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Invesco Dorsey Wright Emerging Markets Momentum ETF

73 hedge funds and large institutions have $121M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

7% more funds holding

Funds holding: 6873 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $121M → $121M (-$256K)

2.09% less ownership

Funds ownership: 57.85%55.75% (-2.1%)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
22
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
51
Belpointe Asset Management
Nevada
$203K
IFWM
52
Institute for Wealth Management
Colorado
$202K +$195K +7,811 New
UB
53
UMB Bank
Missouri
$126K +$122K +4,890 New
CWC
54
Carolinas Wealth Consulting
North Carolina
$104K +$573 +23 +0.6%
SPIA
55
Steward Partners Investment Advisory
New York
$103K -$19.4K -780 -16%
FFA
56
Founders Financial Alliance
North Carolina
$70K
MIM
57
MTM Investment Management
South Carolina
$56K
APA
58
American Portfolios Advisors
New York
$49.3K +$3.36K +135 +8%
CFD
59
Creative Financial Designs
Indiana
$33K +$3.36K +135 +12%
FA
60
Fortis Advisors
Pennsylvania
$29K +$174 +7 +0.6%
DWP
61
Destiny Wealth Partners
Florida
$25K
Bessemer Group
62
Bessemer Group
New Jersey
$23K +$22.4K +900 New
TWM
63
Tradition Wealth Management
Minnesota
$21K
PFBT
64
Parkside Financial Bank & Trust
Missouri
$16K +$50 +2 +0.3%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$16K +$15.4K +618 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$9K +$50 +2 +0.6%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.32K +334 New
NFG
68
Next Financial Group
Texas
$5K +$4.81K +193 New
CFCI
69
Comprehensive Financial Consultants Institutional
Indiana
$4K +$4.98K +200 New
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$2.58K
DWMG
71
DB Wealth Management Group
California
$2K -$12.7K -511 -85%
MCC
72
Money Concepts Capital
Florida
$2K +$1.99K +80 New
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
-$2.43M -99,953 Closed
RA
74
RiverTree Advisors
Florida
-$2.4M -98,693 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
-$853K -35,079 Closed

PIE Hedge Fund Activity: Q4 2021 in Review

73 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q4 2021, worth a combined $121M — down 0.21% from $121M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PIE positions and 10 closed out — a net gain of 6 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Savior LLC, opening a new position worth an estimated $4.23M. The largest seller was MorganRosel Wealth Management, cutting an estimated $4.62M.

  • 73 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q4 2021, up from 68 in Q3 2021.
  • Funds reported $121M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q4 2021, down 0.21% quarter-over-quarter.
  • 16 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q4 2021 and 10 closed out, a net change of +6 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q4 2021 was Savior LLC, an estimated $4.23M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q4 2021 was MorganRosel Wealth Management, an estimated $4.62M sold.

Based on aggregated 13F filings for Q4 2021.