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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

53 hedge funds and large institutions have $62.3M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

23% more funds holding

Funds holding: 43 → 53 (+10)

2.87% less ownership

Funds ownership: 62.41% → 59.54% (-2.9%)

24% less capital invested

Capital invested by funds: $81.7M → $62.3M (-$19.4M)

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
53
Holders Change
+10
Holders Change %
+23.26%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
10
Reduced
21
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.39M
2
CWP
Cyndeo Wealth Partners
Florida
+$2.22M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.35M
4
FTUS
Flow Traders U.S.
New York
+$1.29M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.25M

Top Sellers

Rank Fund Capital Flow
1
NC
NewSquare Capital
Pennsylvania
-$10.3M
2
PFS
Prospera Financial Services
Texas
-$9.54M
3
CA
Cetera Advisors
Colorado
-$1.89M
4
OMC
Old Mission Capital
Illinois
-$1.82M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$951K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$385K -$38.9K -1,281 -9%
Osaic Holdings
27
Osaic Holdings
Arizona
$375K +$88.3K +2,910 +29%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$361K +$4K +132 +1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$344K +$7.34K +242 +2%
LCM
30
Lunt Capital Management
Utah
$314K +$332K +10,944 New
DSCM
31
Del-Sette Capital Management
New York
$270K +$286K +9,409 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$261K -$26.2K -862 -9%
PI
33
PFG Investments
New York
$244K -$624K -20,564 -71%
CIBC World Market
34
CIBC World Market
Ontario, Canada
$229K – – –
Comerica Bank
35
Comerica Bank
Texas
$222K +$235K +7,733 New
CIAS
36
Capital Investment Advisory Services
North Carolina
$153K – – –
BFEC
37
Benjamin F. Edwards & Company
Missouri
$121K +$152 +5 +0.1%
EBA
38
Eagle Bay Advisors
New York
$115K – – –
William Blair & Company
39
William Blair & Company
Illinois
$53K – – –
DFA
40
DHJJ Financial Advisors
Illinois
$52.7K +$55.8K +1,839 New
NS
41
NBC Securities
Alabama
$25K +$26.7K +879 New
SPIA
42
Steward Partners Investment Advisory
New York
$21.2K – – –
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$17.4K +$15.4K +506 +506%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$17.3K +$30 +1 +0.2%
GT
45
Glenmede Trust
Pennsylvania
$15.8K – – –
KFI
46
Key Financial Inc
Pennsylvania
$11.6K – – –
GWM
47
Geneos Wealth Management
Colorado
$8.17K – – –
NA
48
NewEdge Advisors
Louisiana
$8.01K -$8.28K -273 -49%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$6.03K – – –
1
2
3

PIZ Hedge Fund Activity: Q3 2023 in Review

53 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q3 2023, worth a combined $62.3M — down 24% from $81.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PIZ positions and 1 closed out — a net gain of 10 holders — while 10 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $4.39M. The largest seller was NewSquare Capital, cutting an estimated $10.3M.

  • 53 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q3 2023, up from 43 in Q2 2023.
  • Funds reported $62.3M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q3 2023, down 24% quarter-over-quarter.
  • 11 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q3 2023 and 1 closed out, a net change of +10 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q3 2023 was Jane Street, an estimated $4.39M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q3 2023 was NewSquare Capital, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2023.