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Invesco Dorsey Wright Emerging Markets Momentum ETF

58 hedge funds and large institutions have $117M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

29% more funds holding

Funds holding: 4558 (+13)

15% more capital invested

Capital invested by funds: $102M → $117M (+$15M)

1.71% more ownership

Funds ownership: 50.67%52.38% (+1.7%)

Holders
58
Holders Change
+13
Holders Change %
+28.89%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
22
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$637K -$4.41K -222 -0.7%
Jane Street
27
Jane Street
New York
$550K -$205K -10,297 -28%
HighTower Advisors
28
HighTower Advisors
Illinois
$504K +$493K +24,791 New
GSC
29
G&S Capital
Colorado
$481K +$465K +23,394 New
FWP
30
FAS Wealth Partners
Kansas
$466K +$7.75K +390 +2%
KWM
31
Kingsview Wealth Management
Oregon
$398K +$9.68K +487 +3%
AG
32
Advisor Group
Arizona
$375K -$22.6K -1,137 -6%
SB
33
Suntrust Banks
Georgia
$315K +$322K +16,204 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$309K +$71.5K +3,598 +31%
CWM
35
Cornerstone Wealth Management
Missouri
$302K
CIBC World Market
36
CIBC World Market
Ontario, Canada
$287K +$278K +13,979 New
FIM
37
Freedom Investment Management
Connecticut
$272K -$824K -41,432 -76%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$272K +$73.3K +3,687 +39%
UCFA
39
United Capital Financial Advisors
Texas
$265K -$178K -8,945 -41%
IFWM
40
Institute for Wealth Management
Colorado
$261K
FAAS
41
First Allied Advisory Services
California
$248K +$241K +12,136 New
JP Morgan Chase
42
JP Morgan Chase
New York
$189K +$80.8K +4,062 +79%
SWP
43
Stratos Wealth Partners
Ohio
$156K +$150K +7,569 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$100K +$5.19K +261 +6%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$88K -$61.2K -3,078 -42%
LWA
46
Lenox Wealth Advisors
New York
$77K +$74.7K +3,757 New
PFA
47
Pathway Financial Advisors
Vermont
$51K +$49.3K +2,481 New
ASN
48
Advisory Services Network
Georgia
$18K +$139 +7 +0.8%
AWA
49
Acorn Wealth Advisors
Michigan
$14K +$13.4K +673 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$11K +$10.8K +544 New

PIE Hedge Fund Activity: Q4 2017 in Review

58 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q4 2017, worth a combined $117M — up 15% from $102M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PIE positions and 1 closed out — a net gain of 13 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $1.84M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.42M.

  • 58 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q4 2017, up from 45 in Q3 2017.
  • Funds reported $117M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q4 2017, up 15% quarter-over-quarter.
  • 14 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q4 2017 and 1 closed out, a net change of +13 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q4 2017 was Bank of America, an estimated $1.84M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q4 2017 was Cambridge Investment Research Advisors, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2017.