We are live on ! Find out more
PYZ icon

Invesco Dorsey Wright Basic Materials Momentum ETF

33 hedge funds and large institutions have $17M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 3233 (+1)

2.49% less ownership

Funds ownership: 29.79%27.3% (-2.5%)

5% less capital invested

Capital invested by funds: $18M → $17M (-$986K)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$4.07M +$1.98M +22,038 +108%
Morgan Stanley
2
Morgan Stanley
New York
$2.05M -$803K -8,954 -30%
LPL Financial
3
LPL Financial
California
$1.34M -$186K -2,075 -13%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$998K +$153K +1,700 +20%
CWM
5
Concentric Wealth Management
California
$987K
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$954K -$92.8K -1,034 -9%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$827K +$77K +858 +11%
Wells Fargo
8
Wells Fargo
California
$821K -$142K -1,579 -16%
Citadel Advisors
9
Citadel Advisors
Florida
$735K +$688K +7,671 New
TRCT
10
Tower Research Capital (TRC)
New York
$585K +$28.3K +315 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$568K -$5.21K -58 -1%
MWM
12
Maltin Wealth Management
New Jersey
$504K +$1.17K +13 +0.2%
PSF
13
Pacific Sun Financial
California
$425K -$4.49K -50 -1%
Osaic Holdings
14
Osaic Holdings
Arizona
$352K -$263K -2,932 -44%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$330K +$15.5K +173 +5%
SAM
16
SignalPoint Asset Management
Missouri
$321K
OWA
17
Octavia Wealth Advisors
Ohio
$299K
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$210K -$47.9K -534 -20%
Bank of America
19
Bank of America
North Carolina
$157K -$161K -1,799 -52%
UBS Group
20
UBS Group
Switzerland
$122K -$123K -1,371 -52%
TFA
21
Transamerica Financial Advisors
Florida
$86K -$45.9K -511 -37%
LWANC
22
Laurel Wealth Advisors (North Carolina)
North Carolina
$68.6K
HB
23
Horizon Bancorp
Indiana
$49K -$9.69K -108 -18%
BAM
24
Bellevue Asset Management
Washington
$36.1K
EWM
25
EPG Wealth Management
Georgia
$29.9K +$28.1K +313 New

PYZ Hedge Fund Activity: Q3 2024 in Review

33 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q3 2024, worth a combined $17M — down 5.5% from $18M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PYZ positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 13 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $1.98M. The largest seller was Truist Financial, exiting entirely with an estimated $2.32M sold.

  • 33 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q3 2024, up from 32 in Q2 2024.
  • Funds reported $17M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q3 2024, down 5.5% quarter-over-quarter.
  • 4 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q3 2024 and 3 closed out, a net change of +1 holder.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q3 2024 was Goldman Sachs, an estimated $1.98M added.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q3 2024 was Truist Financial, an estimated $2.32M sold.

Based on aggregated 13F filings for Q3 2024.