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Invesco Dorsey Wright Emerging Markets Momentum ETF

66 hedge funds and large institutions have $104M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

18% more capital invested

Capital invested by funds: $88.1M → $104M (+$15.6M)

4.65% more ownership

Funds ownership: 60.95%65.59% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 6966 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
28
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
Monument Capital Management
Virginia
$706K -$132K -7,134 -16%
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$703K
MWM
28
MorganRosel Wealth Management
Colorado
$570K -$32.9K -1,781 -5%
Bank of America
29
Bank of America
North Carolina
$524K +$20.3K +1,097 +4%
OIA
30
OneDigital Investment Advisors
Kansas
$512K +$23.7K +1,284 +5%
Osaic Holdings
31
Osaic Holdings
Arizona
$511K -$102K -5,516 -17%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$450K +$29.7K +1,607 +7%
Citigroup
33
Citigroup
New York
$321K -$148 -8 -0%
EWA
34
EP Wealth Advisors
California
$306K +$4.32K +234 +1%
CA
35
Cetera Advisors
Colorado
$282K +$281K +15,231 New
PAG
36
Private Advisor Group
New Jersey
$229K -$51.3K -2,779 -18%
KAS
37
Kestra Advisory Services
Texas
$227K +$609 +33 +0.3%
DWP
38
Daymark Wealth Partners
Ohio
$226K +$225K +12,191 New
NFG
39
Nations Financial Group
Iowa
$218K
William Blair & Company
40
William Blair & Company
Illinois
$209K +$13.2K +714 +7%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$207K +$206K +11,181 New
EBA
42
Eagle Bay Advisors
New York
$137K
BFEC
43
Benjamin F. Edwards & Company
Missouri
$118K -$683 -37 -0.6%
UB
44
UMB Bank
Missouri
$90.6K
LSA
45
Lansing Street Advisors
Pennsylvania
$85K +$277 +15 +0.3%
CWC
46
Carolinas Wealth Consulting
North Carolina
$77.7K +$258 +14 +0.3%
AIM
47
Anchor Investment Management
South Carolina
$75.1K +$74.9K +4,055 New
FFA
48
Founders Financial Alliance
North Carolina
$48.1K -$2.6K -141 -5%
BAM
49
Belpointe Asset Management
Nevada
$42.8K -$97.8K -5,297 -70%
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$37.4K -$55 -3 -0.1%

PIE Hedge Fund Activity: Q1 2023 in Review

66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q1 2023, worth a combined $104M — up 18% from $88.1M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PIE and 9 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 28 added.

The largest buyer was Jane Street, adding an estimated $4.69M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.63M.

  • 66 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q1 2023, down from 69 in Q4 2022.
  • Funds reported $104M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q1 2023, up 18% quarter-over-quarter.
  • 9 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q1 2023 and 12 closed out, a net change of -3 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q1 2023 was Jane Street, an estimated $4.69M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $1.63M sold.

Based on aggregated 13F filings for Q1 2023.