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Invesco Dorsey Wright Emerging Markets Momentum ETF

53 hedge funds and large institutions have $77.3M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

38% more capital invested

Capital invested by funds: $55.9M → $77.3M (+$21.4M)

8% more funds holding

Funds holding: 4953 (+4)

0.19% more ownership

Funds ownership: 45.9%46.09% (+0.19%)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
22
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$381K +$64.5K +3,295 +20%
SFI
27
SPC Financial Inc
Maryland
$370K -$10.7K -545 -3%
FWP
28
FAS Wealth Partners
Kansas
$336K -$3.5K -179 -1%
Osaic Holdings
29
Osaic Holdings
Arizona
$334K +$21.2K +1,083 +7%
Citigroup
30
Citigroup
New York
$313K +$12.4K +631 +4%
William Blair & Company
31
William Blair & Company
Illinois
$271K +$107K +5,450 +63%
FA
32
Fortis Advisors
Pennsylvania
$234K +$39 +2 +0%
SWP
33
Stratos Wealth Partners
Ohio
$229K -$294 -15 -0.1%
NFG
34
Nations Financial Group
Iowa
$226K
KAS
35
Kestra Advisory Services
Texas
$222K +$226K +11,532 New
DAS
36
Dynamic Advisor Solutions
Arizona
$213K +$216K +11,023 New
SG
37
StoneX Group
New York
$212K +$254 +13 +0.1%
NA
38
NewEdge Advisors
Louisiana
$207K +$211K +10,758 New
SLWS
39
Swaine & Leidel Wealth Services
Florida
$200K +$203K +10,359 New
Bank Julius Baer & Co
40
Bank Julius Baer & Co
Switzerland
$193K -$940 -48 -0.5%
PFS
41
Prospera Financial Services
Texas
$108K -$3.42M -174,499 -97%
SPIA
42
Steward Partners Investment Advisory
New York
$92K
CWC
43
Carolinas Wealth Consulting
North Carolina
$90K +$98 +5 +0.1%
APA
44
American Portfolios Advisors
New York
$38.5K
FFA
45
Founders Financial Alliance
North Carolina
$32K +$32.9K +1,679 New
AA
46
Advisory Alpha
Michigan
$24K +$23.1K +1,180 New
AWA
47
Arkadios Wealth Advisors
Georgia
$21.5K +$157 +8 +0.8%
PFBT
48
Parkside Financial Bank & Trust
Missouri
$16K +$20 +1 +0.1%
ASN
49
Advisory Services Network
Georgia
$14K +$14.5K +741 New
WCG
50
Weaver Consulting Group
California
$13K

PIE Hedge Fund Activity: Q3 2020 in Review

53 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q3 2020, worth a combined $77.3M — up 38% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PIE positions and 6 closed out — a net gain of 4 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Gateway Advisory, opening a new position worth an estimated $8.47M. The largest seller was Prospera Financial Services, cutting an estimated $3.42M.

  • 53 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q3 2020, up from 49 in Q2 2020.
  • Funds reported $77.3M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q3 2020, up 38% quarter-over-quarter.
  • 10 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q3 2020 and 6 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q3 2020 was Gateway Advisory, an estimated $8.47M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q3 2020 was Prospera Financial Services, an estimated $3.42M sold.

Based on aggregated 13F filings for Q3 2020.