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Invesco Dorsey Wright Emerging Markets Momentum ETF

69 hedge funds and large institutions have $138M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

12.01% more ownership

Funds ownership: 47.69%59.7% (+12%)

6% more funds holding

Funds holding: 6569 (+4)

0% more capital invested

Capital invested by funds: $138M → $138M (+$366K)

19% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 26

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
1.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
12
Increased
21
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$32.1M +$379K +14,958 +1%
GA
2
Gateway Advisory
New Jersey
$11.9M +$134K +5,280 +1%
UBS Group
3
UBS Group
Switzerland
$9.26M +$327K +12,885 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.88M +$995K +39,237 +16%
Morgan Stanley
5
Morgan Stanley
New York
$6.56M -$80.6K -3,178 -1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.89M +$2.44M +96,274 +81%
MWM
7
MorganRosel Wealth Management
Colorado
$5.76M +$112K +4,427 +2%
RJA
8
Raymond James & Associates
Florida
$4.93M +$165K +6,512 +4%
MWM
9
Maltin Wealth Management
New Jersey
$4.55M -$93.7K -3,696 -2%
NC
10
NewSquare Capital
Pennsylvania
$4.16M -$1.14M -45,070 -23%
MCM
11
Monument Capital Management
Virginia
$4.02M -$99.3K -3,916 -3%
PFS
12
Prospera Financial Services
Texas
$3.84M -$215K -8,482 -6%
LPL Financial
13
LPL Financial
California
$3.66M -$1.52M -60,026 -31%
SFSG
14
Sound Financial Strategies Group
Mississippi
$3.54M +$3.29M +129,616 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.39M -$54.7K -2,156 -2%
RA
16
RiverTree Advisors
Florida
$2.98M -$3.17K -125 -0.1%
HFG
17
Heron Financial Group
New York
$2.18M +$76 +3 +0%
Stifel Financial
18
Stifel Financial
Missouri
$2.09M +$28.7K +1,131 +1%
BCM
19
Barometer Capital Management
Ontario, Canada
$1.67M -$152K -6,000 -9%
Bank of America
20
Bank of America
North Carolina
$1.61M -$37.2K -1,468 -2%
CRI
21
Colonial River Investments
Virginia
$1.49M -$29.8K -1,177 -2%
KWM
22
Kingsview Wealth Management
Oregon
$1.23M -$31.5K -1,243 -3%
OIA
23
OneDigital Investment Advisors
Kansas
$1.12M +$26.8K +1,056 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$916K +$15.7K +619 +2%
VWA
25
V Wealth Advisors
Kansas
$796K -$1.8K -71 -0.2%

PIE Hedge Fund Activity: Q2 2021 in Review

69 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q2 2021, worth a combined $138M — up 0.27% from $138M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PIE positions and 6 closed out — a net gain of 6 holders — while 21 added to existing stakes and 26 trimmed.

The largest buyer was Sound Financial Strategies Group, opening a new position worth an estimated $3.29M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $14.7M sold.

  • 69 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q2 2021, up from 65 in Q1 2021.
  • Funds reported $138M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q2 2021, up 0.27% quarter-over-quarter.
  • 12 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q2 2021 and 6 closed out, a net change of +6 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q2 2021 was Sound Financial Strategies Group, an estimated $3.29M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q2 2021 was Freedom Investment Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2021.