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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

57 hedge funds and large institutions have $118M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $109M → $118M (+$9.31M)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

1.84% less ownership

Funds ownership: 63.99% → 62.15% (-1.8%)

8% less funds holding

Funds holding: 62 → 57 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$921K
2
Morgan Stanley
Morgan Stanley
New York
+$637K
3
Wells Fargo
Wells Fargo
California
+$594K
4
Truist Financial
Truist Financial
North Carolina
+$307K
5
PFS
Prospera Financial Services
Texas
+$245K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.68M
2
UBS Group
UBS Group
Switzerland
-$462K
3
DI
Diligent Investors
California
-$366K
4
Bank of America
Bank of America
North Carolina
-$284K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$280K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$605K -$140K -5,110 -20%
CIAS
27
Capital Investment Advisory Services
North Carolina
$442K -$4.04K -147 -0.9%
Stifel Financial
28
Stifel Financial
Missouri
$360K +$11.2K +409 +3%
AG
29
Advisor Group
Arizona
$359K -$15.9K -580 -4%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$347K +$36K +1,309 +12%
S
31
Surevest
California
$344K +$577 +21 +0.2%
NA
32
NewEdge Advisors
Louisiana
$344K +$5.99K +218 +2%
William Blair & Company
33
William Blair & Company
Illinois
$335K +$46.8K +1,705 +17%
Truist Financial
34
Truist Financial
North Carolina
$321K +$307K +11,159 New
SWP
35
Stratos Wealth Partners
Ohio
$259K +$55 +2 +0%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$251K – – –
DADC
37
D.A. Davidson & Co
Montana
$207K -$45.1K -1,643 -19%
DI
38
Diligent Investors
California
$205K -$366K -13,333 -65%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$191K -$36.1K -1,314 -17%
GFPC
40
Global Financial Private Client
Florida
$142K +$136K +4,935 New
IFWM
41
Institute for Wealth Management
Colorado
$139K +$133K +4,843 New
JP Morgan Chase
42
JP Morgan Chase
New York
$116K – – –
LFG
43
LifePlan Financial Group
Ohio
$110K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$72K – – –
RIA
45
Realta Investment Advisors
Delaware
$60K +$59.1K +2,150 New
SFS
46
Sowell Financial Services
Arkansas
$44K +$42K +1,530 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$39K +$14K +511 +61%
GT
48
Glenmede Trust
Pennsylvania
$39K +$24.4K +888 +187%
PCG
49
Private Capital Group
Connecticut
$28K – – –
APA
50
American Portfolios Advisors
New York
$19.4K – – –
1
2
3

PIZ Hedge Fund Activity: Q4 2019 in Review

57 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q4 2019, worth a combined $118M — up 8.6% from $109M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PIZ and 6 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was Raymond James & Associates, adding an estimated $921K. The largest seller was Royal Bank of Canada, cutting an estimated $1.68M.

  • 57 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q4 2019, down from 62 in Q3 2019.
  • Funds reported $118M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q4 2019, up 8.6% quarter-over-quarter.
  • 6 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q4 2019 and 11 closed out, a net change of -5 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q4 2019 was Raymond James & Associates, an estimated $921K added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $1.68M sold.

Based on aggregated 13F filings for Q4 2019.