Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
62 hedge funds and large institutions have $109M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 7 closing their positions.
0.64% less ownership
Funds ownership: 64.63% → 63.99% (-0.64%)
3% less funds holding
Funds holding: 64 → 62 (-2)
9% less capital invested
Capital invested by funds: $120M → $109M (-$10.9M)
27% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 26
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$761K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$315K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$311K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$262K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$242K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.69M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.13M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.67M |
| 4 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$481K |
| 5 |
GSC
G&S Capital
Denver,
Colorado
|
-$467K |
PIZ Hedge Fund Activity: Q3 2019 in Review
62 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q3 2019, worth a combined $109M — down 9.1% from $120M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PIZ and 5 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 19 added.
The largest buyer was Susquehanna International Group, adding an estimated $761K. The largest seller was UBS Group, cutting an estimated $3.69M.
- 62 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q3 2019, down from 64 in Q2 2019.
- Funds reported $109M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q3 2019, down 9.1% quarter-over-quarter.
- 5 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q3 2019 and 7 closed out, a net change of -2 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q3 2019 was Susquehanna International Group, an estimated $761K added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q3 2019 was UBS Group, an estimated $3.69M sold.
Based on aggregated 13F filings for Q3 2019.