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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

47 hedge funds and large institutions have $83.7M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $60.2M → $83.7M (+$23.5M)

11.32% more ownership

Funds ownership: 55.69% → 67.01% (+11%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

4% less funds holding

Funds holding: 49 → 47 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NC
NewSquare Capital
Pennsylvania
+$9.39M
2
PFS
Prospera Financial Services
Texas
+$7.83M
3
Jane Street
Jane Street
New York
+$2.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.29M
5
FIM
Freedom Investment Management
Connecticut
+$655K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.49M
2
LPL Financial
LPL Financial
California
-$1.2M
3
OMC
Old Mission Capital
Illinois
-$1M
4
UBS Group
UBS Group
Switzerland
-$897K
5
MWM
MorganRosel Wealth Management
Colorado
-$485K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$317K +$28.5K +1,059 +10%
Osaic Holdings
27
Osaic Holdings
Arizona
$294K +$26.8K +994 +10%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$250K – – –
CIAS
29
Capital Investment Advisory Services
North Carolina
$146K – – –
BFEC
30
Benjamin F. Edwards & Company
Missouri
$117K +$135 +5 +0.1%
EBA
31
Eagle Bay Advisors
New York
$110K – – –
William Blair & Company
32
William Blair & Company
Illinois
$50.8K – – –
PTC
33
Private Trust Company
Ohio
$25K – – –
MCC
34
Money Concepts Capital
Florida
$22.7K +$22.2K +825 New
TRCT
35
Tower Research Capital (TRC)
New York
$21K +$17.4K +648 +617%
SPIA
36
Steward Partners Investment Advisory
New York
$20.3K – – –
Fidelity Investments
37
Fidelity Investments
Massachusetts
$16.3K +$9.82K +365 +159%
GT
38
Glenmede Trust
Pennsylvania
$15.1K – – –
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$9.86K -$27.7K -1,028 -74%
KFI
40
Key Financial Inc
Pennsylvania
$9.86K – – –
GWM
41
Geneos Wealth Management
Colorado
$7.83K – – –
IA
42
IFP Advisors
Florida
$7K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$5.61K – – –
CA
45
Clearstead Advisors
Ohio
$4.12K +$4.04K +150 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$3.43K – – –
NA
47
NewEdge Advisors
Louisiana
$2.02K -$200K -7,432 -84%
HNB
48
Huntington National Bank
Ohio
$24 – – –
OMC
49
Old Mission Capital
Illinois
– -$1M -41,204 Closed
CAG
50
Csenge Advisory Group
Florida
– -$343K -14,114 Closed
1
2
3

PIZ Hedge Fund Activity: Q4 2022 in Review

47 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q4 2022, worth a combined $83.7M — up 39% from $60.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PIZ and 3 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 15 added.

The largest buyer was NewSquare Capital, adding an estimated $9.39M. The largest seller was Morgan Stanley, cutting an estimated $1.49M.

  • 47 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q4 2022, down from 49 in Q3 2022.
  • Funds reported $83.7M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q4 2022, up 39% quarter-over-quarter.
  • 3 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q4 2022 and 4 closed out, a net change of -1 holder.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q4 2022 was NewSquare Capital, an estimated $9.39M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q4 2022 was Morgan Stanley, an estimated $1.49M sold.

Based on aggregated 13F filings for Q4 2022.