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Invesco Dorsey Wright Developed Markets Momentum ETF

49 hedge funds and large institutions have $60.2M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4949 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3.09% less ownership

Funds ownership: 58.78%55.69% (-3.1%)

23% less capital invested

Capital invested by funds: $78M → $60.2M (-$17.8M)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$324K -$54.5K -1,962 -13%
Stifel Financial
27
Stifel Financial
Missouri
$255K -$63.1K -2,270 -18%
Osaic Holdings
28
Osaic Holdings
Arizona
$237K -$21.6K -777 -7%
CIBC World Market
29
CIBC World Market
Ontario, Canada
$221K
NA
30
NewEdge Advisors
Louisiana
$216K -$18.5K -667 -7%
CIAS
31
Capital Investment Advisory Services
North Carolina
$129K
BFEC
32
Benjamin F. Edwards & Company
Missouri
$103K +$1.17K +42 +1%
EBA
33
Eagle Bay Advisors
New York
$97K -$9.61K -346 -8%
William Blair & Company
34
William Blair & Company
Illinois
$45K
APA
35
American Portfolios Advisors
New York
$40K -$4.25K -153 -8%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$34K +$38.5K +1,387 New
PTC
37
Private Trust Company
Ohio
$22K
SPIA
38
Steward Partners Investment Advisory
New York
$18K
GT
39
Glenmede Trust
Pennsylvania
$13K
KFI
40
Key Financial Inc
Pennsylvania
$10K
IA
41
IFP Advisors
Florida
$7K
GWM
42
Geneos Wealth Management
Colorado
$6K -$64.3K -2,316 -89%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$6K
Fidelity Investments
44
Fidelity Investments
Massachusetts
$6K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$3K
TRCT
46
Tower Research Capital (TRC)
New York
$3K +$2.92K +105 New
AAP
47
Arax Advisory Partners
Colorado
$2K +$2.36K +85 New
Simplex Trading
48
Simplex Trading
Illinois
$2K +$2.86K +103 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$6
FIM
50
Freedom Investment Management
Connecticut
-$717K -25,959 Closed

PIZ Hedge Fund Activity: Q3 2022 in Review

49 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q3 2022, worth a combined $60.2M — down 23% from $78M a quarter earlier.

Fund positioning in PIZ was balanced in Q3 2022: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, adding an estimated $3.26M. The largest seller was Bank of America, cutting an estimated $6.81M.

  • 49 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $60.2M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q3 2022, down 23% quarter-over-quarter.
  • 6 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q3 2022 and 6 closed out, a net change of 0 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q3 2022 was Jane Street, an estimated $3.26M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q3 2022 was Bank of America, an estimated $6.81M sold.

Based on aggregated 13F filings for Q3 2022.