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Invesco Dorsey Wright Developed Markets Momentum ETF

54 hedge funds and large institutions have $123M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $89.2M → $123M (+$33.4M)

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

8.2% more ownership

Funds ownership: 63.65%71.85% (+8.2%)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

2% less funds holding

Funds holding: 5554 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
16
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$403K +$54.6K +1,457 +15%
DSCM
27
Del-Sette Capital Management
New York
$372K -$5.22M -139,470 -93%
OIA
28
OneDigital Investment Advisors
Kansas
$366K -$76.6K -2,046 -17%
GRP
29
Global Retirement Partners
California
$297K +$306K +8,169 New
AAS
30
Avantax Advisory Services
Texas
$295K +$304K +8,125 New
LCM
31
Lunt Capital Management
Utah
$293K +$303K +8,079 New
CIBC World Market
32
CIBC World Market
Ontario, Canada
$290K
PI
33
PFG Investments
New York
$288K -$22.6K -604 -7%
Comerica Bank
34
Comerica Bank
Texas
$230K +$46.7K +1,246 +24%
NAM
35
NorthCrest Asset Manangement
Minnesota
$205K +$211K +5,647 New
CIAS
36
Capital Investment Advisory Services
North Carolina
$201K +$8.35K +223 +4%
CWC
37
Carolinas Wealth Consulting
North Carolina
$176K
SPIA
38
Steward Partners Investment Advisory
New York
$162K +$14.7K +392 +10%
EBA
39
Eagle Bay Advisors
New York
$146K
William Blair & Company
40
William Blair & Company
Illinois
$69K
DFA
41
DHJJ Financial Advisors
Illinois
$56.8K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$31.6K -$37 -1 -0.1%
GT
43
Glenmede Trust
Pennsylvania
$17.3K
KFI
44
Key Financial Inc
Pennsylvania
$14.7K
HNB
45
Huntington National Bank
Ohio
$11.9K
GWM
46
Geneos Wealth Management
Colorado
$10.4K
PSFG
47
Park Square Financial Group
Georgia
$10.2K +$10.5K +280 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$8K
TSMHT
49
Thurston Springer Miller Herd & Titak
Indiana
$7.66K
JP Morgan Chase
50
JP Morgan Chase
New York
$5.29K +$4.08K +109 +303%

PIZ Hedge Fund Activity: Q4 2024 in Review

54 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q4 2024, worth a combined $123M — up 37% from $89.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PIZ positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $31.4M. The largest seller was Del-Sette Capital Management, cutting an estimated $5.22M.

  • 54 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q4 2024, down from 55 in Q3 2024.
  • Funds reported $123M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q4 2024, up 37% quarter-over-quarter.
  • 8 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q4 2024 and 6 closed out, a net change of +2 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q4 2024 was Wells Fargo, an estimated $31.4M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q4 2024 was Del-Sette Capital Management, an estimated $5.22M sold.

Based on aggregated 13F filings for Q4 2024.