Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
53 hedge funds and large institutions have $108M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
15% more capital invested
Capital invested by funds: $93.5M → $108M (+$14.2M)
8% more funds holding
Funds holding: 49 → 53 (+4)
4.4% more ownership
Funds ownership: 63.31% → 67.72% (+4.4%)
5% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 20
80% less call options, than puts
Call options by funds: $32K | Put options by funds: $157K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$18.6M |
| 2 |
Jane Street
New York
|
+$3.37M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.25M |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$1.52M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$917K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$6.59M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.61M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.75M |
| 4 |
Morgan Stanley
New York
|
-$2.01M |
| 5 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
-$1.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWM
51
Holloway Wealth Management
Gainesville,
Florida
| $5K | – | – | – |
|
|
CCM
52
Cribstone Capital Management
Augusta,
Maine
| $2K | – | – | – |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| $1K | +$1.17K | +52 | New |
|
|
VKH
54
Virtu KCG Holdings
New York
| – | -$1.3M | -60,699 | Closed |
|
|
SWM
55
SVA Wealth Management
Madison,
Wisconsin
| – | -$201K | -9,383 | Closed |
|
56
UBS AM
Chicago,
Illinois
| – | -$6K | -275 | Closed |
|
PIZ Hedge Fund Activity: Q1 2017 in Review
53 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q1 2017, worth a combined $108M — up 15% from $93.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PIZ positions and 3 closed out — a net gain of 5 holders — while 19 added to existing stakes and 20 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $18.6M. The largest seller was United Capital Financial Advisors, cutting an estimated $6.59M.
- 53 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q1 2017, up from 49 in Q4 2016.
- Funds reported $108M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q1 2017, up 15% quarter-over-quarter.
- 8 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q1 2017 and 3 closed out, a net change of +5 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q1 2017 was MML Investors Services, an estimated $18.6M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q1 2017 was United Capital Financial Advisors, an estimated $6.59M sold.
Based on aggregated 13F filings for Q1 2017.