We are live on ! Find out more
PIE icon

Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE

61 hedge funds and large institutions have $81.9M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 63 → 61 (-2)

5.05% less ownership

Funds ownership: 67.97% → 62.92% (-5.1%)

9% less capital invested

Capital invested by funds: $90.3M → $81.9M (-$8.39M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
25
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$4.37M
2
Jane Street
Jane Street
New York
+$2.29M
3
MHS
M Holdings Securities
Oregon
+$1.23M
4
Citadel Advisors
Citadel Advisors
Florida
+$829K
5
MWM
Maltin Wealth Management
New Jersey
+$409K

Top Sellers

Rank Fund Capital Flow
1
NC
NewSquare Capital
Pennsylvania
-$10.5M
2
Morgan Stanley
Morgan Stanley
New York
-$4.85M
3
NA
NewEdge Advisors
Louisiana
-$3.08M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.75M
5
AAS
Avantax Advisory Services
Texas
-$940K
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
51
NBC Securities
Alabama
$21K – – –
Bessemer Group
52
Bessemer Group
New Jersey
$19K – – –
CT
53
Colonial Trust
South Carolina
$11.6K – – –
Qube Research & Technologies (QRT)
54
Qube Research & Technologies (QRT)
United Kingdom
$10.5K – – –
RFA
55
Register Financial Advisors
Georgia
$10.3K +$20 +1 +0.2%
CPG
56
Custom Portfolio Group
Colorado
$7.39K – – –
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
HWP
58
Highline Wealth Partners
California
$4.17K +$4K +200 New
TRCT
59
Tower Research Capital (TRC)
New York
$3.17K +$3.04K +152 New
NA
60
NewEdge Advisors
Louisiana
$2.76K -$3.08M -153,807 -100%
KFS
61
Kelly Financial Services
Massachusetts
$561 -$3.76K -188 -87%
KAS
62
Kestra Advisory Services
Texas
– -$237K -12,049 Closed
NFG
63
Nations Financial Group
Iowa
– -$217K -11,000 Closed
BWM
64
BKM Wealth Management
Wisconsin
– -$15K -760 Closed
GI
65
Gradient Investments
Minnesota
– -$4.02K -204 Closed
Bank of America
66
Bank of America
North Carolina
– -$28 -1 Closed
Fidelity Investments
67
Fidelity Investments
Massachusetts
– -$20 -1 Closed
1 2
3

PIE Hedge Fund Activity: Q1 2024 in Review

61 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q1 2024, worth a combined $81.9M — down 9.3% from $90.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PIE and 4 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 25 added.

The largest buyer was Old Mission Capital, adding an estimated $4.37M. The largest seller was NewSquare Capital, cutting an estimated $10.5M.

  • 61 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q1 2024, down from 63 in Q4 2023.
  • Funds reported $81.9M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q1 2024, down 9.3% quarter-over-quarter.
  • 4 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q1 2024 and 6 closed out, a net change of -2 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q1 2024 was Old Mission Capital, an estimated $4.37M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q1 2024 was NewSquare Capital, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2024.