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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

66 hedge funds and large institutions have $145M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 13

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 65 → 66 (+1)

0.29% more ownership

Funds ownership: 59.37% → 59.67% (+0.29%)

0% less capital invested

Capital invested by funds: $145M → $145M (-$341K)

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
27
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$3.72M
2
Invesco
Invesco
Georgia
+$2.92M
3
RJA
Raymond James & Associates
Florida
+$2.29M
4
MCM
Monument Capital Management
Virginia
+$2.26M
5
Morgan Stanley
Morgan Stanley
New York
+$1.89M

Top Sellers

1
CAI
Capital Advisors Inc
Oklahoma
-$4.98M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.18M
3
BIA
Biondo Investment Advisors
Pennsylvania
-$2.6M
4
FHC
First Heartland Consultants
Missouri
-$2.06M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
SG
26
StoneX Group
New York
$648K -$13.6K -484 -2%
WP
27
WealthSource Partners
California
$622K – – –
PJSIMP
28
P.J. Schmidt Investment Management (PJS)
Wisconsin
$577K – – –
CWM
29
Cornerstone Wealth Management
Missouri
$557K +$424K +15,106 New
LFG
30
LifePlan Financial Group
Ohio
$555K – – –
CA
31
Calton & Associates
Florida
$511K +$515K +18,343 New
Citadel Advisors
32
Citadel Advisors
Florida
$503K -$1.43M -51,009 -74%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$451K – – –
KWM
34
Kingsview Wealth Management
Oregon
$409K -$815 -29 -0.2%
GSC
35
G&S Capital
Colorado
$382K +$7.25K +258 +2%
Stifel Financial
36
Stifel Financial
Missouri
$360K +$3.9K +139 +1%
JP Morgan Chase
37
JP Morgan Chase
New York
$356K -$7.7K -274 -2%
DADC
38
D.A. Davidson & Co
Montana
$262K +$37.5K +1,334 +16%
IP
39
Investment Partners
Ohio
$254K -$85.5K -3,045 -25%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$238K -$92.9K -3,306 -28%
FAAS
41
First Allied Advisory Services
California
$227K -$1.83K -65 -0.8%
SWP
42
Stratos Wealth Partners
Ohio
$212K +$56 +2 +0%
MWM
43
MinichMacGregor Wealth Management
New York
$203K +$211K +7,510 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$184K +$44.5K +1,586 +31%
RCG
45
Ruggie Capital Group
Florida
$126K +$129K +4,590 New
AG
46
Advisor Group
Arizona
$121K -$44.5K -1,584 -26%
SPIA
47
Steward Partners Investment Advisory
New York
$105K +$22.5K +800 +27%
FA
48
Fortis Advisors
Pennsylvania
$52K +$23.1K +823 +76%
IA
49
IFP Advisors
Florida
$51K +$337 +12 +0.7%
PFA
50
Pathway Financial Advisors
Vermont
$43K +$1.18K +42 +3%
1
2
3

PIZ Hedge Fund Activity: Q2 2018 in Review

66 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q2 2018, worth a combined $145M — down 0.23% from $145M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PIZ positions and 10 closed out — a net gain of 1 holder — while 27 added to existing stakes and 13 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $3.72M. The largest seller was Capital Advisors Inc, cutting an estimated $4.98M.

  • 66 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q2 2018, up from 65 in Q1 2018.
  • Funds reported $145M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q2 2018, down 0.23% quarter-over-quarter.
  • 11 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q2 2018 and 10 closed out, a net change of +1 holder.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q2 2018 was Geneos Wealth Management, an estimated $3.72M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q2 2018 was Capital Advisors Inc, an estimated $4.98M sold.

Based on aggregated 13F filings for Q2 2018.