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Invesco Dorsey Wright Emerging Markets Momentum ETF

73 hedge funds and large institutions have $121M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

7% more funds holding

Funds holding: 6873 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $121M → $121M (-$256K)

2.09% less ownership

Funds ownership: 57.85%55.75% (-2.1%)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
22
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$24.7M -$1.07M -42,910 -4%
GA
2
Gateway Advisory
New Jersey
$11.3M -$99.7K -4,002 -0.9%
UBS Group
3
UBS Group
Switzerland
$8.78M -$335K -13,469 -4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.47M -$1.08M -43,251 -13%
Morgan Stanley
5
Morgan Stanley
New York
$6.07M -$440K -17,656 -7%
RJA
6
Raymond James & Associates
Florida
$4.66M -$1.77M -71,133 -28%
MWM
7
Maltin Wealth Management
New Jersey
$4.41M +$77K +3,093 +2%
SL
8
Savior LLC
Massachusetts
$4.38M +$4.23M +169,741 New
NC
9
NewSquare Capital
Pennsylvania
$3.94M +$43.1K +1,729 +1%
MCM
10
Monument Capital Management
Virginia
$3.67M -$30K -1,206 -0.8%
PFS
11
Prospera Financial Services
Texas
$3.62M -$29.3K -1,178 -0.8%
LPL Financial
12
LPL Financial
California
$3.5M +$1.17M +47,045 +53%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.04M -$95.7K -3,843 -3%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$2.85M +$2.31M +92,633 +520%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2.29M -$649K -26,056 -23%
Stifel Financial
16
Stifel Financial
Missouri
$2.05M +$98.3K +3,947 +5%
HFG
17
Heron Financial Group
New York
$1.92M -$31.3K -1,255 -2%
OIA
18
OneDigital Investment Advisors
Kansas
$1.69M +$105K +4,203 +7%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.33M +$798K +32,054 +165%
Bank of America
20
Bank of America
North Carolina
$1.19M -$270K -10,824 -19%
CRI
21
Colonial River Investments
Virginia
$1.16M +$1.12M +45,038 New
KWM
22
Kingsview Wealth Management
Oregon
$1.1M +$4.01K +161 +0.4%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$975K +$949K +38,100 New
CA
24
Cetera Advisors
Colorado
$967K -$820K -32,920 -47%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$917K +$6.47K +260 +0.7%

PIE Hedge Fund Activity: Q4 2021 in Review

73 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q4 2021, worth a combined $121M — down 0.21% from $121M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PIE positions and 10 closed out — a net gain of 6 holders — while 22 added to existing stakes and 27 trimmed.

The largest buyer was Savior LLC, opening a new position worth an estimated $4.23M. The largest seller was MorganRosel Wealth Management, cutting an estimated $4.62M.

  • 73 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q4 2021, up from 68 in Q3 2021.
  • Funds reported $121M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q4 2021, down 0.21% quarter-over-quarter.
  • 16 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q4 2021 and 10 closed out, a net change of +6 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q4 2021 was Savior LLC, an estimated $4.23M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q4 2021 was MorganRosel Wealth Management, an estimated $4.62M sold.

Based on aggregated 13F filings for Q4 2021.