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Invesco Dorsey Wright Developed Markets Momentum ETF

60 hedge funds and large institutions have $80.4M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

7% more funds holding

Funds holding: 5660 (+4)

4% more capital invested

Capital invested by funds: $77.7M → $80.4M (+$2.75M)

0.05% less ownership

Funds ownership: 60.92%60.86% (-0.05%)

59% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 29

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
12
Reduced
29
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$497K -$35.6K -1,027 -7%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$447K +$40.4K +1,167 +10%
OIA
28
OneDigital Investment Advisors
Kansas
$441K -$50.2K -1,448 -11%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$411K +$8.24K +238 +2%
Osaic Holdings
30
Osaic Holdings
Arizona
$367K +$119K +3,426 +50%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$344K -$4.43K -128 -1%
PI
32
PFG Investments
New York
$318K -$450 -13 -0.1%
CIBC World Market
33
CIBC World Market
Ontario, Canada
$285K
CIAS
34
Capital Investment Advisory Services
North Carolina
$190K
Comerica Bank
35
Comerica Bank
Texas
$182K -$73K -2,108 -29%
CWC
36
Carolinas Wealth Consulting
North Carolina
$163K +$12.7K +367 +9%
SPIA
37
Steward Partners Investment Advisory
New York
$149K -$23.6K -681 -14%
EBA
38
Eagle Bay Advisors
New York
$143K
KFS
39
Kelly Financial Services
Massachusetts
$104K +$101K +2,902 New
BFEC
40
Benjamin F. Edwards & Company
Missouri
$88K -$2.29K -66 -3%
William Blair & Company
41
William Blair & Company
Illinois
$67.8K
DFA
42
DHJJ Financial Advisors
Illinois
$55.9K
NS
43
NBC Securities
Alabama
$31K
Fidelity Investments
44
Fidelity Investments
Massachusetts
$25.9K
GT
45
Glenmede Trust
Pennsylvania
$17K -$2.6K -75 -14%
KFI
46
Key Financial Inc
Pennsylvania
$14.5K
CA
47
Crewe Advisors
Utah
$11.6K +$11.3K +325 New
Jones Financial Companies
48
Jones Financial Companies
Missouri
$10.8K +$10.5K +302 New
IAIM
49
International Assets Investment Management
Florida
$10.5K +$10.2K +294 New
GWM
50
Geneos Wealth Management
Colorado
$10.2K

PIZ Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q2 2024, worth a combined $80.4M — up 3.5% from $77.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PIZ positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 29 trimmed.

The largest buyer was Del-Sette Capital Management, adding an estimated $4.94M. The largest seller was UBS Group, cutting an estimated $2.55M.

  • 60 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q2 2024, up from 56 in Q1 2024.
  • Funds reported $80.4M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 6 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q2 2024 and 2 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q2 2024 was Del-Sette Capital Management, an estimated $4.94M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q2 2024 was UBS Group, an estimated $2.55M sold.

Based on aggregated 13F filings for Q2 2024.