PIZ icon

Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

Overview Fund Activity

67 hedge funds and large institutions have $516M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
1.94%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
11
Increased
41
Reduced
12
Closed
4
Calls
$27K
Puts
$784K
Net Calls
-$757K
Net Calls Change
+$14.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
BTS
2
BB&T Securities
Virginia
$32.9M
3
Wells Fargo
3
Wells Fargo
California
$83.7M
4
U
4
UBS
Switzerland
$55M
5
FAAM
5
First Allied Asset Management
California
$6.64M

Top Sellers

1
DADC
1
D.A. Davidson & Co
Montana
$721K
2
Bank of America
2
Bank of America
North Carolina
$29.4M
3
NL
3
NWAM LLC
Washington
$0
4
PAG
4
Private Advisor Group
New Jersey
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
51
Placemark Investments
Illinois
$425K -$226K -8,380 -35%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$388K +$388K +14,400 New
SAG
53
Sterne Agee Group
Alabama
$355K +$2.29K +85 +0.6%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$341K +$67.4K +2,504 +25%
Creative Planning
55
Creative Planning
Kansas
$269K +$234K +8,711 +676%
Verition Fund Management
56
Verition Fund Management
Connecticut
$260K +$260K +9,651 New
HighTower Advisors
57
HighTower Advisors
Illinois
$220K +$220K +8,158 New
BFEC
58
Benjamin F. Edwards & Company
Missouri
$173K +$90.8K +3,364 +111%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$120K -$129K -4,769 -52%
CFS
60
Community Financial System
New York
$116K +$41.6K +1,550 +56%
NES
61
New England Securities
New York
$95K +$1.08K +40 +1%
US Bancorp
62
US Bancorp
Minnesota
$39K – – –
TFA
63
Transamerica Financial Advisors
Florida
$24K -$5.05K -183 -17%
WA
64
WFG Advisors
Texas
$24K +$24K +890 New
GT
65
Glenmede Trust
Pennsylvania
$22K – – –
BRWM
66
B. Riley Wealth Management
Tennessee
$13K +$13K +486 New
LFG
67
LifePlan Financial Group
Ohio
$12K – – –
NL
68
NWAM LLC
Washington
– -$1.58M -59,639 Closed
PAG
69
Private Advisor Group
New Jersey
– -$1.41M -53,333 Closed
Goldman Sachs
70
Goldman Sachs
New York
– -$331K -12,479 Closed
GI
71
Gradient Investments
Minnesota
– -$1K -29 Closed
1 2
3