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Invesco Dorsey Wright Basic Materials Momentum ETF

31 hedge funds and large institutions have $11.9M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3231 (-1)

4.19% less ownership

Funds ownership: 27.58%23.38% (-4.2%)

10% less capital invested

Capital invested by funds: $13.3M → $11.9M (-$1.38M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
14
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
$1.94M +$405K +4,707 +29%
Morgan Stanley
2
Morgan Stanley
New York
$1.87M +$15.8K +184 +0.9%
LPL Financial
3
LPL Financial
California
$1.45M -$338K -3,924 -20%
MCM
4
MAI Capital Management
Ohio
$922K -$15.1K -175 -2%
Citadel Advisors
5
Citadel Advisors
Florida
$762K +$3.19K +37 +0.5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$743K -$13.2K -153 -2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$703K -$8.35K -97 -1%
Wells Fargo
8
Wells Fargo
California
$531K -$185K -2,154 -27%
MWM
9
Maltin Wealth Management
New Jersey
$498K -$17.6K -204 -4%
TWM
10
Trueblood Wealth Management
Ohio
$384K +$24.5K +285 +7%
PSF
11
Pacific Sun Financial
California
$354K -$41.3K -480 -11%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$321K -$130K -1,509 -30%
FFA
13
Farther Finance Advisors
California
$310K +$603 +7 +0.2%
Osaic Holdings
14
Osaic Holdings
Arizona
$302K +$1.64K +19 +0.6%
TRCT
15
Tower Research Capital (TRC)
New York
$279K -$268K -3,111 -51%
OWA
16
Octavia Wealth Advisors
Ohio
$273K -$2.41K -28 -0.9%
UBS Group
17
UBS Group
Switzerland
$64.9K -$2.24K -26 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$49K -$17.6K -205 -28%
Raymond James Financial
19
Raymond James Financial
Florida
$33.9K +$31.4K +365 New
BAM
20
Bellevue Asset Management
Washington
$31.4K -$3.36K -39 -10%
EWM
21
EPG Wealth Management
Georgia
$29K
AAS
22
Ameritas Advisory Services
Nebraska
$23.7K +$22K +255 New
TFA
23
Transamerica Financial Advisors
Florida
$22.6K -$46.2K -537 -69%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$15.3K +$86 +1 +0.6%
HB
25
Horizon Bancorp
Indiana
$15K

PYZ Hedge Fund Activity: Q2 2025 in Review

31 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q2 2025, worth a combined $11.9M — down 10% from $13.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PYZ and 2 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 7 added.

The largest buyer was Goldman Sachs, adding an estimated $405K. The largest seller was IMC Chicago, exiting entirely with an estimated $1.78M sold.

  • 31 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q2 2025, down from 32 in Q1 2025.
  • Funds reported $11.9M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q2 2025, down 10% quarter-over-quarter.
  • 2 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q2 2025 and 3 closed out, a net change of -1 holder.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q2 2025 was Goldman Sachs, an estimated $405K added.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q2 2025 was IMC Chicago, an estimated $1.78M sold.

Based on aggregated 13F filings for Q2 2025.