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Invesco Dorsey Wright Developed Markets Momentum ETF

58 hedge funds and large institutions have $161M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.5% less ownership

Funds ownership: 63.71%62.21% (-1.5%)

12% less funds holding

Funds holding: 6658 (-8)

37% less capital invested

Capital invested by funds: $255M → $161M (-$93.6M)

52% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 31

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

95% less call options, than puts

Call options by funds: $168K | Put options by funds: $3.73M

Holders
58
Holders Change
-8
Holders Change %
-12.12%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
4
Increased
15
Reduced
31
Closed
11
Calls
$168K
Puts
$3.73M
Net Calls
-$3.56M
Net Calls Change
+$6.61M

PIZ Hedge Fund Activity: Q3 2015 in Review

58 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q3 2015, worth a combined $161M — down 37% from $255M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PIZ and 4 opened new positions — a net loss of 7 holders — while 31 trimmed existing stakes and 15 added.

The largest buyer was Goldman Sachs, adding an estimated $10.6M. The largest seller was Wells Fargo, cutting an estimated $24.2M.

  • 58 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q3 2015, down from 66 in Q2 2015.
  • Funds reported $161M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q3 2015, down 37% quarter-over-quarter.
  • 4 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q3 2015 and 11 closed out, a net change of -7 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q3 2015 was Goldman Sachs, an estimated $10.6M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q3 2015 was Wells Fargo, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2015.