Invesco Dorsey Wright Basic Materials Momentum ETF
53 hedge funds and large institutions have $78.7M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 9 closing their positions.
0.14% less ownership
Funds ownership: 52.46% → 52.32% (-0.14%)
9% less funds holding
Funds holding: 58 → 53 (-5)
21% less capital invested
Capital invested by funds: $99.2M → $78.7M (-$20.5M)
24% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 21
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IMC Chicago
Chicago,
Illinois
|
+$750K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$538K |
| 3 |
Goldman Sachs
New York
|
+$475K |
| 4 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
+$445K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$331K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$5.16M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$3.94M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.68M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$3.31M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.64M |
PYZ Hedge Fund Activity: Q4 2021 in Review
53 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q4 2021, worth a combined $78.7M — down 21% from $99.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PYZ and 4 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 16 added.
The largest buyer was IMC Chicago, adding an estimated $750K. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $5.16M sold.
- 53 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q4 2021, down from 58 in Q3 2021.
- Funds reported $78.7M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q4 2021, down 21% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q4 2021 and 9 closed out, a net change of -5 holders.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q4 2021 was IMC Chicago, an estimated $750K added.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q4 2021 was Janney Montgomery Scott, an estimated $5.16M sold.
Based on aggregated 13F filings for Q4 2021.