We are live on ! Find out more
PIE icon

Invesco Dorsey Wright Emerging Markets Momentum ETF

52 hedge funds and large institutions have $98.5M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

42% more capital invested

Capital invested by funds: $69.6M → $98.5M (+$28.9M)

27% more funds holding

Funds holding: 4152 (+11)

9.5% more ownership

Funds ownership: 45.69%55.19% (+9.5%)

Holders
52
Holders Change
+11
Holders Change %
+26.83%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
19
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$827K -$47.6K -2,820 -6%
FA
27
Fortis Advisors
Pennsylvania
$774K +$86.6K +5,132 +13%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$613K +$599K +35,510 New
UCFA
29
United Capital Financial Advisors
Texas
$506K -$1.99M -118,130 -80%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$481K +$470K +27,846 New
AG
31
Advisor Group
Arizona
$455K +$150K +8,916 +51%
FWP
32
FAS Wealth Partners
Kansas
$420K +$11.5K +684 +3%
Jane Street
33
Jane Street
New York
$417K +$407K +24,147 New
OC
34
Oppenheimer & Co
New York
$371K +$362K +21,483 New
KWM
35
Kingsview Wealth Management
Oregon
$350K +$47.7K +2,827 +16%
CWM
36
Cornerstone Wealth Management
Missouri
$322K -$24.2K -1,433 -7%
Citadel Advisors
37
Citadel Advisors
Florida
$269K +$263K +15,580 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$240K -$2.06M -122,241 -90%
IFWM
39
Institute for Wealth Management
Colorado
$219K +$213K +12,624 New
OIA
40
OneDigital Investment Advisors
Kansas
$193K +$189K +11,201 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$174K +$170K +10,098 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$132K -$71.4K -4,233 -35%
JP Morgan Chase
43
JP Morgan Chase
New York
$87K +$641 +38 +0.8%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$85K -$25.5K -1,510 -23%
NA
45
NewEdge Advisors
Louisiana
$40.4K +$39.8K +2,357 New
DADC
46
D.A. Davidson & Co
Montana
$30K
TCOV
47
Trust Company of Vermont
Vermont
$9K
ASN
48
Advisory Services Network
Georgia
$6K +$5.48K +325 New
IA
49
IFP Advisors
Florida
$3K
WEC
50
Winslow Evans & Crocker
Massachusetts
$2.16K -$17 -1 -0.8%

PIE Hedge Fund Activity: Q2 2017 in Review

52 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q2 2017, worth a combined $98.5M — up 42% from $69.6M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PIE positions and 6 closed out — a net gain of 11 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $4.34M. The largest seller was Envestnet Asset Management, cutting an estimated $2.06M.

  • 52 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q2 2017, up from 41 in Q1 2017.
  • Funds reported $98.5M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q2 2017, up 42% quarter-over-quarter.
  • 17 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q2 2017 and 6 closed out, a net change of +11 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q2 2017 was MML Investors Services, an estimated $4.34M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q2 2017 was Envestnet Asset Management, an estimated $2.06M sold.

Based on aggregated 13F filings for Q2 2017.