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Invesco Dorsey Wright Emerging Markets Momentum ETF

53 hedge funds and large institutions have $77.3M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

38% more capital invested

Capital invested by funds: $55.9M → $77.3M (+$21.4M)

8% more funds holding

Funds holding: 4953 (+4)

0.19% more ownership

Funds ownership: 45.9%46.09% (+0.19%)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
22
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$13.3M +$3.99M +203,845 +42%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.61M +$6.16M +314,514 +171%
GA
3
Gateway Advisory
New Jersey
$8.34M +$8.47M +432,757 New
Morgan Stanley
4
Morgan Stanley
New York
$4.76M +$1.17M +59,658 +32%
UBS Group
5
UBS Group
Switzerland
$3.64M -$2.41M -123,244 -40%
MWM
6
MorganRosel Wealth Management
Colorado
$3.54M +$2.63M +134,106 +271%
RJA
7
Raymond James & Associates
Florida
$3.5M +$142K +7,239 +4%
MWM
8
Maltin Wealth Management
New Jersey
$3.3M -$56.4K -2,882 -2%
MCM
9
Monument Capital Management
Virginia
$3M -$566K -28,937 -16%
NC
10
NewSquare Capital
Pennsylvania
$2.59M -$784K -40,061 -23%
Citadel Advisors
11
Citadel Advisors
Florida
$2.26M +$502K +25,628 +28%
GWM
12
Geneos Wealth Management
Colorado
$1.68M +$3.27K +167 +0.2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.61M +$482K +24,598 +42%
HFG
14
Heron Financial Group
New York
$1.6M -$20.8K -1,062 -1%
Bank of America
15
Bank of America
North Carolina
$1.46M -$15.9K -813 -1%
Invesco
16
Invesco
Georgia
$1.17M +$1.19M +60,775 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.16M -$74.3K -3,796 -6%
Stifel Financial
18
Stifel Financial
Missouri
$1.14M +$16.6K +846 +1%
KWM
19
Kingsview Wealth Management
Oregon
$957K -$62.5K -3,191 -6%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$854K +$534K +27,295 +161%
EWA
21
EP Wealth Advisors
California
$827K +$12.1K +620 +1%
Truist Financial
22
Truist Financial
North Carolina
$721K +$732K +37,418 New
LPL Financial
23
LPL Financial
California
$718K +$171K +8,748 +31%
BCM
24
Barometer Capital Management
Ontario, Canada
$657K -$1.55M -79,175 -70%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$478K -$111K -5,657 -19%

PIE Hedge Fund Activity: Q3 2020 in Review

53 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q3 2020, worth a combined $77.3M — up 38% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PIE positions and 6 closed out — a net gain of 4 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Gateway Advisory, opening a new position worth an estimated $8.47M. The largest seller was Prospera Financial Services, cutting an estimated $3.42M.

  • 53 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q3 2020, up from 49 in Q2 2020.
  • Funds reported $77.3M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q3 2020, up 38% quarter-over-quarter.
  • 10 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q3 2020 and 6 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q3 2020 was Gateway Advisory, an estimated $8.47M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q3 2020 was Prospera Financial Services, an estimated $3.42M sold.

Based on aggregated 13F filings for Q3 2020.