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Invesco Dorsey Wright Emerging Markets Momentum ETF

66 hedge funds and large institutions have $104M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

18% more capital invested

Capital invested by funds: $88.1M → $104M (+$15.6M)

4.65% more ownership

Funds ownership: 60.95%65.59% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 6966 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
28
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NC
1
NewSquare Capital
Pennsylvania
$13.4M +$1.03M +56,000 +8%
PFS
2
Prospera Financial Services
Texas
$11.2M -$99.2K -5,375 -0.9%
Wells Fargo
3
Wells Fargo
California
$10.1M +$1.07M +58,092 +12%
Morgan Stanley
4
Morgan Stanley
New York
$9.99M +$1.71M +92,740 +21%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$8.67M +$769K +41,660 +10%
Jane Street
6
Jane Street
New York
$5.3M +$4.69M +254,140 +796%
UBS Group
7
UBS Group
Switzerland
$4.34M +$133K +7,225 +3%
MWM
8
Maltin Wealth Management
New Jersey
$4.27M +$57.6K +3,120 +1%
RJA
9
Raymond James & Associates
Florida
$3.72M +$880K +47,648 +31%
AAS
10
Avantax Advisory Services
Texas
$3.36M +$1.91M +103,239 +132%
SL
11
Savior LLC
Massachusetts
$2.99M +$5.41K +293 +0.2%
LPL Financial
12
LPL Financial
California
$2.81M -$465K -25,213 -14%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.16M +$105K +5,692 +5%
OMC
14
Old Mission Capital
Illinois
$1.92M +$888K +48,112 +86%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.92M -$36K -1,949 -2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.53M -$1.63M -88,324 -52%
Stifel Financial
17
Stifel Financial
Missouri
$1.29M +$212K +11,495 +20%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.24M +$112K +6,064 +10%
MHS
19
M Holdings Securities
Oregon
$978K +$561K +30,381 +136%
FTUS
20
Flow Traders U.S.
New York
$969K +$289K +15,676 +43%
HFG
21
Heron Financial Group
New York
$965K -$5.08K -275 -0.5%
KWM
22
Kingsview Wealth Management
Oregon
$933K -$22.6K -1,222 -2%
PI
23
PFG Investments
New York
$912K +$909K +49,215 New
MML Investors Services
24
MML Investors Services
Massachusetts
$806K -$336K -18,221 -30%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$737K +$380K +20,589 +107%

PIE Hedge Fund Activity: Q1 2023 in Review

66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q1 2023, worth a combined $104M — up 18% from $88.1M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PIE and 9 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 28 added.

The largest buyer was Jane Street, adding an estimated $4.69M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $1.63M.

  • 66 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q1 2023, down from 69 in Q4 2022.
  • Funds reported $104M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q1 2023, up 18% quarter-over-quarter.
  • 9 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q1 2023 and 12 closed out, a net change of -3 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q1 2023 was Jane Street, an estimated $4.69M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $1.63M sold.

Based on aggregated 13F filings for Q1 2023.