We are live on ! Find out more
PIE icon

Invesco Dorsey Wright Emerging Markets Momentum ETF

65 hedge funds and large institutions have $77.1M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

5% more funds holding

Funds holding: 6265 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.05% less ownership

Funds ownership: 64.26%60.21% (-4.1%)

23% less capital invested

Capital invested by funds: $100M → $77.1M (-$23.1M)

33% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 27

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
18
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.8M +$32.6K +1,685 +0.3%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.96M -$802K -41,485 -9%
Morgan Stanley
3
Morgan Stanley
New York
$6.38M -$150K -7,741 -2%
MWM
4
Maltin Wealth Management
New Jersey
$4.37M +$67K +3,464 +1%
UBS Group
5
UBS Group
Switzerland
$3.94M -$110K -5,682 -3%
RJA
6
Raymond James & Associates
Florida
$3.77M +$44K +2,274 +1%
NC
7
NewSquare Capital
Pennsylvania
$3.6M -$10.3M -532,079 -73%
AAS
8
Avantax Advisory Services
Texas
$3.12M -$153K -7,892 -4%
NA
9
NewEdge Advisors
Louisiana
$2.8M +$128K +6,627 +5%
MHS
10
M Holdings Securities
Oregon
$2.25M +$2.12M +109,772 +953%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.08M +$724K +37,429 +50%
Citadel Advisors
12
Citadel Advisors
Florida
$2.06M +$822K +42,512 +62%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$2.04M +$2M +103,403 +1,639%
LPL Financial
14
LPL Financial
California
$2.02M +$29K +1,499 +1%
PFS
15
Prospera Financial Services
Texas
$1.73M -$9.45M -488,822 -84%
OMC
16
Old Mission Capital
Illinois
$1.44M -$1.12M -57,856 -43%
Stifel Financial
17
Stifel Financial
Missouri
$1.33M -$17.1K -885 -1%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.24M -$179K -9,249 -12%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.16M +$26.4K +1,364 +2%
Jane Street
20
Jane Street
New York
$1.14M -$2.58M -133,616 -68%
FTUS
21
Flow Traders U.S.
New York
$1.05M -$504K -26,083 -32%
WANY
22
Wealthspire Advisors (New York)
New York
$912K +$951K +49,180 New
KWM
23
Kingsview Wealth Management
Oregon
$903K -$11.2K -579 -1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$672K +$11.7K +606 +2%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$654K -$20.3K -1,050 -3%

PIE Hedge Fund Activity: Q3 2023 in Review

65 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q3 2023, worth a combined $77.1M — down 23% from $100M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PIE positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 27 trimmed.

The largest buyer was M Holdings Securities, adding an estimated $2.12M. The largest seller was NewSquare Capital, cutting an estimated $10.3M.

  • 65 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q3 2023, up from 62 in Q2 2023.
  • Funds reported $77.1M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q3 2023, down 23% quarter-over-quarter.
  • 9 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q3 2023 and 4 closed out, a net change of +5 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q3 2023 was M Holdings Securities, an estimated $2.12M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q3 2023 was NewSquare Capital, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2023.