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Invesco Dorsey Wright Emerging Markets Momentum ETF

75 hedge funds and large institutions have $116M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more funds holding

Funds holding: 7375 (+2)

0.76% less ownership

Funds ownership: 55.75%55% (-0.76%)

4% less capital invested

Capital invested by funds: $121M → $116M (-$4.99M)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
11
Increased
23
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$22.4M +$19.9K +824 +0.1%
GA
2
Gateway Advisory
New Jersey
$10M -$231K -9,583 -2%
UBS Group
3
UBS Group
Switzerland
$8.1M +$160K +6,616 +2%
Morgan Stanley
4
Morgan Stanley
New York
$6.46M +$994K +41,212 +18%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.26M -$513K -21,286 -7%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$5.83M +$3.36M +139,242 +126%
LPL Financial
7
LPL Financial
California
$4.74M +$1.62M +67,269 +50%
RJA
8
Raymond James & Associates
Florida
$4.17M -$46.1K -1,914 -1%
SL
9
Savior LLC
Massachusetts
$4.13M +$109K +4,509 +3%
MWM
10
Maltin Wealth Management
New Jersey
$4.07M +$82.7K +3,430 +2%
NC
11
NewSquare Capital
Pennsylvania
$3.44M -$126K -5,226 -3%
PFS
12
Prospera Financial Services
Texas
$3.39M +$123K +5,115 +4%
MCM
13
Monument Capital Management
Virginia
$3.11M -$215K -8,935 -6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.71M -$42.1K -1,747 -1%
HFG
15
Heron Financial Group
New York
$1.86M +$5.01K +208 +0.3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.79M -$294K -12,186 -14%
Stifel Financial
17
Stifel Financial
Missouri
$1.78M -$78K -3,237 -4%
Jane Street
18
Jane Street
New York
$1.45M +$1.49M +61,889 New
CF
19
Centaurus Financial
California
$1.16M +$981K +40,704 +463%
OIA
20
OneDigital Investment Advisors
Kansas
$1.12M -$432K -17,905 -27%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.1M -$108K -4,475 -9%
Bank of America
22
Bank of America
North Carolina
$1.07M -$3.3K -137 -0.3%
PAG
23
Private Advisor Group
New Jersey
$949K +$296K +12,258 +43%
KWM
24
Kingsview Wealth Management
Oregon
$940K -$56K -2,321 -5%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$890K

PIE Hedge Fund Activity: Q1 2022 in Review

75 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q1 2022, worth a combined $116M — down 4.1% from $121M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PIE positions and 8 closed out — a net gain of 3 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.36M. The largest seller was Colonial River Investments, cutting an estimated $699K.

  • 75 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q1 2022, up from 73 in Q4 2021.
  • Funds reported $116M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q1 2022, down 4.1% quarter-over-quarter.
  • 11 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q1 2022 and 8 closed out, a net change of +3 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q1 2022 was Northwestern Mutual Wealth Management, an estimated $3.36M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q1 2022 was Colonial River Investments, an estimated $699K sold.

Based on aggregated 13F filings for Q1 2022.