Invesco Dorsey Wright Basic Materials Momentum ETF
PYZ
34 hedge funds and large institutions have $18.2M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
13% more funds holding
Funds holding: 30 → 34 (+4)
5.96% less ownership
Funds ownership: 34.54% → 28.58% (-6%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
47% less capital invested
Capital invested by funds: $34.5M → $18.2M (-$16.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.74M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$652K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$393K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$170K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$92.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.4M |
| 2 |
Jane Street
New York
|
-$1.87M |
| 3 |
Morgan Stanley
New York
|
-$1.2M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$1.01M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$611K |
PYZ Hedge Fund Activity: Q4 2018 in Review
34 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q4 2018, worth a combined $18.2M — down 47% from $34.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PYZ positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $1.74M. The largest seller was Ameriprise, cutting an estimated $7.4M.
- 34 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q4 2018, up from 30 in Q3 2018.
- Funds reported $18.2M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q4 2018, down 47% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q4 2018 and 2 closed out, a net change of +4 holders.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q4 2018 was Citadel Advisors, an estimated $1.74M added.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q4 2018 was Ameriprise, an estimated $7.4M sold.
Based on aggregated 13F filings for Q4 2018.