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Invesco Dorsey Wright Emerging Markets Momentum ETF

65 hedge funds and large institutions have $138M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

35% more capital invested

Capital invested by funds: $102M → $138M (+$35.5M)

10% more funds holding

Funds holding: 5965 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

0.54% less ownership

Funds ownership: 48.23%47.69% (-0.54%)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
23
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$27.8M +$6.17M +251,231 +28%
FIM
2
Freedom Investment Management
Connecticut
$14.7M +$15M +610,460 New
GA
3
Gateway Advisory
New Jersey
$10.4M -$310K -12,648 -3%
UBS Group
4
UBS Group
Switzerland
$7.82M +$2.36M +96,191 +42%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.97M +$435K +17,727 +8%
Morgan Stanley
6
Morgan Stanley
New York
$5.84M -$735K -29,942 -11%
MWM
7
MorganRosel Wealth Management
Colorado
$4.95M +$452K +18,408 +10%
NC
8
NewSquare Capital
Pennsylvania
$4.74M -$349K -14,204 -7%
LPL Financial
9
LPL Financial
California
$4.65M +$909K +37,030 +24%
RJA
10
Raymond James & Associates
Florida
$4.17M +$394K +16,059 +10%
MWM
11
Maltin Wealth Management
New Jersey
$4.09M +$121K +4,944 +3%
MCM
12
Monument Capital Management
Virginia
$3.63M -$70K -2,852 -2%
PFS
13
Prospera Financial Services
Texas
$3.57M -$62.4K -2,542 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.03M +$832K +33,896 +37%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.86M +$1.23M +50,024 +72%
RA
16
RiverTree Advisors
Florida
$2.62M -$356K -14,503 -12%
GWM
17
Geneos Wealth Management
Colorado
$2.52M -$65.4K -2,663 -3%
HFG
18
Heron Financial Group
New York
$1.94M -$50.2K -2,044 -2%
Stifel Financial
19
Stifel Financial
Missouri
$1.81M +$8.07K +329 +0.4%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.7M +$1.74M +70,701 New
BCM
21
Barometer Capital Management
Ontario, Canada
$1.61M +$611K +24,900 +59%
Citadel Advisors
22
Citadel Advisors
Florida
$1.48M +$1.51M +61,492 New
Bank of America
23
Bank of America
North Carolina
$1.45M -$802K -32,670 -35%
CRI
24
Colonial River Investments
Virginia
$1.33M +$21.6K +880 +2%
KWM
25
Kingsview Wealth Management
Oregon
$1.11M -$93.2K -3,796 -8%

PIE Hedge Fund Activity: Q1 2021 in Review

65 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q1 2021, worth a combined $138M — up 35% from $102M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PIE positions and 4 closed out — a net gain of 6 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $15M. The largest seller was Bank of America, cutting an estimated $802K.

  • 65 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q1 2021, up from 59 in Q4 2020.
  • Funds reported $138M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q1 2021, up 35% quarter-over-quarter.
  • 10 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q1 2021 and 4 closed out, a net change of +6 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q1 2021 was Freedom Investment Management, an estimated $15M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q1 2021 was Bank of America, an estimated $802K sold.

Based on aggregated 13F filings for Q1 2021.