We are live on ! Find out more
PIZ icon

Invesco Dorsey Wright Developed Markets Momentum ETF

65 hedge funds and large institutions have $145M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

3% more capital invested

Capital invested by funds: $141M → $145M (+$4.39M)

0.69% less ownership

Funds ownership: 60.07%59.37% (-0.69%)

8% less funds holding

Funds holding: 7165 (-6)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
29
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
26
Empirical Finance
Pennsylvania
$680K +$387K +13,659 +108%
SG
27
StoneX Group
New York
$670K +$681K +24,039 New
CA
28
Cetera Advisors
Colorado
$643K -$1.36M -47,860 -67%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$637K -$58.4K -2,063 -8%
WP
30
WealthSource Partners
California
$631K -$78.8K -2,783 -11%
FIM
31
Freedom Investment Management
Connecticut
$592K +$3.48K +123 +0.6%
PJSIMP
32
P.J. Schmidt Investment Management (PJS)
Wisconsin
$585K
LFG
33
LifePlan Financial Group
Ohio
$563K -$47.9K -1,690 -8%
NA
34
NewEdge Advisors
Louisiana
$454K -$3.37K -119 -0.7%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$451K -$414K -14,620 -47%
KWM
36
Kingsview Wealth Management
Oregon
$415K +$4.62K +163 +1%
GSC
37
G&S Capital
Colorado
$381K -$43.5K -1,536 -10%
JP Morgan Chase
38
JP Morgan Chase
New York
$369K -$8.39K -296 -2%
Stifel Financial
39
Stifel Financial
Missouri
$362K -$39.6K -1,398 -10%
IP
40
Investment Partners
Ohio
$343K -$46.2K -1,631 -12%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$333K -$1.29M -45,373 -79%
SB
42
Suntrust Banks
Georgia
$289K +$4.9K +173 +1%
William Blair & Company
43
William Blair & Company
Illinois
$289K +$65.2K +2,300 +28%
UCFA
44
United Capital Financial Advisors
Texas
$238K -$147K -5,184 -38%
SFA
45
Sequoia Financial Advisors
Ohio
$238K
FAAS
46
First Allied Advisory Services
California
$231K -$3.68K -130 -2%
DADC
47
D.A. Davidson & Co
Montana
$228K +$13.5K +477 +6%
SWP
48
Stratos Wealth Partners
Ohio
$215K +$115K +4,042 +110%
AG
49
Advisor Group
Arizona
$168K -$121K -4,277 -42%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$142K +$4.22K +149 +3%

PIZ Hedge Fund Activity: Q1 2018 in Review

65 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q1 2018, worth a combined $145M — up 3.1% from $141M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PIZ and 3 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 29 added.

The largest buyer was Wells Fargo, adding an estimated $2.38M. The largest seller was Cetera Advisors, cutting an estimated $1.36M.

  • 65 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q1 2018, down from 71 in Q4 2017.
  • Funds reported $145M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q1 2018, up 3.1% quarter-over-quarter.
  • 3 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q1 2018 and 9 closed out, a net change of -6 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q1 2018 was Wells Fargo, an estimated $2.38M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q1 2018 was Cetera Advisors, an estimated $1.36M sold.

Based on aggregated 13F filings for Q1 2018.