We are live on ! Find out more
PIE icon

Invesco Dorsey Wright Emerging Markets Momentum ETF

58 hedge funds and large institutions have $158M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 12

35% more capital invested

Capital invested by funds: $117M → $158M (+$40.9M)

3.9% more ownership

Funds ownership: 52.38%56.28% (+3.9%)

0% more funds holding

Funds holding: 5858 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
30
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$20.9M +$12.9M +603,843 +163%
Wells Fargo
2
Wells Fargo
California
$20.8M +$2.53M +118,589 +14%
UBS Group
3
UBS Group
Switzerland
$18.5M +$2.37M +111,083 +15%
Morgan Stanley
4
Morgan Stanley
New York
$11.8M +$2.84M +132,965 +32%
BCI
5
Brinker Capital Investments
Pennsylvania
$7.45M -$651K -30,500 -8%
SFI
6
SPC Financial Inc
Maryland
$6.33M +$1.14M +53,215 +22%
NC
7
NewSquare Capital
Pennsylvania
$6.24M +$179K +8,393 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.15M +$911K +42,714 +18%
RJA
9
Raymond James & Associates
Florida
$5.9M +$992K +46,499 +20%
CIBC World Market
10
CIBC World Market
Ontario, Canada
$4.99M +$4.65M +217,991 +1,559%
Invesco
11
Invesco
Georgia
$4.23M +$1.06M +49,902 +34%
PFS
12
Prospera Financial Services
Texas
$4.11M +$174K +8,134 +4%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$3.99M +$87.7K +4,111 +2%
LPL Financial
14
LPL Financial
California
$3.47M +$243K +11,380 +8%
FA
15
Fortis Advisors
Pennsylvania
$3.07M +$1.42M +66,455 +87%
CAI
16
Capital Advisors Inc
Oklahoma
$2.79M +$782K +36,650 +39%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.71M +$163K +7,630 +6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.67M +$1.73M +81,225 +188%
BIA
19
Biondo Investment Advisors
Pennsylvania
$2.51M +$111K +5,186 +5%
FHC
20
First Heartland Consultants
Missouri
$2.29M +$160K +7,498 +8%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.1M +$870K +40,798 +72%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$2.07M -$31K -1,453 -1%
Stifel Financial
23
Stifel Financial
Missouri
$2M +$22.1K +1,035 +1%
SG
24
Strid Group
Pennsylvania
$1.26M -$149K -7,000 -11%
Citigroup
25
Citigroup
New York
$1.2M +$523K +24,492 +79%

PIE Hedge Fund Activity: Q1 2018 in Review

58 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q1 2018, worth a combined $158M — up 35% from $117M a quarter earlier.

Fund positioning in PIE was balanced in Q1 2018: 7 funds opened new positions, 7 closed out, 30 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $12.9M. The largest seller was Brinker Capital Investments, cutting an estimated $651K.

  • 58 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $158M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q1 2018, up 35% quarter-over-quarter.
  • 7 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q1 2018 and 7 closed out, a net change of 0 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q1 2018 was Bank of America, an estimated $12.9M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q1 2018 was Brinker Capital Investments, an estimated $651K sold.

Based on aggregated 13F filings for Q1 2018.