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Invesco Dorsey Wright Basic Materials Momentum ETF

32 hedge funds and large institutions have $13.3M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

0% more funds holding

Funds holding: 3232 (0)

0.62% less ownership

Funds ownership: 28.2%27.58% (-0.62%)

12% less capital invested

Capital invested by funds: $15.2M → $13.3M (-$1.85M)

73% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 15

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMC Chicago
1
IMC Chicago
Illinois
$1.78M +$1.87M +21,036 New
Morgan Stanley
2
Morgan Stanley
New York
$1.69M -$78.4K -880 -4%
LPL Financial
3
LPL Financial
California
$1.65M -$151K -1,693 -8%
Goldman Sachs
4
Goldman Sachs
New York
$1.37M -$3.38M -38,015 -70%
MCM
5
MAI Capital Management
Ohio
$856K
Citadel Advisors
6
Citadel Advisors
Florida
$692K +$330K +3,711 +83%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$691K -$73.4K -824 -9%
Wells Fargo
8
Wells Fargo
California
$667K -$52.9K -594 -7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$650K +$13.3K +149 +2%
TRCT
10
Tower Research Capital (TRC)
New York
$518K +$95.8K +1,076 +21%
MWM
11
Maltin Wealth Management
New Jersey
$472K +$25.5K +286 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$421K -$42.3K -475 -9%
PSF
13
Pacific Sun Financial
California
$364K -$4.45K -50 -1%
TWM
14
Trueblood Wealth Management
Ohio
$326K +$342K +3,845 New
FFA
15
Farther Finance Advisors
California
$282K +$296K +3,325 New
Osaic Holdings
16
Osaic Holdings
Arizona
$274K -$104K -1,167 -27%
OWA
17
Octavia Wealth Advisors
Ohio
$252K -$12.9K -145 -5%
TFA
18
Transamerica Financial Advisors
Florida
$67K -$8.99K -101 -11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$62K -$205K -2,298 -76%
UBS Group
20
UBS Group
Switzerland
$61.5K -$48.6K -546 -43%
LWANC
21
Laurel Wealth Advisors (North Carolina)
North Carolina
$60.7K
BAM
22
Bellevue Asset Management
Washington
$31.9K
EWM
23
EPG Wealth Management
Georgia
$26.5K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$13.8K -$3.38K -38 -19%
HB
25
Horizon Bancorp
Indiana
$13K -$31.3K -352 -69%

PYZ Hedge Fund Activity: Q1 2025 in Review

32 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q1 2025, worth a combined $13.3M — down 12% from $15.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PYZ positions and 2 closed out — a net gain of 2 holders — while 4 added to existing stakes and 15 trimmed.

The largest buyer was IMC Chicago, opening a new position worth an estimated $1.87M. The largest seller was Goldman Sachs, cutting an estimated $3.38M.

  • 32 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $13.3M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q1 2025, down 12% quarter-over-quarter.
  • 4 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q1 2025 and 2 closed out, a net change of +2 holders.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q1 2025 was IMC Chicago, an estimated $1.87M added.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q1 2025 was Goldman Sachs, an estimated $3.38M sold.

Based on aggregated 13F filings for Q1 2025.