We are live on ! Find out more
PIE icon

Invesco Dorsey Wright Emerging Markets Momentum ETF

67 hedge funds and large institutions have $96.6M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

20% more funds holding

Funds holding: 5667 (+11)

0.27% more ownership

Funds ownership: 56.25%56.52% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

24% less capital invested

Capital invested by funds: $126M → $96.6M (-$29.8M)

Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
19
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$12.7M -$3.2M -196,671 -19%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$9.41M +$3.79M +233,090 +63%
BCI
3
Brinker Capital Investments
Pennsylvania
$7.52M +$2.32M +142,913 +42%
SFI
4
SPC Financial Inc
Maryland
$5.98M -$687K -42,245 -10%
NC
5
NewSquare Capital
Pennsylvania
$5.01M +$138K +8,475 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.68M +$206K +12,697 +4%
UBS Group
7
UBS Group
Switzerland
$4.56M -$6.12M -376,711 -56%
Morgan Stanley
8
Morgan Stanley
New York
$4.51M -$593K -36,482 -11%
Invesco
9
Invesco
Georgia
$4.29M -$1.66M -102,204 -27%
Bank of America
10
Bank of America
North Carolina
$3.84M -$12.5M -768,143 -76%
RJA
11
Raymond James & Associates
Florida
$3.42M +$67.6K +4,160 +2%
Jane Street
12
Jane Street
New York
$3.34M +$3.3M +203,055 +1,750%
Citadel Advisors
13
Citadel Advisors
Florida
$3.12M +$908K +55,857 +39%
MCM
14
Monument Capital Management
Virginia
$3.02M +$409K +25,193 +15%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$1.88M -$836K -51,427 -30%
PFS
16
Prospera Financial Services
Texas
$1.8M -$174K -10,730 -9%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.64M +$85.2K +5,241 +5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.55M -$55.9K -3,439 -3%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.37M +$841K +51,717 +143%
FA
20
Fortis Advisors
Pennsylvania
$1.23M -$870K -53,496 -40%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.08M -$112K -6,885 -9%
MWM
22
MorganRosel Wealth Management
Colorado
$1.05M +$1.1M +67,767 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$873K +$912K +56,110 New
RCG
24
Ruggie Capital Group
Florida
$817K +$723K +44,472 +555%
KWM
25
Kingsview Wealth Management
Oregon
$699K +$261K +16,078 +56%

PIE Hedge Fund Activity: Q4 2018 in Review

67 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q4 2018, worth a combined $96.6M — down 24% from $126M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PIE positions and 7 closed out — a net gain of 11 holders — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $3.79M. The largest seller was Bank of America, cutting an estimated $12.5M.

  • 67 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q4 2018, up from 56 in Q3 2018.
  • Funds reported $96.6M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q4 2018, down 24% quarter-over-quarter.
  • 18 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q4 2018 and 7 closed out, a net change of +11 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q4 2018 was Carson Wealth (CWM LLC), an estimated $3.79M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q4 2018 was Bank of America, an estimated $12.5M sold.

Based on aggregated 13F filings for Q4 2018.