$145K
FAAS
22
First Allied Advisory Services
California
$141K +$136K +2,012 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$80K +$68 +1 +0.1%
ME
24
McIlrath & Eck
Washington
$23K +$22K +325 New
IWM
25
IHT Wealth Management
Illinois
$17K

PYZ Hedge Fund Activity: Q4 2017 in Review

32 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q4 2017, worth a combined $34.6M — up 7.9% from $32.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PYZ positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was Jane Street, adding an estimated $2.02M. The largest seller was Bank of America, cutting an estimated $3.02M.

  • 32 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q4 2017, up from 26 in Q3 2017.
  • Funds reported $34.6M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q4 2017, up 7.9% quarter-over-quarter.
  • 7 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q4 2017 and 1 closed out, a net change of +6 holders.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q4 2017 was Jane Street, an estimated $2.02M added.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q4 2017 was Bank of America, an estimated $3.02M sold.

Based on aggregated 13F filings for Q4 2017.