Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
48 hedge funds and large institutions have $115M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 27 reducing their positions, and 9 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.82% less ownership
Funds ownership: 68.28% → 62.46% (-5.8%)
13% less funds holding
Funds holding: 55 → 48 (-7)
18% less capital invested
Capital invested by funds: $141M → $115M (-$25.9M)
59% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 27
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
95% less call options, than puts
Call options by funds: $1K | Put options by funds: $19K
Top Buyers
Top Sellers
| 1 |
SG Americas Securities
New York
|
-$11.1M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.6M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$2.46M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
51
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$22.7K | -1,000 | Closed |
|
|
CCA
52
Checchi Capital Advisers
Beverly Hills,
California
| – | -$12K | -523 | Closed |
|
|
CB
53
Community Bank
Dewitt,
New York
| – | -$5K | -226 | Closed |
|
|
CFA
54
CT Financial Advisors
Chadds Ford,
Pennsylvania
| – | -$1.7K | -75 | Closed |
|
55
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -49 | Closed |
|
|
WAP
56
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$1K | -30 | Closed |
|
PIZ Hedge Fund Activity: Q3 2016 in Review
48 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q3 2016, worth a combined $115M — down 18% from $141M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PIZ and 3 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 11 added.
The largest buyer was Envestnet Asset Management, adding an estimated $7.62M. The largest seller was SG Americas Securities, cutting an estimated $11.1M.
- 48 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q3 2016, down from 55 in Q2 2016.
- Funds reported $115M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q3 2016, down 18% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q3 2016 and 9 closed out, a net change of -6 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q3 2016 was Envestnet Asset Management, an estimated $7.62M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q3 2016 was SG Americas Securities, an estimated $11.1M sold.
Based on aggregated 13F filings for Q3 2016.