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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

53 hedge funds and large institutions have $142M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $125M → $142M (+$17.2M)

0.07% more ownership

Funds ownership: 63.11% → 63.18% (+0.07%)

5% less funds holding

Funds holding: 56 → 53 (-3)

14% less call options, than puts

Call options by funds: $38K | Put options by funds: $44K

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
20
Closed
8
Calls
$38K
Puts
$44K
Net Calls
-$6K
Net Calls Change
+$88K

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.13M
2
UBS Group
UBS Group
Switzerland
+$4.62M
3
Jane Street
Jane Street
New York
+$2.59M
4
Wells Fargo
Wells Fargo
California
+$2.02M
5
CAI
Capital Advisors Inc
Oklahoma
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$4.54M
2
Bank of America
Bank of America
North Carolina
-$1.71M
3
Ameriprise
Ameriprise
Minnesota
-$1.6M
4
EWA
EP Wealth Advisors
California
-$542K
5
PAG
Private Advisory Group
Washington
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$729K -$31K -1,176 -4%
WP
27
WealthSource Partners
California
$615K +$51.2K +1,940 +9%
LFG
28
LifePlan Financial Group
Ohio
$592K – – –
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$581K +$16.8K +638 +3%
PJSIMP
30
P.J. Schmidt Investment Management (PJS)
Wisconsin
$568K +$554K +21,000 New
UCFA
31
United Capital Financial Advisors
Texas
$545K -$140K -5,314 -21%
FIM
32
Freedom Investment Management
Connecticut
$510K +$497K +18,832 New
Stifel Financial
33
Stifel Financial
Missouri
$446K -$78.9K -2,990 -15%
KWM
34
Kingsview Wealth Management
Oregon
$389K -$14.3K -541 -4%
IP
35
Investment Partners
Ohio
$373K -$35.9K -1,362 -9%
JP Morgan Chase
36
JP Morgan Chase
New York
$353K +$16.7K +633 +5%
EF
37
Empirical Finance
Pennsylvania
$343K – – –
AG
38
Advisor Group
Arizona
$337K +$22.7K +859 +7%
DADC
39
D.A. Davidson & Co
Montana
$304K -$24.8K -941 -8%
SFA
40
Sequoia Financial Advisors
Ohio
$261K -$1.32K -50 -0.5%
FAAS
41
First Allied Advisory Services
California
$233K -$20.7K -783 -8%
CIAS
42
Capital Investment Advisory Services
North Carolina
$208K +$202K +7,674 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$189K -$145K -5,508 -44%
OIA
44
OneDigital Investment Advisors
Kansas
$67K – – –
IA
45
IFP Advisors
Florida
$47K +$53 +2 +0.1%
SPIA
46
Steward Partners Investment Advisory
New York
$41K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$39K – – –
GT
48
Glenmede Trust
Pennsylvania
$22K – – –
CFA
49
Carroll Financial Associates
North Carolina
$17K – – –
HWM
50
Holloway Wealth Management
Florida
$5K – – –
1
2
3

PIZ Hedge Fund Activity: Q3 2017 in Review

53 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q3 2017, worth a combined $142M — up 14% from $125M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PIZ and 6 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 17 added.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.13M. The largest seller was MML Investors Services, exiting entirely with an estimated $4.54M sold.

  • 53 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q3 2017, down from 56 in Q2 2017.
  • Funds reported $142M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q3 2017, up 14% quarter-over-quarter.
  • 6 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q3 2017 and 8 closed out, a net change of -2 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q3 2017 was Raymond James Financial Services Advisors, an estimated $8.13M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q3 2017 was MML Investors Services, an estimated $4.54M sold.

Based on aggregated 13F filings for Q3 2017.