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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

52 hedge funds and large institutions have $114M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

33% more capital invested

Capital invested by funds: $85.4M → $114M (+$28.2M)

8% more funds holding

Funds holding: 48 → 52 (+4)

2.85% more ownership

Funds ownership: 54.48% → 57.33% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
18
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Affinity Wealth Management
Delaware
+$7.8M
2
PFS
Prospera Financial Services
Texas
+$3.49M
3
Bank of America
Bank of America
North Carolina
+$2.99M
4
Wells Fargo
Wells Fargo
California
+$2.96M
5
NC
NewSquare Capital
Pennsylvania
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.26M
2
Invesco
Invesco
Georgia
-$1.25M
3
LPL Financial
LPL Financial
California
-$1.03M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$609K
5
UBS Group
UBS Group
Switzerland
-$459K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$625K +$131K +4,061 +28%
Osaic Holdings
27
Osaic Holdings
Arizona
$495K +$72.4K +2,248 +18%
SFI
28
SPC Financial Inc
Maryland
$456K +$21.1K +655 +5%
William Blair & Company
29
William Blair & Company
Illinois
$329K +$40.1K +1,245 +15%
CIBC World Market
30
CIBC World Market
Ontario, Canada
$305K – – –
SWP
31
Stratos Wealth Partners
Ohio
$240K – – –
NA
32
NewEdge Advisors
Louisiana
$238K +$6.92K +215 +3%
DADC
33
D.A. Davidson & Co
Montana
$204K +$194K +6,024 New
CIAS
34
Capital Investment Advisory Services
North Carolina
$180K – – –
BFEC
35
Benjamin F. Edwards & Company
Missouri
$154K +$147K +4,560 New
SPIA
36
Steward Partners Investment Advisory
New York
$76K -$5.15K -160 -7%
SFS
37
Sowell Financial Services
Arkansas
$53K – – –
APA
38
American Portfolios Advisors
New York
$48.6K – – –
GT
39
Glenmede Trust
Pennsylvania
$45K – – –
DWP
40
Destiny Wealth Partners
Florida
$45K +$42.8K +1,330 New
PCG
41
Private Capital Group
Connecticut
$34K – – –
MIM
42
MTM Investment Management
South Carolina
$28K +$26.4K +819 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$16K -$98.2K -3,049 -87%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$11K -$6.73K -209 -38%
CAGAS
45
Capital Advisory Group Advisory Services
Minnesota
$11K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$7K – – –
SFSIG
48
San Francisco Sentry Investment Group
California
$7K – – –
GFPC
49
Global Financial Private Client
Florida
$3.68K – – –
Bessemer Group
50
Bessemer Group
New Jersey
$2K +$1.61K +50 New
1
2
3

PIZ Hedge Fund Activity: Q4 2020 in Review

52 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q4 2020, worth a combined $114M — up 33% from $85.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PIZ positions and 6 closed out — a net gain of 5 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $7.8M. The largest seller was Jane Street, cutting an estimated $1.26M.

  • 52 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q4 2020, up from 48 in Q3 2020.
  • Funds reported $114M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q4 2020, up 33% quarter-over-quarter.
  • 11 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q4 2020 and 6 closed out, a net change of +5 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q4 2020 was Affinity Wealth Management, an estimated $7.8M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q4 2020 was Jane Street, an estimated $1.26M sold.

Based on aggregated 13F filings for Q4 2020.