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Invesco Dorsey Wright Emerging Markets Momentum ETF

65 hedge funds and large institutions have $77.1M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

5% more funds holding

Funds holding: 6265 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.05% less ownership

Funds ownership: 64.26%60.21% (-4.1%)

23% less capital invested

Capital invested by funds: $100M → $77.1M (-$23.1M)

33% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 27

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
18
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$646K -$147K -7,594 -18%
Osaic Holdings
27
Osaic Holdings
Arizona
$599K +$289K +14,962 +86%
MWM
28
MorganRosel Wealth Management
Colorado
$549K -$13.3K -686 -2%
LCM
29
Lunt Capital Management
Utah
$513K +$535K +27,647 New
OIA
30
OneDigital Investment Advisors
Kansas
$500K -$13K -673 -2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$373K
EWA
32
EP Wealth Advisors
California
$363K +$244K +12,626 +182%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$276K -$820K -42,406 -74%
KAS
34
Kestra Advisory Services
Texas
$256K +$12.6K +651 +5%
PI
35
PFG Investments
New York
$251K -$632K -32,692 -71%
DWP
36
Daymark Wealth Partners
Ohio
$226K
MCM
37
Monument Capital Management
Virginia
$224K -$59.7K -3,088 -20%
Citigroup
38
Citigroup
New York
$212K +$4.18K +216 +2%
NFG
39
Nations Financial Group
Iowa
$209K -$9.67K -500 -4%
IWM
40
IHT Wealth Management
Illinois
$198K +$206K +10,667 New
EH
41
Equitable Holdings
New York
$193K +$201K +10,405 New
Bank of America
42
Bank of America
North Carolina
$186K -$575K -29,747 -75%
EBA
43
Eagle Bay Advisors
New York
$137K
William Blair & Company
44
William Blair & Company
Illinois
$130K -$9.67K -500 -7%
UB
45
UMB Bank
Missouri
$90.7K
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$85.6K -$1.86K -96 -2%
CWC
47
Carolinas Wealth Consulting
North Carolina
$74.6K +$1.28K +66 +2%
RIA
48
Realta Investment Advisors
Delaware
$66.8K
Comerica Bank
49
Comerica Bank
Texas
$54K +$56.3K +2,910 New
FFA
50
Founders Financial Alliance
North Carolina
$50.7K

PIE Hedge Fund Activity: Q3 2023 in Review

65 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q3 2023, worth a combined $77.1M — down 23% from $100M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PIE positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 27 trimmed.

The largest buyer was M Holdings Securities, adding an estimated $2.12M. The largest seller was NewSquare Capital, cutting an estimated $10.3M.

  • 65 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q3 2023, up from 62 in Q2 2023.
  • Funds reported $77.1M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q3 2023, down 23% quarter-over-quarter.
  • 9 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q3 2023 and 4 closed out, a net change of +5 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q3 2023 was M Holdings Securities, an estimated $2.12M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q3 2023 was NewSquare Capital, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2023.