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Invesco Dorsey Wright Emerging Markets Momentum ETF

69 hedge funds and large institutions have $138M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12.01% more ownership

Funds ownership: 47.69%59.7% (+12%)

6% more funds holding

Funds holding: 6569 (+4)

0% more capital invested

Capital invested by funds: $138M → $138M (+$366K)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
12
Increased
21
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthShield Partners
North Carolina
$158K +$136K +5,377 +1,344%
BAM
52
Belpointe Asset Management
Nevada
$145K
SPIA
53
Steward Partners Investment Advisory
New York
$131K
CWC
54
Carolinas Wealth Consulting
North Carolina
$129K +$51 +2 +0%
CF
55
Centaurus Financial
California
$109K +$101K +4,000 New
MIM
56
MTM Investment Management
South Carolina
$60K
APA
57
American Portfolios Advisors
New York
$54.6K
FFA
58
Founders Financial Alliance
North Carolina
$46K
GWM
59
Geneos Wealth Management
Colorado
$18K -$2.45M -96,829 -99%
PFBT
60
Parkside Financial Bank & Trust
Missouri
$17K -$5.22K -206 -24%
CFD
61
Creative Financial Designs
Indiana
$10K +$9.05K +357 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$9K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$9K +$25 +1 +0.3%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$9K +$8.16K +322 New
DWMG
65
DB Wealth Management Group
California
$6K +$684 +27 +14%
Barclays
66
Barclays
United Kingdom
$6K +$5.22K +206 New
WQ
67
Wealth Quarterback
New Jersey
$2K +$1.34K +53 New
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$1K
FIM
69
Freedom Investment Management
Connecticut
-$14.7M -610,460 Closed
Jane Street
70
Jane Street
New York
-$238K -9,897 Closed
HI
71
Harbour Investments
Wisconsin
-$172K -7,181 Closed
DWP
72
Destiny Wealth Partners
Florida
-$51K -2,137 Closed
SQA
73
Simon Quick Advisors
New Jersey
-$48K -2,004 Closed
WAP
74
Wealthcare Advisory Partners
Pennsylvania
-$7K -275 Closed
Fidelity Investments
75
Fidelity Investments
Massachusetts
+$25 +1 New

PIE Hedge Fund Activity: Q2 2021 in Review

69 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q2 2021, worth a combined $138M — up 0.27% from $138M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PIE positions and 6 closed out — a net gain of 6 holders — while 21 added to existing stakes and 26 trimmed.

The largest buyer was Sound Financial Strategies Group, opening a new position worth an estimated $3.29M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $14.7M sold.

  • 69 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q2 2021, up from 65 in Q1 2021.
  • Funds reported $138M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q2 2021, up 0.27% quarter-over-quarter.
  • 12 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q2 2021 and 6 closed out, a net change of +6 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q2 2021 was Sound Financial Strategies Group, an estimated $3.29M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q2 2021 was Freedom Investment Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2021.