Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
58 hedge funds and large institutions have $117M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 1 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
29% more funds holding
Funds holding: 45 → 58 (+13)
15% more capital invested
Capital invested by funds: $102M → $117M (+$15M)
1.71% more ownership
Funds ownership: 50.67% → 52.38% (+1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.84M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.77M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.46M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$962K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$617K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.42M |
| 2 |
Morgan Stanley
New York
|
-$1.15M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$824K |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$599K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$487K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAP
51
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $8K | – | – | – |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| $8K | +$7.83K | +394 | New |
|
53
CIBC Private Wealth Group
Atlanta,
Georgia
| $5K | +$4.89K | +246 | New |
|
|
WEC
54
Winslow Evans & Crocker
Boston,
Massachusetts
| $2.57K | – | – | – |
|
|
WAM
55
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $2K | – | – | – |
|
|
LA
56
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| $2K | +$2.39K | +120 | New |
|
|
THWM
57
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $2K | +$2.41K | +121 | New |
|
|
58
Ameriprise
Minneapolis,
Minnesota
| – | -$487K | -25,659 | Closed |
|
PIE Hedge Fund Activity: Q4 2017 in Review
58 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q4 2017, worth a combined $117M — up 15% from $102M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PIE positions and 1 closed out — a net gain of 13 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $1.84M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.42M.
- 58 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q4 2017, up from 45 in Q3 2017.
- Funds reported $117M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q4 2017, up 15% quarter-over-quarter.
- 14 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q4 2017 and 1 closed out, a net change of +13 holders.
- The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q4 2017 was Bank of America, an estimated $1.84M added.
- The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q4 2017 was Cambridge Investment Research Advisors, an estimated $1.42M sold.
Based on aggregated 13F filings for Q4 2017.