Invesco Dorsey Wright Basic Materials Momentum ETF
58 hedge funds and large institutions have $98.7M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
25% more capital invested
Capital invested by funds: $78.7M → $98.7M (+$20M)
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
9% more funds holding
Funds holding: 53 → 58 (+5)
7.9% less ownership
Funds ownership: 52.32% → 44.42% (-7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
+$8.13M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.54M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.32M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.18M |
| 5 |
Morgan Stanley
New York
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$3.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.67M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.67M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.01M |
| 5 |
LPL Financial
San Diego,
California
|
-$887K |
PYZ Hedge Fund Activity: Q1 2022 in Review
58 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q1 2022, worth a combined $98.7M — up 25% from $78.7M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PYZ positions and 8 closed out — a net gain of 7 holders — while 16 added to existing stakes and 14 trimmed.
The largest buyer was Fortis Advisors, opening a new position worth an estimated $8.13M. The largest seller was Heck Capital Advisors, exiting entirely with an estimated $3.24M sold.
- 58 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q1 2022, up from 53 in Q4 2021.
- Funds reported $98.7M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q1 2022, up 25% quarter-over-quarter.
- 15 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q1 2022 and 8 closed out, a net change of +7 holders.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q1 2022 was Fortis Advisors, an estimated $8.13M added.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q1 2022 was Heck Capital Advisors, an estimated $3.24M sold.
Based on aggregated 13F filings for Q1 2022.