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Invesco Dorsey Wright Basic Materials Momentum ETF

40 hedge funds and large institutions have $31.9M invested in Invesco Dorsey Wright Basic Materials Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

139% more capital invested

Capital invested by funds: $13.3M → $31.9M (+$18.5M)

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

29% more funds holding

Funds holding: 3140 (+9)

17.66% more ownership

Funds ownership: 24.25%41.91% (+18%)

Holders
40
Holders Change
+9
Holders Change %
+29.03%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
11
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1
Transamerica Financial Advisors
Florida
$13M +$12.7M +118,228 +68,340%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$4.69M +$4.56M +42,592 New
Morgan Stanley
3
Morgan Stanley
New York
$1.99M -$230K -2,150 -11%
LPL Financial
4
LPL Financial
California
$1.9M +$359K +3,353 +24%
Goldman Sachs
5
Goldman Sachs
New York
$1.26M -$1.08M -10,095 -47%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.21M +$365K +3,405 +45%
MCM
7
MAI Capital Management
Ohio
$1.07M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$919K +$42.7K +399 +5%
MWM
9
Maltin Wealth Management
New Jersey
$607K +$15.1K +141 +3%
TWM
10
Trueblood Wealth Management
Ohio
$474K +$17.5K +163 +4%
ASN
11
Advisory Services Network
Georgia
$437K +$425K +3,971 New
Wells Fargo
12
Wells Fargo
California
$410K -$213K -1,992 -35%
PSF
13
Pacific Sun Financial
California
$392K -$16.1K -150 -4%
FFA
14
Farther Finance Advisors
California
$371K +$4.29K +40 +1%
Raymond James Financial
15
Raymond James Financial
Florida
$338K +$329K +3,067 New
OWA
16
Octavia Wealth Advisors
Ohio
$327K
SOS
17
Silver Oak Securities
Tennessee
$326K +$314K +2,932 New
Osaic Holdings
18
Osaic Holdings
Arizona
$326K -$33.5K -313 -10%
AAP
19
Arax Advisory Partners
Colorado
$306K +$297K +2,774 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$294K +$107 +1 +0%
Citadel Advisors
21
Citadel Advisors
Florida
$240K +$234K +2,183 New
MIAS
22
Mason Investment Advisory Services
Virginia
$212K +$321 +3 +0.2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$209K -$49.1K -458 -19%
LWANC
24
Laurel Wealth Advisors (North Carolina)
North Carolina
$78.8K +$76.7K +716 New
UBS Group
25
UBS Group
Switzerland
$77.3K +$6K +56 +9%

PYZ Hedge Fund Activity: Q4 2025 in Review

40 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) for Q4 2025, worth a combined $31.9M — up 139% from $13.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PYZ positions and 3 closed out — a net gain of 9 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Transamerica Financial Advisors, adding an estimated $12.7M. The largest seller was Goldman Sachs, cutting an estimated $1.08M.

  • 40 institutional investors held Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) as of Q4 2025, up from 31 in Q3 2025.
  • Funds reported $31.9M of Invesco Dorsey Wright Basic Materials Momentum ETF stock for Q4 2025, up 139% quarter-over-quarter.
  • 12 funds opened new Invesco Dorsey Wright Basic Materials Momentum ETF positions in Q4 2025 and 3 closed out, a net change of +9 holders.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF buyer in Q4 2025 was Transamerica Financial Advisors, an estimated $12.7M added.
  • The largest Invesco Dorsey Wright Basic Materials Momentum ETF seller in Q4 2025 was Goldman Sachs, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2025.