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Invesco Dorsey Wright Emerging Markets Momentum ETF

62 hedge funds and large institutions have $82.3M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

119.37% more ownership

Funds ownership: 62.69%182.07% (+119%)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0% less capital invested

Capital invested by funds: $82.3M → $82.3M (-$45.8K)

3% less funds holding

Funds holding: 6462 (-2)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
7
Increased
18
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.9M +$405K +19,674 +4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$9.15M +$234K +11,377 +3%
Morgan Stanley
3
Morgan Stanley
New York
$7.09M -$205K -9,936 -3%
MHS
4
M Holdings Securities
Oregon
$6.95M +$1.23M +59,929 +22%
MWM
5
Maltin Wealth Management
New Jersey
$6.15M +$483K +23,468 +9%
DSCM
6
Del-Sette Capital Management
New York
$5.09M -$189K -9,179 -4%
UBS Group
7
UBS Group
Switzerland
$4.07M -$34.6K -1,679 -0.8%
NC
8
NewSquare Capital
Pennsylvania
$3.77M +$515K +25,007 +16%
RJA
9
Raymond James & Associates
Florida
$3.46M -$393K -19,089 -10%
NWMG
10
Nicholson Wealth Management Group
South Carolina
$2.54M +$2.53M +122,959 New
LPL Financial
11
LPL Financial
California
$2.5M -$352K -17,099 -12%
BEI
12
Benjamin Edwards Inc
Missouri
$2M +$2M +96,955 New
Stifel Financial
13
Stifel Financial
Missouri
$1.39M -$47.5K -2,308 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.31M +$59.7K +2,900 +5%
AAS
15
Avantax Advisory Services
Texas
$1.29M -$15.6K -756 -1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.25M -$22.8K -1,109 -2%
PFS
17
Prospera Financial Services
Texas
$1.21M -$162K -7,888 -12%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$903K -$444K -21,534 -33%
OMC
19
Old Mission Capital
Illinois
$740K +$739K +35,883 New
Jane Street
20
Jane Street
New York
$734K -$783K -38,023 -52%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$715K -$4.2K -204 -0.6%
MWM
22
MorganRosel Wealth Management
Colorado
$663K +$21.3K +1,036 +3%
TWM
23
Trueblood Wealth Management
Ohio
$611K +$1.07K +52 +0.2%
FTUS
24
Flow Traders U.S.
New York
$606K -$42.4K -2,058 -7%
KWM
25
Kingsview Wealth Management
Oregon
$596K -$313K -15,194 -34%

PIE Hedge Fund Activity: Q3 2024 in Review

62 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q3 2024, worth a combined $82.3M — down 0.06% from $82.3M a quarter earlier.

Fund positioning in PIE was balanced in Q3 2024: 7 funds opened new positions, 7 closed out, 18 added to existing stakes and 22 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $149M. The largest seller was Jane Street, cutting an estimated $783K.

  • 62 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q3 2024, down from 64 in Q2 2024.
  • Funds reported $82.3M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q3 2024, down 0.06% quarter-over-quarter.
  • 7 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q3 2024 and 7 closed out, a net change of 0 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $149M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q3 2024 was Jane Street, an estimated $783K sold.

Based on aggregated 13F filings for Q3 2024.