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Invesco Dorsey Wright Emerging Markets Momentum ETF

69 hedge funds and large institutions have $88.1M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $86.5M → $88.1M (+$1.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.03% less ownership

Funds ownership: 60.98%60.95% (-0.03%)

4% less funds holding

Funds holding: 7269 (-3)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

32% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 31

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
21
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NC
1
NewSquare Capital
Pennsylvania
$11.9M +$9.28M +541,537 +424%
PFS
2
Prospera Financial Services
Texas
$10.9M +$8.01M +467,461 +327%
Wells Fargo
3
Wells Fargo
California
$8.62M -$2.43M -142,077 -23%
Morgan Stanley
4
Morgan Stanley
New York
$7.94M +$472K +27,570 +7%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.59M +$132K +7,710 +2%
UBS Group
6
UBS Group
Switzerland
$4.04M -$1.34M -78,217 -26%
MWM
7
Maltin Wealth Management
New Jersey
$4.04M +$213K +12,434 +6%
LPL Financial
8
LPL Financial
California
$3.15M -$4.06M -236,989 -57%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$3.04M -$715K -41,696 -20%
SL
10
Savior LLC
Massachusetts
$2.86M -$62.9K -3,673 -2%
RJA
11
Raymond James & Associates
Florida
$2.73M -$200K -11,645 -7%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.97M -$61.2K -3,573 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.88M -$2.69M -157,223 -60%
AAS
14
Avantax Advisory Services
Texas
$1.39M -$1.59M -92,735 -54%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.1M +$543K +31,671 +105%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.08M -$486K -28,363 -32%
Stifel Financial
17
Stifel Financial
Missouri
$1.03M -$175K -10,198 -15%
OMC
18
Old Mission Capital
Illinois
$992K -$2.05M -119,566 -68%
HFG
19
Heron Financial Group
New York
$937K -$447K -26,092 -33%
KWM
20
Kingsview Wealth Management
Oregon
$917K +$7.44K +434 +0.8%
MCM
21
Monument Capital Management
Virginia
$805K -$265K -15,456 -25%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$676K
FTUS
23
Flow Traders U.S.
New York
$651K +$628K +36,622 New
Osaic Holdings
24
Osaic Holdings
Arizona
$589K -$279K -16,271 -33%
MWM
25
MorganRosel Wealth Management
Colorado
$579K +$73.3K +4,278 +15%

PIE Hedge Fund Activity: Q4 2022 in Review

69 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q4 2022, worth a combined $88.1M — up 1.9% from $86.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PIE and 7 opened new positions — a net loss of 2 holders — while 31 trimmed existing stakes and 21 added.

The largest buyer was NewSquare Capital, adding an estimated $9.28M. The largest seller was Jane Street, cutting an estimated $4.14M.

  • 69 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q4 2022, down from 72 in Q3 2022.
  • Funds reported $88.1M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q4 2022, up 1.9% quarter-over-quarter.
  • 7 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q4 2022 and 9 closed out, a net change of -2 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q4 2022 was NewSquare Capital, an estimated $9.28M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q4 2022 was Jane Street, an estimated $4.14M sold.

Based on aggregated 13F filings for Q4 2022.