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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

57 hedge funds and large institutions have $138M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

19% more capital invested

Capital invested by funds: $116M → $138M (+$22.1M)

8% more funds holding

Funds holding: 53 → 57 (+4)

16.43% less ownership

Funds ownership: 60.08% → 43.65% (-16%)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
17
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIM
Freedom Investment Management
Connecticut
+$7.25M
2
Morgan Stanley
Morgan Stanley
New York
+$6.57M
3
Jane Street
Jane Street
New York
+$5.99M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$2.16M
5
FTS
Fifth Third Securities
Ohio
+$1.78M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.97M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.11M
3
OMC
Old Mission Capital
Illinois
-$558K
4
FTUS
Flow Traders U.S.
New York
-$391K
5
GVAG
Great Valley Advisor Group
Delaware
-$213K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$605K -$157K -3,915 -20%
GVAG
27
Great Valley Advisor Group
Delaware
$568K -$213K -5,317 -26%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$561K -$48.8K -1,219 -8%
William Blair & Company
29
William Blair & Company
Illinois
$496K +$24K +600 +5%
OMC
30
Old Mission Capital
Illinois
$480K -$558K -13,932 -52%
Citadel Advisors
31
Citadel Advisors
Florida
$422K -$1.97M -49,269 -82%
NA
32
NewEdge Advisors
Louisiana
$329K +$9.97K +249 +3%
OC
33
Oppenheimer & Co
New York
$268K -$1.04K -26 -0.4%
CIBC World Market
34
CIBC World Market
Ontario, Canada
$261K -$94.9K -2,371 -26%
EBA
35
Eagle Bay Advisors
New York
$251K +$61.6K +1,540 +30%
SWP
36
Stratos Wealth Partners
Ohio
$247K +$600 +15 +0.2%
DADC
37
D.A. Davidson & Co
Montana
$219K – – –
DI
38
Diligent Investors
California
$203K – – –
CIAS
39
Capital Investment Advisory Services
North Carolina
$202K – – –
BFEC
40
Benjamin F. Edwards & Company
Missouri
$197K -$1.48K -37 -0.7%
GWM
41
Geneos Wealth Management
Colorado
$189K +$20.1K +501 +11%
CF
42
Centaurus Financial
California
$127K +$134K +3,353 New
SPIA
43
Steward Partners Investment Advisory
New York
$86K – – –
HI
44
Harbour Investments
Wisconsin
$70K +$73.8K +1,844 New
APA
45
American Portfolios Advisors
New York
$67.1K +$13.2K +330 +23%
GT
46
Glenmede Trust
Pennsylvania
$50K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$45K +$4K +100 +10%
PCG
48
Private Capital Group
Connecticut
$38K – – –
FGAM
49
Financial Gravity Asset Management
Texas
$38K +$80 +2 New
MIM
50
MTM Investment Management
South Carolina
$31K – – –
1
2
3

PIZ Hedge Fund Activity: Q3 2021 in Review

57 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q3 2021, worth a combined $138M — up 19% from $116M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PIZ positions and 1 closed out — a net gain of 7 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $7.25M. The largest seller was Citadel Advisors, cutting an estimated $1.97M.

  • 57 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q3 2021, up from 53 in Q2 2021.
  • Funds reported $138M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q3 2021, up 19% quarter-over-quarter.
  • 8 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q3 2021 and 1 closed out, a net change of +7 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q3 2021 was Freedom Investment Management, an estimated $7.25M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q3 2021 was Citadel Advisors, an estimated $1.97M sold.

Based on aggregated 13F filings for Q3 2021.