Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
48 hedge funds and large institutions have $312M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 6 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 8
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
85% more capital invested
Capital invested by funds: $169M → $312M (+$143M)
14% more funds holding
Funds holding: 42 → 48 (+6)
10.33% more ownership
Funds ownership: 61.64% → 71.97% (+10%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $14.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25.1M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$11.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$11.1M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$9.31M |
| 5 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$8.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
Hoxton Financial
Shepherdstown,
West Virginia
|
-$9.6M |
| 2 |
SNC
Stifel Nicolaus & Co
St Louis,
Missouri
|
-$1.45M |
| 3 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$292K |
| 4 |
Goldman Sachs
New York
|
-$261K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$101K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHC
51
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$101K | -4,769 | Closed |
|
|
BRWA
52
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$81K | -3,851 | Closed |
|
53
Nomura Holdings
Tokyo,
Japan
| – | -$21K | -1,000 | Closed |
|
|
AA
54
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$5K | -235 | Closed |
|
PIZ Hedge Fund Activity: Q3 2013 in Review
48 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q3 2013, worth a combined $312M — up 85% from $169M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PIZ positions and 6 closed out — a net gain of 6 holders — while 26 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $25.1M. The largest seller was Hoxton Financial, exiting entirely with an estimated $9.6M sold.
- 48 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q3 2013, up from 42 in Q2 2013.
- Funds reported $312M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q3 2013, up 85% quarter-over-quarter.
- 12 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q3 2013 and 6 closed out, a net change of +6 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q3 2013 was Morgan Stanley, an estimated $25.1M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q3 2013 was Hoxton Financial, an estimated $9.6M sold.
Based on aggregated 13F filings for Q3 2013.