Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
59 hedge funds and large institutions have $244M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 9 reducing their positions, and 1 closing their positions.
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
244% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
39% more capital invested
Capital invested by funds: $176M → $244M (+$68.6M)
26% more funds holding
Funds holding: 47 → 59 (+12)
5.14% more ownership
Funds ownership: 54.42% → 59.56% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$14.5M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$11.1M |
| 3 |
Morgan Stanley
New York
|
+$10.3M |
| 4 |
Goldman Sachs
New York
|
+$7.47M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$6.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.72M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$904K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$195K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$57.1K |
| 5 |
B
Baird
Milwaukee,
Wisconsin
|
-$35.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACM
51
Antonetti Capital Management
Naples,
Florida
| $64K | -$3.48K | -181 | -5% |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $53K | +$54.9K | +2,858 | New |
|
|
NES
53
New England Securities
New York
| $49K | – | – | – |
|
|
TFA
54
Transamerica Financial Advisors
St. Petersburg,
Florida
| $46K | +$46.6K | +2,426 | New |
|
55
US Bancorp
Minneapolis,
Minnesota
| $37K | +$25.8K | +1,341 | +221% |
|
|
PAG
56
Private Advisor Group
Morristown,
New Jersey
| $34K | -$195K | -10,161 | -85% |
|
|
BRWM
57
B. Riley Wealth Management
Memphis,
Tennessee
| $11K | – | – | – |
|
|
WEC
58
Winslow Evans & Crocker
Boston,
Massachusetts
| $7.13K | – | – | – |
|
|
RIA
59
Regal Investment Advisors
Kentwood,
Michigan
| $1K | – | – | – |
|
|
BRWA
60
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$3.28K | -176 | Closed |
|
PIE Hedge Fund Activity: Q3 2014 in Review
59 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q3 2014, worth a combined $244M — up 39% from $176M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PIE positions and 1 closed out — a net gain of 12 holders — while 31 added to existing stakes and 9 trimmed.
The largest buyer was Stratos Wealth Partners, adding an estimated $14.5M. The largest seller was Bank of America, cutting an estimated $4.72M.
- 59 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q3 2014, up from 47 in Q2 2014.
- Funds reported $244M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q3 2014, up 39% quarter-over-quarter.
- 13 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q3 2014 and 1 closed out, a net change of +12 holders.
- The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q3 2014 was Stratos Wealth Partners, an estimated $14.5M added.
- The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q3 2014 was Bank of America, an estimated $4.72M sold.
Based on aggregated 13F filings for Q3 2014.