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Invesco Dorsey Wright Emerging Markets Momentum ETF

65 hedge funds and large institutions have $138M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

35% more capital invested

Capital invested by funds: $102M → $138M (+$35.5M)

10% more funds holding

Funds holding: 5965 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

0.54% less ownership

Funds ownership: 48.23%47.69% (-0.54%)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
23
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$115K
CWC
52
Carolinas Wealth Consulting
North Carolina
$113K +$466 +19 +0.4%
MIM
53
MTM Investment Management
South Carolina
$52K
DWP
54
Destiny Wealth Partners
Florida
$51K
SQA
55
Simon Quick Advisors
New Jersey
$48K -$2.5K -102 -5%
APA
56
American Portfolios Advisors
New York
$47.9K
FFA
57
Founders Financial Alliance
North Carolina
$39K
PFBT
58
Parkside Financial Bank & Trust
Missouri
$20K +$74 +3 +0.4%
WP
59
WealthShield Partners
North Carolina
$10K +$9.82K +400 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$9K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$8K
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$7K +$6.75K +275 New
DWMG
63
DB Wealth Management Group
California
$5K +$4.76K +194 New
MCC
64
Money Concepts Capital
Florida
$2K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$1K -$116K -4,744 -99%
Bank Julius Baer & Co
66
Bank Julius Baer & Co
Switzerland
-$231K -10,101 Closed
OPW
67
Oxler Private Wealth
New York
-$41K -1,800 Closed
ASN
68
Advisory Services Network
Georgia
-$17K -745 Closed
AF
69
Allworth Financial
California
-$1K -47 Closed

PIE Hedge Fund Activity: Q1 2021 in Review

65 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q1 2021, worth a combined $138M — up 35% from $102M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PIE positions and 4 closed out — a net gain of 6 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $15M. The largest seller was Bank of America, cutting an estimated $802K.

  • 65 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q1 2021, up from 59 in Q4 2020.
  • Funds reported $138M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q1 2021, up 35% quarter-over-quarter.
  • 10 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q1 2021 and 4 closed out, a net change of +6 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q1 2021 was Freedom Investment Management, an estimated $15M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q1 2021 was Bank of America, an estimated $802K sold.

Based on aggregated 13F filings for Q1 2021.