Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ)

• Market cap: $54.2M
• 1 day: 0.00%
• 5 days: 0.91%
• 1 month: -9.50%
• 3 months: -7.39%
• 6 months: 1.15%
• Year to date: 1.05%
• 1 year: 6.30%
• 5 years: 43.90%
• 10 years: 68.54%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

3% more funds holding

Funds holding: 32 [Q2] → 33 (+1) [Q3]

6.88% less ownership

Funds ownership: 34.19% [Q2] → 27.3% (-6.88%) [Q3]

18% less capital invested

Capital invested by funds: $20.7M [Q2] → $17M (-$3.64M) [Q3]

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13