Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
56 hedge funds and large institutions have $125M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
16% more capital invested
Capital invested by funds: $108M → $125M (+$17M)
6% more funds holding
Funds holding: 53 → 56 (+3)
4.6% less ownership
Funds ownership: 67.72% → 63.11% (-4.6%)
71% less call options, than puts
Call options by funds: $38K | Put options by funds: $132K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$6.83M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.44M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.14M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$2.35M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$16.1M |
| 2 |
Jane Street
New York
|
-$3.14M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.37M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$2.27M |
| 5 |
SG Americas Securities
New York
|
-$2.01M |
PIZ Hedge Fund Activity: Q2 2017 in Review
56 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q2 2017, worth a combined $125M — up 16% from $108M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PIZ positions and 8 closed out — a net gain of 4 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was SPC Financial Inc, opening a new position worth an estimated $6.83M. The largest seller was MML Investors Services, cutting an estimated $16.1M.
- 56 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q2 2017, up from 53 in Q1 2017.
- Funds reported $125M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q2 2017, up 16% quarter-over-quarter.
- 12 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q2 2017 and 8 closed out, a net change of +4 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q2 2017 was SPC Financial Inc, an estimated $6.83M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q2 2017 was MML Investors Services, an estimated $16.1M sold.
Based on aggregated 13F filings for Q2 2017.