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Invesco Dorsey Wright Developed Markets Momentum ETF

61 hedge funds and large institutions have $145M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

17.42% more ownership

Funds ownership: 43.65%61.06% (+17%)

7% more funds holding

Funds holding: 5761 (+4)

6% more capital invested

Capital invested by funds: $138M → $145M (+$7.63M)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
23
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$679K +$28.1K +711 +4%
SFI
27
SPC Financial Inc
Maryland
$649K -$13K -330 -2%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$582K -$12.7K -321 -2%
GVAG
29
Great Valley Advisor Group
Delaware
$577K -$25K -633 -4%
PAG
30
Private Advisor Group
New Jersey
$554K +$543K +13,754 New
William Blair & Company
31
William Blair & Company
Illinois
$527K
NA
32
NewEdge Advisors
Louisiana
$444K +$92.3K +2,337 +27%
Osaic Holdings
33
Osaic Holdings
Arizona
$438K -$253K -6,411 -37%
CIBC World Market
34
CIBC World Market
Ontario, Canada
$372K +$93.6K +2,371 +35%
OMC
35
Old Mission Capital
Illinois
$302K -$204K -5,158 -41%
OC
36
Oppenheimer & Co
New York
$283K -$1.26K -32 -0.5%
SWP
37
Stratos Wealth Partners
Ohio
$259K -$3.99K -101 -2%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$219K +$9.51K +241 +5%
AWM
39
Apollon Wealth Management
South Carolina
$217K +$212K +5,379 New
CIAS
40
Capital Investment Advisory Services
North Carolina
$215K
DADC
41
D.A. Davidson & Co
Montana
$202K -$29.8K -756 -13%
EBA
42
Eagle Bay Advisors
New York
$176K -$89.9K -2,278 -34%
GWM
43
Geneos Wealth Management
Colorado
$161K -$39.4K -997 -20%
CF
44
Centaurus Financial
California
$137K +$1.7K +43 +1%
SCA
45
Snowden Capital Advisors
New York
$111K +$109K +2,759 New
SPIA
46
Steward Partners Investment Advisory
New York
$91K
APA
47
American Portfolios Advisors
New York
$72.6K +$1.38K +35 +2%
GT
48
Glenmede Trust
Pennsylvania
$53K
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$48K +$3.95K +100 +9%
PCG
50
Private Capital Group
Connecticut
$40K

PIZ Hedge Fund Activity: Q4 2021 in Review

61 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q4 2021, worth a combined $145M — up 5.5% from $138M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PIZ positions and 6 closed out — a net gain of 4 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.17M. The largest seller was Jane Street, exiting entirely with an estimated $6.06M sold.

  • 61 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q4 2021, up from 57 in Q3 2021.
  • Funds reported $145M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q4 2021, up 5.5% quarter-over-quarter.
  • 10 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q4 2021 and 6 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q4 2021 was Royal Bank of Canada, an estimated $3.17M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q4 2021 was Jane Street, an estimated $6.06M sold.

Based on aggregated 13F filings for Q4 2021.