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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

54 hedge funds and large institutions have $117M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5.65% more ownership

Funds ownership: 57.33% → 62.98% (+5.6%)

4% more funds holding

Funds holding: 52 → 54 (+2)

3% more capital invested

Capital invested by funds: $114M → $117M (+$3.61M)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
15
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIM
Freedom Investment Management
Connecticut
+$7.22M
2
LPL Financial
LPL Financial
California
+$2.67M
3
HFA
Hoover Financial Advisors
Pennsylvania
+$2.31M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.34M
5
OMC
Old Mission Capital
Illinois
+$1.3M

Top Sellers

1
AWM
Affinity Wealth Management
Delaware
-$8.3M
2
Wells Fargo
Wells Fargo
California
-$3.62M
3
MWM
MorganRosel Wealth Management
Colorado
-$935K
4
UBS Group
UBS Group
Switzerland
-$747K
5
GWM
Geneos Wealth Management
Colorado
-$280K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$662K +$27.5K +807 +4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$656K -$118K -3,462 -15%
Stifel Financial
28
Stifel Financial
Missouri
$575K -$53.1K -1,560 -8%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$559K -$99.9K -2,932 -15%
SFI
30
SPC Financial Inc
Maryland
$453K -$5.28K -155 -1%
William Blair & Company
31
William Blair & Company
Illinois
$416K +$86.4K +2,535 +26%
Osaic Holdings
32
Osaic Holdings
Arizona
$392K -$106K -3,115 -21%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$320K +$14.1K +415 +5%
NA
34
NewEdge Advisors
Louisiana
$302K +$63K +1,850 +26%
OC
35
Oppenheimer & Co
New York
$231K +$232K +6,810 New
SWP
36
Stratos Wealth Partners
Ohio
$224K -$17K -500 -7%
CIAS
37
Capital Investment Advisory Services
North Carolina
$181K – – –
BFEC
38
Benjamin F. Edwards & Company
Missouri
$177K +$22.3K +655 +14%
HI
39
Harbour Investments
Wisconsin
$84K +$84.6K +2,483 New
SPIA
40
Steward Partners Investment Advisory
New York
$76.7K – – –
SFS
41
Sowell Financial Services
Arkansas
$57K – – –
APA
42
American Portfolios Advisors
New York
$48.8K – – –
DWP
43
Destiny Wealth Partners
Florida
$45K – – –
GT
44
Glenmede Trust
Pennsylvania
$45K – – –
PCG
45
Private Capital Group
Connecticut
$34K – – –
MIM
46
MTM Investment Management
South Carolina
$28K – – –
WP
47
WealthShield Partners
North Carolina
$22K +$22.1K +650 New
CAGAS
48
Capital Advisory Group Advisory Services
Minnesota
$12K – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
Fidelity Investments
50
Fidelity Investments
Massachusetts
$8K -$3.61K -106 -32%
1
2
3

PIZ Hedge Fund Activity: Q1 2021 in Review

54 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q1 2021, worth a combined $117M — up 3.2% from $114M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PIZ positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $7.22M. The largest seller was Affinity Wealth Management, exiting entirely with an estimated $8.3M sold.

  • 54 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q1 2021, up from 52 in Q4 2020.
  • Funds reported $117M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q1 2021, up 3.2% quarter-over-quarter.
  • 7 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q1 2021 and 5 closed out, a net change of +2 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q1 2021 was Freedom Investment Management, an estimated $7.22M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q1 2021 was Affinity Wealth Management, an estimated $8.3M sold.

Based on aggregated 13F filings for Q1 2021.