Invesco Dorsey Wright Basic Materials Momentum ETF
54 hedge funds and large institutions have $84.6M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 11 closing their positions.
14.94% more ownership
Funds ownership: 44.42% → 59.37% (+15%)
13% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 15
7% less funds holding
Funds holding: 58 → 54 (-4)
14% less capital invested
Capital invested by funds: $98.7M → $84.6M (-$14.2M)
36% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 11
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$14.8M |
| 2 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$1.94M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.2M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.1M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.93M |
| 2 |
IMC Chicago
Chicago,
Illinois
|
-$3.08M |
| 3 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$1.59M |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$805K |
| 5 |
FA
Fortis Advisors
Wayne,
Pennsylvania
|
-$522K |
PYZ Hedge Fund Activity: Q2 2022 in Review
54 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q2 2022, worth a combined $84.6M — down 14% from $98.7M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PYZ and 7 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 17 added.
The largest buyer was Transamerica Financial Advisors, adding an estimated $14.8M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.93M.
- 54 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q2 2022, down from 58 in Q1 2022.
- Funds reported $84.6M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q2 2022, down 14% quarter-over-quarter.
- 7 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q2 2022 and 11 closed out, a net change of -4 holders.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q2 2022 was Transamerica Financial Advisors, an estimated $14.8M added.
- The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q2 2022 was Raymond James Financial Services Advisors, an estimated $3.93M sold.
Based on aggregated 13F filings for Q2 2022.