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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

65 hedge funds and large institutions have $145M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

3% more capital invested

Capital invested by funds: $141M → $145M (+$4.39M)

0.69% less ownership

Funds ownership: 60.07% → 59.37% (-0.69%)

8% less funds holding

Funds holding: 71 → 65 (-6)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
65
Holders Change
-6
Holders Change %
-8.45%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
29
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.38M
2
Bank of America
Bank of America
North Carolina
+$1.58M
3
CAI
Capital Advisors Inc
Oklahoma
+$1.35M
4
Invesco
Invesco
Georgia
+$966K
5
Citigroup
Citigroup
New York
+$726K

Top Sellers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
-$1.36M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.29M
3
AIP
Almanack Investment Partners
Pennsylvania
-$675K
4
PAG
Private Advisory Group
Washington
-$640K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$545K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$84K – – –
IA
52
IFP Advisors
Florida
$51K – – –
PFA
53
Pathway Financial Advisors
Vermont
$42K -$8.53K -301 -17%
FA
54
Fortis Advisors
Pennsylvania
$30K +$24K +848 +358%
PCG
55
Private Capital Group
Connecticut
$28K +$4.9K +173 +21%
GT
56
Glenmede Trust
Pennsylvania
$23K – – –
OIA
57
OneDigital Investment Advisors
Kansas
$22K +$113 +4 +0.5%
CFA
58
Carroll Financial Associates
North Carolina
$18K – – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$17K – – –
SWP
60
Strategic Wealth Partners
Ohio
$17K – – –
CAGAS
61
Capital Advisory Group Advisory Services
Minnesota
$9K +$9.63K +340 New
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$6K – – –
HWM
63
Holloway Wealth Management
Florida
$5K – – –
WAP
64
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
AIP
65
Almanack Investment Partners
Pennsylvania
– -$675K -24,426 Closed
PAG
66
Private Advisory Group
Washington
– -$640K -23,154 Closed
Jane Street
67
Jane Street
New York
– -$227K -8,211 Closed
CIAS
68
Capital Investment Advisory Services
North Carolina
– -$208K -7,539 Closed
WAM
69
Wealthspire Advisors (Maryland)
Maryland
– -$54K -1,947 Closed
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
– -$10K -362 Closed
MPWT
71
MassMutual Private Wealth & Trust
Connecticut
– -$4.7K -170 Closed
LA
72
Legacy Advisors
Pennsylvania
– -$2K -85 Closed
CCM
73
Cribstone Capital Management
Maine
– -$2K -83 Closed
VCM
74
Versant Capital Management
Arizona
– +$510 +18 New
1 2
3

PIZ Hedge Fund Activity: Q1 2018 in Review

65 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q1 2018, worth a combined $145M — up 3.1% 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 22 trimmed existing stakes and 29 added.

The largest buyer was Wells Fargo, adding an estimated $2.38M. The largest seller was Cetera Advisors, cutting an estimated $1.36M.

  • 65 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q1 2018, down from 71 in Q4 2017.
  • Funds reported $145M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q1 2018, up 3.1% quarter-over-quarter.
  • 3 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q1 2018 and 9 closed out, a net change of -6 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q1 2018 was Wells Fargo, an estimated $2.38M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q1 2018 was Cetera Advisors, an estimated $1.36M sold.

Based on aggregated 13F filings for Q1 2018.