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Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE

61 hedge funds and large institutions have $81.9M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 63 → 61 (-2)

5.05% less ownership

Funds ownership: 67.97% → 62.92% (-5.1%)

9% less capital invested

Capital invested by funds: $90.3M → $81.9M (-$8.39M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
25
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$4.37M
2
Jane Street
Jane Street
New York
+$2.29M
3
MHS
M Holdings Securities
Oregon
+$1.23M
4
Citadel Advisors
Citadel Advisors
Florida
+$829K
5
MWM
Maltin Wealth Management
New Jersey
+$409K

Top Sellers

1
NC
NewSquare Capital
Pennsylvania
-$10.5M
2
Morgan Stanley
Morgan Stanley
New York
-$4.85M
3
NA
NewEdge Advisors
Louisiana
-$3.08M
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$1.75M
5
AAS
Avantax Advisory Services
Texas
-$940K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.4M +$62.7K +3,135 +0.6%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$8.98M -$69.4K -3,469 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$7.01M -$4.85M -242,526 -42%
MWM
4
Maltin Wealth Management
New Jersey
$5.35M +$409K +20,467 +9%
MHS
5
M Holdings Securities
Oregon
$5.01M +$1.23M +61,622 +34%
OMC
6
Old Mission Capital
Illinois
$4.8M +$4.37M +218,638 +1,880%
UBS Group
7
UBS Group
Switzerland
$4.71M +$331K +16,565 +8%
RJA
8
Raymond James & Associates
Florida
$3.94M -$210K -10,507 -5%
NC
9
NewSquare Capital
Pennsylvania
$3.67M -$10.5M -525,935 -75%
Jane Street
10
Jane Street
New York
$3.06M +$2.29M +114,330 +351%
LPL Financial
11
LPL Financial
California
$3.01M +$111K +5,570 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.6M +$320K +15,983 +26%
PFS
13
Prospera Financial Services
Texas
$1.57M -$130K -6,477 -8%
AAS
14
Avantax Advisory Services
Texas
$1.54M -$940K -47,009 -39%
Stifel Financial
15
Stifel Financial
Missouri
$1.4M -$45.2K -2,262 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$1.34M +$829K +41,420 +182%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.26M +$112K +5,593 +10%
FTUS
18
Flow Traders U.S.
New York
$1.22M +$245K +12,242 +27%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.21M +$18.8K +942 +2%
KWM
20
Kingsview Wealth Management
Oregon
$935K +$16.3K +816 +2%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$851K +$95.8K +4,790 +14%
TWM
22
Trueblood Wealth Management
Ohio
$671K -$26K -1,300 -4%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$668K -$265K -13,225 -29%
MWM
24
MorganRosel Wealth Management
Colorado
$641K +$24K +1,200 +4%
WANY
25
Wealthspire Advisors (New York)
New York
$629K -$403K -20,128 -40%
1
2 3

PIE Hedge Fund Activity: Q1 2024 in Review

61 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q1 2024, worth a combined $81.9M — down 9.3% from $90.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PIE and 4 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 25 added.

The largest buyer was Old Mission Capital, adding an estimated $4.37M. The largest seller was NewSquare Capital, cutting an estimated $10.5M.

  • 61 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q1 2024, down from 63 in Q4 2023.
  • Funds reported $81.9M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q1 2024, down 9.3% quarter-over-quarter.
  • 4 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q1 2024 and 6 closed out, a net change of -2 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q1 2024 was Old Mission Capital, an estimated $4.37M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q1 2024 was NewSquare Capital, an estimated $10.5M sold.

Based on aggregated 13F filings for Q1 2024.