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Invesco Dorsey Wright Emerging Markets Momentum ETF

64 hedge funds and large institutions have $107M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

19% more capital invested

Capital invested by funds: $90.5M → $107M (+$16.8M)

7% more funds holding

Funds holding: 6064 (+4)

0.13% more ownership

Funds ownership: 55.92%56.05% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
25
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$18.7M +$1.21M +65,298 +7%
SFI
2
SPC Financial Inc
Maryland
$8.94M -$325K -17,524 -4%
UBS Group
3
UBS Group
Switzerland
$8.37M -$66.1K -3,565 -0.8%
NC
4
NewSquare Capital
Pennsylvania
$6.24M +$104K +5,606 +2%
Bank of America
5
Bank of America
North Carolina
$5.17M +$2.45M +132,081 +96%
Morgan Stanley
6
Morgan Stanley
New York
$4.87M +$498K +26,856 +12%
RJA
7
Raymond James & Associates
Florida
$4.56M +$58.9K +3,175 +1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.51M -$2.64M -142,314 -38%
PFS
9
Prospera Financial Services
Texas
$4.23M +$457K +24,648 +13%
MCM
10
Monument Capital Management
Virginia
$3.8M -$13.7K -737 -0.4%
BCM
11
Barometer Capital Management
Ontario, Canada
$3.16M +$3.06M +165,000 New
Citadel Advisors
12
Citadel Advisors
Florida
$3.14M +$781K +42,089 +35%
MWM
13
Maltin Wealth Management
New Jersey
$3.1M +$3M +161,857 New
Baird Financial Group
14
Baird Financial Group
Wisconsin
$2.75M +$29.7K +1,600 +1%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.32M +$785K +42,327 +54%
Invesco
16
Invesco
Georgia
$1.96M -$170K -9,139 -8%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.94M +$81.7K +4,401 +5%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.9M +$115K +6,186 +7%
GWM
19
Geneos Wealth Management
Colorado
$1.78M -$39.3K -2,117 -2%
HFG
20
Heron Financial Group
New York
$1.65M +$1.61M +86,807 New
EWA
21
EP Wealth Advisors
California
$1.31M -$23.6K -1,270 -2%
MWM
22
MorganRosel Wealth Management
Colorado
$1.17M +$14.7K +793 +1%
Stifel Financial
23
Stifel Financial
Missouri
$1.14M +$134K +7,242 +14%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$984K +$9.69K +522 +1%
KWM
25
Kingsview Wealth Management
Oregon
$936K -$33.3K -1,796 -4%

PIE Hedge Fund Activity: Q4 2019 in Review

64 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q4 2019, worth a combined $107M — up 19% from $90.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PIE positions and 9 closed out — a net gain of 4 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was Barometer Capital Management, opening a new position worth an estimated $3.06M. The largest seller was Royal Bank of Canada, cutting an estimated $2.64M.

  • 64 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q4 2019, up from 60 in Q3 2019.
  • Funds reported $107M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 13 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q4 2019 and 9 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q4 2019 was Barometer Capital Management, an estimated $3.06M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $2.64M sold.

Based on aggregated 13F filings for Q4 2019.