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Invesco Dorsey Wright Emerging Markets Momentum ETF

56 hedge funds and large institutions have $78.1M invested in Invesco Dorsey Wright Emerging Markets Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $82.3M → $78.1M (-$4.19M)

10% less funds holding

Funds holding: 6256 (-6)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

114.37% less ownership

Funds ownership: 182.07%67.7% (-114%)

Holders
56
Holders Change
-6
Holders Change %
-9.68%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
5
Increased
15
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$12.9M +$13.4M +670,249 New
OMC
2
Old Mission Capital
Illinois
$8.83M +$8.5M +423,687 +1,181%
Wells Fargo
3
Wells Fargo
California
$7.25M -$4.02M -200,232 -35%
Morgan Stanley
4
Morgan Stanley
New York
$6.55M -$58.1K -2,899 -0.8%
MHS
5
M Holdings Securities
Oregon
$6.5M +$17.3K +863 +0.3%
MWM
6
Maltin Wealth Management
New Jersey
$5.85M +$120K +6,003 +2%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.18M +$3.14M +156,761 +259%
NC
8
NewSquare Capital
Pennsylvania
$3.66M +$150K +7,463 +4%
UBS Group
9
UBS Group
Switzerland
$3.46M -$349K -17,418 -9%
Citadel Advisors
10
Citadel Advisors
Florida
$2.25M +$1.84M +91,619 +357%
LPL Financial
11
LPL Financial
California
$2.17M -$162K -8,063 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.23M +$12.2K +606 +1%
Stifel Financial
13
Stifel Financial
Missouri
$1.21M -$86.2K -4,299 -6%
AAS
14
Avantax Advisory Services
Texas
$1.12M -$89.9K -4,483 -7%
PFS
15
Prospera Financial Services
Texas
$1.12M -$8.36K -417 -0.7%
Jane Street
16
Jane Street
New York
$895K +$220K +10,967 +31%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$831K -$10.9K -545 -1%
FTUS
18
Flow Traders U.S.
New York
$801K +$247K +12,305 +42%
MWM
19
MorganRosel Wealth Management
Colorado
$676K +$60K +2,994 +9%
TWM
20
Trueblood Wealth Management
Ohio
$562K -$8.34K -416 -1%
KWM
21
Kingsview Wealth Management
Oregon
$551K -$5.03K -251 -0.9%
BEI
22
Benjamin Edwards Inc
Missouri
$539K -$1.38M -68,935 -71%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$425K -$252K -12,546 -36%
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$421K
MML Investors Services
25
MML Investors Services
Massachusetts
$396K -$8.32K -415 -2%

PIE Hedge Fund Activity: Q4 2024 in Review

56 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) for Q4 2024, worth a combined $78.1M — down 5.1% from $82.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PIE and 5 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 15 added.

The largest buyer was Old Mission Capital, adding an estimated $8.5M. The largest seller was Del-Sette Capital Management, exiting entirely with an estimated $5.09M sold.

  • 56 institutional investors held Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) as of Q4 2024, down from 62 in Q3 2024.
  • Funds reported $78.1M of Invesco Dorsey Wright Emerging Markets Momentum ETF stock for Q4 2024, down 5.1% quarter-over-quarter.
  • 5 funds opened new Invesco Dorsey Wright Emerging Markets Momentum ETF positions in Q4 2024 and 8 closed out, a net change of -3 holders.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF buyer in Q4 2024 was Old Mission Capital, an estimated $8.5M added.
  • The largest Invesco Dorsey Wright Emerging Markets Momentum ETF seller in Q4 2024 was Del-Sette Capital Management, an estimated $5.09M sold.

Based on aggregated 13F filings for Q4 2024.