Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
65 hedge funds and large institutions have $182M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 11 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 17
26% more capital invested
Capital invested by funds: $145M → $182M (+$37.4M)
13.42% more ownership
Funds ownership: 59.67% → 73.08% (+13%)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
2% less funds holding
Funds holding: 66 → 65 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$30.6M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.6M |
| 3 |
Jane Street
New York
|
+$3.49M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.72M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.87M |
| 2 |
Morgan Stanley
New York
|
-$1.97M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$1.51M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$557K |
| 5 |
LPL Financial
San Diego,
California
|
-$485K |
PIZ Hedge Fund Activity: Q3 2018 in Review
65 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q3 2018, worth a combined $182M — up 26% from $145M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PIZ and 10 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 25 added.
The largest buyer was Credit Suisse, opening a new position worth an estimated $30.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.87M.
- 65 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q3 2018, down from 66 in Q2 2018.
- Funds reported $182M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q3 2018, up 26% quarter-over-quarter.
- 10 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q3 2018 and 11 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q3 2018 was Credit Suisse, an estimated $30.6M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q3 2018 was Raymond James Financial Services Advisors, an estimated $3.87M sold.
Based on aggregated 13F filings for Q3 2018.