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Invesco Dorsey Wright Emerging Markets Momentum ETF

58 hedge funds and large institutions have $158M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

35% more capital invested

Capital invested by funds: $117M → $158M (+$40.9M)

3.9% more ownership

Funds ownership: 52.38%56.28% (+3.9%)

0% more funds holding

Funds holding: 5858 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
30
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
EP Wealth Advisors
California
$1.1M -$419K -19,648 -28%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$942K +$651K +30,535 +231%
HighTower Advisors
28
HighTower Advisors
Illinois
$799K +$266K +12,451 +50%
FWP
29
FAS Wealth Partners
Kansas
$517K +$28.7K +1,347 +6%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$506K -$308K -14,429 -38%
JP Morgan Chase
31
JP Morgan Chase
New York
$503K +$302K +14,167 +154%
BRF
32
B. Riley Financial
California
$467K +$464K +21,732 New
OMC
33
Old Mission Capital
Illinois
$460K +$456K +21,377 New
GSC
34
G&S Capital
Colorado
$443K -$59.2K -2,777 -12%
KWM
35
Kingsview Wealth Management
Oregon
$438K +$21.4K +1,005 +5%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$369K +$45.6K +2,136 +14%
SB
37
Suntrust Banks
Georgia
$356K +$44.9K +2,104 +13%
William Blair & Company
38
William Blair & Company
Illinois
$304K +$301K +14,129 New
CWM
39
Cornerstone Wealth Management
Missouri
$288K -$8.55K -401 -3%
AG
40
Advisor Group
Arizona
$286K -$107K -5,017 -27%
SWP
41
Stratos Wealth Partners
Ohio
$264K +$101K +4,723 +62%
FAAS
42
First Allied Advisory Services
California
$257K -$4.82K -226 -2%
WDL
43
Well Done LLC
Michigan
$138K +$137K +6,400 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$91K -$13.4K -628 -13%
WF
45
WealthTrust Fairport
Ohio
$89K +$88K +4,125 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$52K -$39.6K -1,854 -43%
PFA
47
Pathway Financial Advisors
Vermont
$43K -$10K -469 -19%
SPIA
48
Steward Partners Investment Advisory
New York
$32K +$32K +1,500 New
ASN
49
Advisory Services Network
Georgia
$19K
AWA
50
Acorn Wealth Advisors
Michigan
$14K

PIE Hedge Fund Activity: Q1 2018 in Review

58 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q1 2018, worth a combined $158M — up 35% from $117M a quarter earlier.

Fund positioning in PIE was balanced in Q1 2018: 7 funds opened new positions, 7 closed out, 30 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $12.9M. The largest seller was Brinker Capital Investments, cutting an estimated $651K.

  • 58 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $158M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q1 2018, up 35% quarter-over-quarter.
  • 7 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q1 2018 and 7 closed out, a net change of 0 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q1 2018 was Bank of America, an estimated $12.9M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q1 2018 was Brinker Capital Investments, an estimated $651K sold.

Based on aggregated 13F filings for Q1 2018.