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Invesco Dorsey Wright Emerging Markets Momentum ETF

69 hedge funds and large institutions have $138M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12.01% more ownership

Funds ownership: 47.69%59.7% (+12%)

6% more funds holding

Funds holding: 6569 (+4)

0% more capital invested

Capital invested by funds: $138M → $138M (+$366K)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
12
Increased
21
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$720K +$8.11K +320 +1%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$696K +$416K +16,398 +181%
EWA
28
EP Wealth Advisors
California
$607K -$496K -19,567 -47%
IA
29
IFG Advisory
Georgia
$571K -$34.3K -1,355 -6%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$510K +$8.8K +347 +2%
SFI
31
SPC Financial Inc
Maryland
$503K -$35.5K -1,400 -7%
Citigroup
32
Citigroup
New York
$478K +$1.01K +40 +0.2%
FWP
33
FAS Wealth Partners
Kansas
$437K -$1.67K -66 -0.4%
Osaic Holdings
34
Osaic Holdings
Arizona
$407K -$11K -433 -3%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$382K -$1.44M -56,749 -80%
NA
36
NewEdge Advisors
Louisiana
$351K -$11.8K -465 -3%
FA
37
Fortis Advisors
Pennsylvania
$332K
OMC
38
Old Mission Capital
Illinois
$330K -$721K -28,441 -70%
KAS
39
Kestra Advisory Services
Texas
$325K -$2.05K -81 -0.7%
SWP
40
Stratos Wealth Partners
Ohio
$324K
NFG
41
Nations Financial Group
Iowa
$315K
FTUS
42
Flow Traders U.S.
New York
$304K +$281K +11,103 New
AAS
43
Avantax Advisory Services
Texas
$302K +$8.82K +348 +3%
Truist Financial
44
Truist Financial
North Carolina
$256K -$585K -23,075 -71%
EBA
45
Eagle Bay Advisors
New York
$250K +$229K +9,036 New
Citadel Advisors
46
Citadel Advisors
Florida
$233K -$1.34M -52,955 -86%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$215K +$253 +10 +0.1%
IFWM
48
Institute for Wealth Management
Colorado
$214K +$198K +7,811 New
OC
49
Oppenheimer & Co
New York
$211K +$195K +7,708 New
PAG
50
Private Advisor Group
New Jersey
$201K +$186K +7,347 New

PIE Hedge Fund Activity: Q2 2021 in Review

69 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q2 2021, worth a combined $138M — up 0.27% from $138M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PIE positions and 6 closed out — a net gain of 6 holders — while 21 added to existing stakes and 26 trimmed.

The largest buyer was Sound Financial Strategies Group, opening a new position worth an estimated $3.29M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $14.7M sold.

  • 69 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q2 2021, up from 65 in Q1 2021.
  • Funds reported $138M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q2 2021, up 0.27% quarter-over-quarter.
  • 12 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q2 2021 and 6 closed out, a net change of +6 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q2 2021 was Sound Financial Strategies Group, an estimated $3.29M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q2 2021 was Freedom Investment Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2021.