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Invesco Dorsey Wright Emerging Markets Momentum ETF

58 hedge funds and large institutions have $117M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

29% more funds holding

Funds holding: 4558 (+13)

15% more capital invested

Capital invested by funds: $102M → $117M (+$15M)

1.71% more ownership

Funds ownership: 50.67%52.38% (+1.7%)

Holders
58
Holders Change
+13
Holders Change %
+28.89%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
22
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$17.4M +$1.46M +73,590 +10%
UBS Group
2
UBS Group
Switzerland
$15.4M +$1.77M +89,010 +13%
Morgan Stanley
3
Morgan Stanley
New York
$8.55M -$1.15M -57,878 -12%
BCI
4
Brinker Capital Investments
Pennsylvania
$7.75M -$239K -12,000 -3%
Bank of America
5
Bank of America
North Carolina
$7.61M +$1.84M +92,699 +33%
NC
6
NewSquare Capital
Pennsylvania
$5.83M -$61.8K -3,106 -1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5M -$40.5K -2,036 -0.8%
SFI
8
SPC Financial Inc
Maryland
$4.95M +$498K +25,060 +12%
RJA
9
Raymond James & Associates
Florida
$4.69M +$570K +28,646 +14%
PFS
10
Prospera Financial Services
Texas
$3.94M -$293K -14,727 -7%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$3.73M +$92.5K +4,654 +3%
LPL Financial
12
LPL Financial
California
$3.08M -$47.7K -2,401 -2%
Invesco
13
Invesco
Georgia
$3.02M +$27.5K +1,381 +0.9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.44M +$171K +8,602 +8%
BIA
15
Biondo Investment Advisors
Pennsylvania
$2.29M -$81.9K -4,120 -4%
FHC
16
First Heartland Consultants
Missouri
$2.04M +$617K +31,014 +46%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$2.01M +$962K +48,386 +98%
CAI
18
Capital Advisors Inc
Oklahoma
$1.92M +$345K +17,352 +23%
Stifel Financial
19
Stifel Financial
Missouri
$1.9M +$269K +13,514 +17%
FA
20
Fortis Advisors
Pennsylvania
$1.57M +$356K +17,916 +31%
EWA
21
EP Wealth Advisors
California
$1.46M -$599K -30,140 -30%
SG
22
Strid Group
Pennsylvania
$1.35M
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.17M +$571K +28,710 +102%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$886K -$1.42M -71,518 -62%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$779K +$38.4K +1,930 +5%

PIE Hedge Fund Activity: Q4 2017 in Review

58 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q4 2017, worth a combined $117M — up 15% from $102M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PIE positions and 1 closed out — a net gain of 13 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Bank of America, adding an estimated $1.84M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.42M.

  • 58 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q4 2017, up from 45 in Q3 2017.
  • Funds reported $117M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q4 2017, up 15% quarter-over-quarter.
  • 14 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q4 2017 and 1 closed out, a net change of +13 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q4 2017 was Bank of America, an estimated $1.84M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q4 2017 was Cambridge Investment Research Advisors, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2017.