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Invesco Dorsey Wright Emerging Markets Momentum ETF

59 hedge funds and large institutions have $102M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 9

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more capital invested

Capital invested by funds: $77.3M → $102M (+$24.8M)

11% more funds holding

Funds holding: 5359 (+6)

2.14% more ownership

Funds ownership: 46.09%48.23% (+2.1%)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
29
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$20.8M +$4.54M +216,967 +31%
GA
2
Gateway Advisory
New Jersey
$10.2M +$240K +11,488 +3%
Morgan Stanley
3
Morgan Stanley
New York
$6.25M +$545K +26,047 +11%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.29M -$5.59M -267,566 -54%
UBS Group
5
UBS Group
Switzerland
$5.25M +$850K +40,664 +22%
NC
6
NewSquare Capital
Pennsylvania
$4.84M +$1.62M +77,350 +58%
MWM
7
MorganRosel Wealth Management
Colorado
$4.29M +$87.1K +4,164 +2%
MWM
8
Maltin Wealth Management
New Jersey
$3.78M -$125K -5,955 -3%
RJA
9
Raymond James & Associates
Florida
$3.61M -$496K -23,701 -13%
LPL Financial
10
LPL Financial
California
$3.58M +$2.5M +119,461 +321%
MCM
11
Monument Capital Management
Virginia
$3.52M -$39.4K -1,885 -1%
PFS
12
Prospera Financial Services
Texas
$3.46M +$3.05M +145,770 +2,611%
RA
13
RiverTree Advisors
Florida
$2.82M +$2.58M +123,415 New
GWM
14
Geneos Wealth Management
Colorado
$2.43M +$251K +11,994 +14%
Bank of America
15
Bank of America
North Carolina
$2.13M +$362K +17,299 +23%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.11M +$183K +8,730 +10%
HFG
17
Heron Financial Group
New York
$1.94M +$397 +19 +0%
Stifel Financial
18
Stifel Financial
Missouri
$1.72M +$332K +15,882 +27%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.58M +$191K +9,152 +15%
VWA
20
V Wealth Advisors
Kansas
$1.18M +$1.08M +51,444 New
KWM
21
Kingsview Wealth Management
Oregon
$1.13M -$1.13K -54 -0.1%
BCM
22
Barometer Capital Management
Ontario, Canada
$967K +$171K +8,200 +24%
EWA
23
EP Wealth Advisors
California
$961K -$18.3K -875 -2%
OIA
24
OneDigital Investment Advisors
Kansas
$877K +$802K +38,350 New
Truist Financial
25
Truist Financial
North Carolina
$808K -$43.4K -2,075 -6%

PIE Hedge Fund Activity: Q4 2020 in Review

59 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q4 2020, worth a combined $102M — up 32% from $77.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PIE positions and 9 closed out — a net gain of 6 holders — while 29 added to existing stakes and 9 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.54M. The largest seller was Royal Bank of Canada, cutting an estimated $5.59M.

  • 59 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q4 2020, up from 53 in Q3 2020.
  • Funds reported $102M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q4 2020, up 32% quarter-over-quarter.
  • 15 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q4 2020 and 9 closed out, a net change of +6 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q4 2020 was Wells Fargo, an estimated $4.54M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $5.59M sold.

Based on aggregated 13F filings for Q4 2020.