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Invesco Dorsey Wright Emerging Markets Momentum ETF

67 hedge funds and large institutions have $96.6M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

20% more funds holding

Funds holding: 5667 (+11)

0.27% more ownership

Funds ownership: 56.25%56.52% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

24% less capital invested

Capital invested by funds: $126M → $96.6M (-$29.8M)

Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
19
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
51
Parkside Financial Bank & Trust
Missouri
$26K +$114 +7 +0.4%
UBS AM
52
UBS AM
Illinois
$22.9K +$23.9K +1,470 New
Toronto Dominion Bank
53
Toronto Dominion Bank
Ontario, Canada
$15K +$15.6K +961 New
APA
54
American Portfolios Advisors
New York
$14K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$13K +$13.4K +823 New
BFEC
56
Benjamin F. Edwards & Company
Missouri
$11K
GWM
57
Geneos Wealth Management
Colorado
$10K
ASN
58
Advisory Services Network
Georgia
$9K -$5.46K -336 -38%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$6K
WP
60
WealthShield Partners
North Carolina
$6K
WF
61
WealthTrust Fairport
Ohio
$5K -$43.1K -2,650 -89%
CAC
62
Certified Advisory Corp
Florida
$5K
EWM
63
Elmwood Wealth Management
California
$3K +$3.3K +203 New
WAM
64
Wealthspire Advisors (Maryland)
Maryland
$1K
NA
65
NewEdge Advisors
Louisiana
$158 +$165K +10,141 New
CAI
66
Capital Advisors Inc
Oklahoma
-$2.22M -125,110 Closed
SBL
67
Sargent Bickham Lagudis
Colorado
-$1.54M -86,859 Closed
SG
68
Strid Group
Pennsylvania
-$968K -54,461 Closed
BTS
69
BB&T Securities
Virginia
-$280K -15,778 Closed
GFPC
70
Global Financial Private Capital
Florida
-$190K -10,664 Closed
IF
71
Ironwood Financial
Arizona
-$30K -1,665 Closed
SPIA
72
Steward Partners Investment Advisory
New York
-$27K -1,500 Closed
Fidelity Investments
73
Fidelity Investments
Massachusetts
-$98 -6 -86%

PIE Hedge Fund Activity: Q4 2018 in Review

67 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q4 2018, worth a combined $96.6M — down 24% from $126M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PIE positions and 7 closed out — a net gain of 11 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $3.79M. The largest seller was Bank of America, cutting an estimated $12.5M.

  • 67 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q4 2018, up from 56 in Q3 2018.
  • Funds reported $96.6M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q4 2018, down 24% quarter-over-quarter.
  • 18 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q4 2018 and 7 closed out, a net change of +11 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q4 2018 was Carson Wealth (CWM LLC), an estimated $3.79M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q4 2018 was Bank of America, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2018.