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Invesco Dorsey Wright Emerging Markets Momentum ETF

65 hedge funds and large institutions have $138M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

35% more capital invested

Capital invested by funds: $102M → $138M (+$35.5M)

10% more funds holding

Funds holding: 5965 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

0.54% less ownership

Funds ownership: 48.23%47.69% (-0.54%)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
23
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
EP Wealth Advisors
California
$1M -$6.5K -265 -0.6%
OMC
27
Old Mission Capital
Illinois
$973K +$994K +40,513 New
OIA
28
OneDigital Investment Advisors
Kansas
$954K +$34K +1,387 +4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$789K +$137K +5,597 +21%
Truist Financial
30
Truist Financial
North Carolina
$779K -$71.2K -2,902 -8%
VWA
31
V Wealth Advisors
Kansas
$701K -$546K -22,261 -43%
William Blair & Company
32
William Blair & Company
Illinois
$624K +$238K +9,715 +60%
IA
33
IFG Advisory
Georgia
$533K +$546K +22,236 New
SFI
34
SPC Financial Inc
Maryland
$475K -$10.2K -415 -2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$439K -$23.8K -971 -5%
Citigroup
36
Citigroup
New York
$419K +$29.3K +1,192 +7%
FWP
37
FAS Wealth Partners
Kansas
$385K -$34.6K -1,411 -8%
Osaic Holdings
38
Osaic Holdings
Arizona
$367K -$50.3K -2,048 -12%
NA
39
NewEdge Advisors
Louisiana
$319K +$51.2K +2,087 +19%
FA
40
Fortis Advisors
Pennsylvania
$291K +$123 +5 +0%
KAS
41
Kestra Advisory Services
Texas
$287K +$4.25K +173 +1%
SWP
42
Stratos Wealth Partners
Ohio
$285K
NFG
43
Nations Financial Group
Iowa
$276K -$5.69K -232 -2%
AAS
44
Avantax Advisory Services
Texas
$257K +$42.9K +1,746 +20%
SLWS
45
Swaine & Leidel Wealth Services
Florida
$251K -$22.6K -919 -8%
Jane Street
46
Jane Street
New York
$238K -$317K -12,905 -57%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$217K +$222K +9,048 New
BFEC
48
Benjamin F. Edwards & Company
Missouri
$189K +$21.9K +891 +13%
HI
49
Harbour Investments
Wisconsin
$172K +$176K +7,181 New
BAM
50
Belpointe Asset Management
Nevada
$127K -$106K -4,300 -45%

PIE Hedge Fund Activity: Q1 2021 in Review

65 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q1 2021, worth a combined $138M — up 35% from $102M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PIE positions and 4 closed out — a net gain of 6 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $15M. The largest seller was Bank of America, cutting an estimated $802K.

  • 65 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q1 2021, up from 59 in Q4 2020.
  • Funds reported $138M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q1 2021, up 35% quarter-over-quarter.
  • 10 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q1 2021 and 4 closed out, a net change of +6 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q1 2021 was Freedom Investment Management, an estimated $15M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q1 2021 was Bank of America, an estimated $802K sold.

Based on aggregated 13F filings for Q1 2021.