We are live on ! Find out more
PIE icon

Invesco Dorsey Wright Emerging Markets Momentum ETF

68 hedge funds and large institutions have $121M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 6968 (-1)

1.85% less ownership

Funds ownership: 59.7%57.85% (-1.9%)

12% less capital invested

Capital invested by funds: $138M → $121M (-$17M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
31
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$190K -$1.78K -69 -0.9%
SPIA
52
Steward Partners Investment Advisory
New York
$116K
CWC
53
Carolinas Wealth Consulting
North Carolina
$97K -$18.4K -710 -15%
FFA
54
Founders Financial Alliance
North Carolina
$66K +$27.2K +1,052 +63%
MIM
55
MTM Investment Management
South Carolina
$53K
APA
56
American Portfolios Advisors
New York
$43.2K -$5.66K -219 -11%
CFD
57
Creative Financial Designs
Indiana
$28K +$20.1K +777 +218%
FA
58
Fortis Advisors
Pennsylvania
$27K -$285K -11,024 -91%
DWP
59
Destiny Wealth Partners
Florida
$23K +$24.8K +960 New
AP
60
Advisors Preferred
Maryland
$19K +$20.6K +796 New
TWM
61
Tradition Wealth Management
Minnesota
$19K +$20.7K +800 New
GWM
62
Geneos Wealth Management
Colorado
$15K
PFBT
63
Parkside Financial Bank & Trust
Missouri
$15K +$26 +1 +0.2%
DWMG
64
DB Wealth Management Group
California
$15K +$9.8K +379 +171%
GPA
65
Guidance Point Advisors
Massachusetts
$10K +$10.7K +415 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$8K +$52 +2 +0.6%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$2.43K +$2.58K +100 New
WQ
68
Wealth Quarterback
New Jersey
$2K +$26 +1 +2%
SFSG
69
Sound Financial Strategies Group
Mississippi
-$3.54M -129,616 Closed
CRI
70
Colonial River Investments
Virginia
-$1.49M -54,386 Closed
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
-$696K -25,446 Closed
Truist Financial
72
Truist Financial
North Carolina
-$256K -9,366 Closed
IFWM
73
Institute for Wealth Management
Colorado
-$214K -7,811 Closed
OC
74
Oppenheimer & Co
New York
-$211K -7,708 Closed
WP
75
WealthShield Partners
North Carolina
-$158K -5,777 Closed

PIE Hedge Fund Activity: Q3 2021 in Review

68 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q3 2021, worth a combined $121M — down 12% from $138M a quarter earlier.

Fund positioning in PIE was balanced in Q3 2021: 10 funds opened new positions, 10 closed out, 31 added to existing stakes and 21 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.58M. The largest seller was Wells Fargo, cutting an estimated $4.52M.

  • 68 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q3 2021, down from 69 in Q2 2021.
  • Funds reported $121M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q3 2021, down 12% quarter-over-quarter.
  • 10 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q3 2021 and 10 closed out, a net change of 0 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q3 2021 was Cetera Investment Advisers, an estimated $2.58M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q3 2021 was Wells Fargo, an estimated $4.52M sold.

Based on aggregated 13F filings for Q3 2021.