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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

56 hedge funds and large institutions have $77.7M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 27 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding

Funds holding: 52 → 56 (+4)

7.26% less ownership

Funds ownership: 68.18% → 60.92% (-7.3%)

18% less capital invested

Capital invested by funds: $94.2M → $77.7M (-$16.5M)

59% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 27

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
11
Reduced
27
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$869K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$850K
3
UBS Group
UBS Group
Switzerland
+$759K
4
DSCM
Del-Sette Capital Management
New York
+$144K
5
CWC
Carolinas Wealth Consulting
North Carolina
+$138K

Top Sellers

Rank Fund Capital Flow
1
NC
NewSquare Capital
Pennsylvania
-$11M
2
OMC
Old Mission Capital
Illinois
-$4M
3
Jane Street
Jane Street
New York
-$3.25M
4
Morgan Stanley
Morgan Stanley
New York
-$2.49M
5
RWM
Refined Wealth Management
Utah
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$515K -$980K -29,780 -67%
OIA
27
OneDigital Investment Advisors
Kansas
$475K +$33 +1 +0%
DSCM
28
Del-Sette Capital Management
New York
$475K +$144K +4,366 +46%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$391K +$73.6K +2,237 +25%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$388K -$98.6K -2,998 -21%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$336K -$80.3K -2,440 -20%
PI
32
PFG Investments
New York
$307K -$655K -19,907 -69%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$275K – – –
Citadel Advisors
34
Citadel Advisors
Florida
$252K -$526K -15,999 -69%
Comerica Bank
35
Comerica Bank
Texas
$248K -$17.3K -525 -7%
Osaic Holdings
36
Osaic Holdings
Arizona
$236K -$29.4K -895 -12%
CIAS
37
Capital Investment Advisory Services
North Carolina
$184K – – –
SPIA
38
Steward Partners Investment Advisory
New York
$167K +$135K +4,117 +556%
CWC
39
Carolinas Wealth Consulting
North Carolina
$145K +$138K +4,206 New
EBA
40
Eagle Bay Advisors
New York
$138K – – –
RIA
41
Realta Investment Advisors
Delaware
$98.2K +$93.8K +2,850 New
BFEC
42
Benjamin F. Edwards & Company
Missouri
$87K -$37.8K -1,148 -31%
William Blair & Company
43
William Blair & Company
Illinois
$65.5K – – –
DFA
44
DHJJ Financial Advisors
Illinois
$53.9K – – –
NS
45
NBC Securities
Alabama
$31K – – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$25K +$4.08K +124 +21%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$20.9K – – –
GT
48
Glenmede Trust
Pennsylvania
$19K – – –
KFI
49
Key Financial Inc
Pennsylvania
$14K – – –
GWM
50
Geneos Wealth Management
Colorado
$9.82K – – –
1
2
3

PIZ Hedge Fund Activity: Q1 2024 in Review

56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q1 2024, worth a combined $77.7M — down 18% from $94.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PIZ positions and 0 closed out — a net gain of 4 holders — while 11 added to existing stakes and 27 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $869K. The largest seller was NewSquare Capital, cutting an estimated $11M.

  • 56 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q1 2024, up from 52 in Q4 2023.
  • Funds reported $77.7M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q1 2024, down 18% quarter-over-quarter.
  • 4 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q1 2024 and 0 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $869K added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q1 2024 was NewSquare Capital, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2024.