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Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE

61 hedge funds and large institutions have $81.9M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 63 → 61 (-2)

5.05% less ownership

Funds ownership: 67.97% → 62.92% (-5.1%)

9% less capital invested

Capital invested by funds: $90.3M → $81.9M (-$8.39M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
25
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$4.37M
2
Jane Street
Jane Street
New York
+$2.29M
3
MHS
M Holdings Securities
Oregon
+$1.23M
4
Citadel Advisors
Citadel Advisors
Florida
+$829K
5
MWM
Maltin Wealth Management
New Jersey
+$409K

Top Sellers

Rank Fund Capital Flow
1
NC
NewSquare Capital
Pennsylvania
-$10.5M
2
Morgan Stanley
Morgan Stanley
New York
-$4.85M
3
NA
NewEdge Advisors
Louisiana
-$3.08M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.75M
5
AAS
Avantax Advisory Services
Texas
-$940K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$473K -$516K -25,816 -53%
OIA
27
OneDigital Investment Advisors
Kansas
$441K – – –
EWA
28
EP Wealth Advisors
California
$422K +$14K +702 +4%
MML Investors Services
29
MML Investors Services
Massachusetts
$419K +$9.98K +499 +3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$351K -$20.6K -1,030 -6%
PI
31
PFG Investments
New York
$298K -$603K -30,124 -68%
PAG
32
Private Advisor Group
New Jersey
$298K +$64K +3,202 +29%
IWM
33
IHT Wealth Management
Illinois
$294K +$18K +898 +7%
LCM
34
Lunt Capital Management
Utah
$288K +$12.2K +608 +5%
Osaic Holdings
35
Osaic Holdings
Arizona
$274K -$64.3K -3,216 -20%
EH
36
Equitable Holdings
New York
$272K +$45K +2,252 +21%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$243K -$1.75M -87,631 -88%
Citigroup
38
Citigroup
New York
$238K +$8.82K +441 +4%
CWC
39
Carolinas Wealth Consulting
North Carolina
$180K +$86.6K +4,327 +101%
EBA
40
Eagle Bay Advisors
New York
$154K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$145K +$139K +6,938 New
UB
42
UMB Bank
Missouri
$102K – – –
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$91.3K – – –
William Blair & Company
44
William Blair & Company
Illinois
$85.4K -$57.6K -2,879 -41%
Comerica Bank
45
Comerica Bank
Texas
$60.6K – – –
FFA
46
Founders Financial Alliance
North Carolina
$56.9K – – –
MWM
47
MGB Wealth Management
Texas
$52.1K – – –
AWM
48
Avior Wealth Management
Nebraska
$48.1K +$46.2K +2,308 New
FWP
49
FAS Wealth Partners
Kansas
$27.6K – – –
DFA
50
DHJJ Financial Advisors
Illinois
$22.9K +$20 +1 +0.1%
1
2
3

PIE Hedge Fund Activity: Q1 2024 in Review

61 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q1 2024, worth a combined $81.9M — down 9.3% from $90.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PIE and 4 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 25 added.

The largest buyer was Old Mission Capital, adding an estimated $4.37M. The largest seller was NewSquare Capital, cutting an estimated $10.5M.

  • 61 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q1 2024, down from 63 in Q4 2023.
  • Funds reported $81.9M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q1 2024, down 9.3% quarter-over-quarter.
  • 4 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q1 2024 and 6 closed out, a net change of -2 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q1 2024 was Old Mission Capital, an estimated $4.37M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q1 2024 was NewSquare Capital, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2024.