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Invesco Dorsey Wright Basic Materials Momentum ETF

31 hedge funds and large institutions have $13.3M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $11.9M → $13.3M (+$1.4M)

0.86% more ownership

Funds ownership: 23.38%24.25% (+0.86%)

0% more funds holding

Funds holding: 3131 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
31
Holders Change
Holders Change %
0%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$2.28M +$71.3K +704 +3%
Morgan Stanley
2
Morgan Stanley
New York
$2.14M +$10.4K +103 +0.5%
LPL Financial
3
LPL Financial
California
$1.47M -$176K -1,735 -11%
MCM
4
MAI Capital Management
Ohio
$1.03M -$20.2K -200 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$841K -$6.48K -64 -0.8%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$800K -$1.22K -12 -0.2%
Wells Fargo
7
Wells Fargo
California
$605K -$506 -5 -0.1%
MWM
8
Maltin Wealth Management
New Jersey
$568K +$810 +8 +0.1%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$547K +$523K +5,164 New
TWM
10
Trueblood Wealth Management
Ohio
$438K +$607 +6 +0.1%
PSF
11
Pacific Sun Financial
California
$393K -$11.1K -110 -3%
FFA
12
Farther Finance Advisors
California
$353K
Osaic Holdings
13
Osaic Holdings
Arizona
$340K +$1.62K +16 +0.5%
OWA
14
Octavia Wealth Advisors
Ohio
$315K +$2.94K +29 +1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$282K -$80K -790 -23%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$249K +$238K +2,351 New
TRCT
17
Tower Research Capital (TRC)
New York
$212K -$101K -1,002 -33%
MIAS
18
Mason Investment Advisory Services
Virginia
$204K +$195K +1,926 New
UBS Group
19
UBS Group
Switzerland
$68.4K -$5.37K -53 -8%
BAM
20
Bellevue Asset Management
Washington
$35.8K
EWM
21
EPG Wealth Management
Georgia
$33.1K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$31K -$23.2K -229 -44%
AAS
23
Ameritas Advisory Services
Nebraska
$27K
TFA
24
Transamerica Financial Advisors
Florida
$18.3K -$7.19K -71 -29%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$17.3K -$101 -1 -0.6%

PYZ Hedge Fund Activity: Q3 2025 in Review

31 of the 7,626 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q3 2025, worth a combined $13.3M — up 12% from $11.9M a quarter earlier.

Fund positioning in PYZ was balanced in Q3 2025: 4 funds opened new positions, 4 closed out, 6 added to existing stakes and 12 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $523K. The largest seller was Citadel Advisors, exiting entirely with an estimated $762K sold.

  • 31 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $13.3M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q3 2025, up 12% quarter-over-quarter.
  • 4 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q3 2025 and 4 closed out, a net change of 0 holders.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q3 2025 was Susquehanna International Group, an estimated $523K added.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q3 2025 was Citadel Advisors, an estimated $762K sold.

Based on aggregated 13F filings for Q3 2025.