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Invesco Dorsey Wright Emerging Markets Momentum ETF

68 hedge funds and large institutions have $121M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 6968 (-1)

1.85% less ownership

Funds ownership: 59.7%57.85% (-1.9%)

12% less capital invested

Capital invested by funds: $138M → $121M (-$17M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
31
Reduced
21
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$24.3M -$4.52M -174,665 -15%
GA
2
Gateway Advisory
New Jersey
$10.8M +$155K +6,011 +1%
UBS Group
3
UBS Group
Switzerland
$8.6M +$392K +15,164 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.09M +$1.16M +44,712 +16%
Morgan Stanley
5
Morgan Stanley
New York
$6.15M +$338K +13,072 +5%
RJA
6
Raymond James & Associates
Florida
$6.12M +$1.84M +71,292 +40%
MWM
7
MorganRosel Wealth Management
Colorado
$5.33M +$224K +8,653 +4%
MWM
8
Maltin Wealth Management
New Jersey
$4.08M +$29.4K +1,139 +0.7%
NC
9
NewSquare Capital
Pennsylvania
$3.67M -$33.2K -1,285 -0.8%
MCM
10
Monument Capital Management
Virginia
$3.49M -$95.2K -3,684 -3%
PFS
11
Prospera Financial Services
Texas
$3.44M +$26.8K +1,035 +0.7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.96M -$2.43M -93,882 -44%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.79M -$235K -9,091 -7%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.43M +$2.58M +99,953 New
RA
15
RiverTree Advisors
Florida
$2.4M -$261K -10,094 -9%
LPL Financial
16
LPL Financial
California
$2.16M -$1.16M -44,985 -34%
HFG
17
Heron Financial Group
New York
$1.96M +$23.3K +903 +1%
OMC
18
Old Mission Capital
Illinois
$1.95M +$1.76M +67,989 +563%
Stifel Financial
19
Stifel Financial
Missouri
$1.84M -$25.2K -973 -1%
CA
20
Cetera Advisors
Colorado
$1.71M +$1.82M +70,389 New
OIA
21
OneDigital Investment Advisors
Kansas
$1.49M +$534K +20,665 +51%
Bank of America
22
Bank of America
North Carolina
$1.38M -$48.1K -1,861 -3%
BCM
23
Barometer Capital Management
Ontario, Canada
$1.34M -$158K -6,100 -10%
KWM
24
Kingsview Wealth Management
Oregon
$1.03M -$55.4K -2,143 -5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$858K +$46.5K +1,799 +5%

PIE Hedge Fund Activity: Q3 2021 in Review

68 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q3 2021, worth a combined $121M — down 12% from $138M a quarter earlier.

Fund positioning in PIE was balanced in Q3 2021: 10 funds opened new positions, 10 closed out, 31 added to existing stakes and 21 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.58M. The largest seller was Wells Fargo, cutting an estimated $4.52M.

  • 68 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q3 2021, down from 69 in Q2 2021.
  • Funds reported $121M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q3 2021, down 12% quarter-over-quarter.
  • 10 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q3 2021 and 10 closed out, a net change of 0 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q3 2021 was Cetera Investment Advisers, an estimated $2.58M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q3 2021 was Wells Fargo, an estimated $4.52M sold.

Based on aggregated 13F filings for Q3 2021.