PIZ icon

Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

Overview Fund Activity

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
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
$7.2M
2
LPL Financial
LPL Financial
California
$4.4M
3
HFA
Hoover Financial Advisors
Pennsylvania
$2.44M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.05M
5
OMC
Old Mission Capital
Illinois
$1.3M

Top Sellers

1
AWM
Affinity Wealth Management
Delaware
$0
2
Wells Fargo
Wells Fargo
California
$11.4M
3
MWM
MorganRosel Wealth Management
Colorado
$2.64M
4
UBS Group
UBS Group
Switzerland
$11.2M
5
GWM
Geneos Wealth Management
Colorado
$6.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$662K +$27.4K +807 +4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$656K -$118K -3,462 -15%
Stifel Financial
28
Stifel Financial
Missouri
$575K -$53K -1,560 -8%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$559K -$99.6K -2,932 -15%
SFI
30
SPC Financial Inc
Maryland
$453K -$5.27K -155 -1%
William Blair & Company
31
William Blair & Company
Illinois
$416K +$86.1K +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 +$62.8K +1,850 +26%
OC
35
Oppenheimer & Co
New York
$231K +$231K +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 +$22.2K +655 +14%
HI
39
Harbour Investments
Wisconsin
$84K +$84K +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 – – –
GT
43
Glenmede Trust
Pennsylvania
$45K – – –
DWP
44
Destiny Wealth Partners
Florida
$45K – – –
PCG
45
Private Capital Group
Connecticut
$34K – – –
MIM
46
MTM Investment Management
South Carolina
$28K – – –
WP
47
WealthShield Partners
North Carolina
$22K +$22K +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 -$3.69K -106 -32%
1
2
3