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Invesco Dorsey Wright Developed Markets Momentum ETF

49 hedge funds and large institutions have $85.2M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 4749 (+2)

2% more capital invested

Capital invested by funds: $83.7M → $85.2M (+$1.54M)

3.12% less ownership

Funds ownership: 67.01%63.89% (-3.1%)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
12
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$379K -$5.42K -185 -1%
Osaic Holdings
27
Osaic Holdings
Arizona
$308K -$12.6K -431 -4%
CIBC World Market
28
CIBC World Market
Ontario, Canada
$273K
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$238K +$233K +7,939 New
CIAS
30
Capital Investment Advisory Services
North Carolina
$160K
BFEC
31
Benjamin F. Edwards & Company
Missouri
$127K -$293 -10 -0.2%
EBA
32
Eagle Bay Advisors
New York
$120K
AAS
33
Ameritas Advisory Services
Nebraska
$107K +$102K +3,483 New
AIM
34
Anchor Investment Management
South Carolina
$78.5K +$76.8K +2,620 New
William Blair & Company
35
William Blair & Company
Illinois
$55.4K
WP
36
WealthShield Partners
North Carolina
$53.9K +$52.8K +1,800 New
PTC
37
Private Trust Company
Ohio
$27.2K
SPIA
38
Steward Partners Investment Advisory
New York
$22.2K
NA
39
NewEdge Advisors
Louisiana
$22K -$20.9K -713 -49%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$18.2K +$410 +14 +2%
GT
41
Glenmede Trust
Pennsylvania
$16.5K
KFI
42
Key Financial Inc
Pennsylvania
$12.2K
GWM
43
Geneos Wealth Management
Colorado
$8.54K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$7K
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$5.9K
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$5K -$5.63K -192 -53%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$3.75K
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$1.87K -$13.7K -467 -0.7%
TRCT
49
Tower Research Capital (TRC)
New York
$1K -$20.8K -709 -94%
HNB
50
Huntington National Bank
Ohio
$24

PIZ Hedge Fund Activity: Q1 2023 in Review

49 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q1 2023, worth a combined $85.2M — up 1.8% from $83.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PIZ positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 19 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.27M. The largest seller was Jane Street, cutting an estimated $7.03M.

  • 49 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q1 2023, up from 47 in Q4 2022.
  • Funds reported $85.2M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q1 2023, up 1.8% quarter-over-quarter.
  • 6 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q1 2023 and 4 closed out, a net change of +2 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $1.27M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q1 2023 was Jane Street, an estimated $7.03M sold.

Based on aggregated 13F filings for Q1 2023.