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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

66 hedge funds and large institutions have $145M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 13

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more funds holding

Funds holding: 65 → 66 (+1)

0.29% more ownership

Funds ownership: 59.37% → 59.67% (+0.29%)

0% less capital invested

Capital invested by funds: $145M → $145M (-$341K)

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
27
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWM
Geneos Wealth Management
Colorado
+$3.72M
2
Invesco
Invesco
Georgia
+$2.92M
3
RJA
Raymond James & Associates
Florida
+$2.29M
4
MCM
Monument Capital Management
Virginia
+$2.26M
5
Morgan Stanley
Morgan Stanley
New York
+$1.89M

Top Sellers

1
CAI
Capital Advisors Inc
Oklahoma
-$4.98M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.18M
3
BIA
Biondo Investment Advisors
Pennsylvania
-$2.6M
4
FHC
First Heartland Consultants
Missouri
-$2.06M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
51
Quad-Cities Investment Group
Iowa
$35K +$36.5K +1,300 New
PCG
52
Private Capital Group
Connecticut
$27K – – –
GT
53
Glenmede Trust
Pennsylvania
$23K – – –
BFEC
54
Benjamin F. Edwards & Company
Missouri
$23K +$23.9K +852 New
OIA
55
OneDigital Investment Advisors
Kansas
$22K – – –
APA
56
American Portfolios Advisors
New York
$18.5K +$18.9K +672 New
CFA
57
Carroll Financial Associates
North Carolina
$17K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$16K – – –
BCA
59
Bay Colony Advisors
Massachusetts
$13K +$13.2K +470 New
CAGAS
60
Capital Advisory Group Advisory Services
Minnesota
$9K – – –
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$6K – – –
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
CF
63
Centaurus Financial
California
$1K +$1.32K +47 New
NA
64
NewEdge Advisors
Louisiana
$384 -$67.4K -2,399 -15%
BIA
65
Biondo Investment Advisors
Pennsylvania
– -$2.6M -93,303 Closed
FHC
66
First Heartland Consultants
Missouri
– -$2.06M -73,851 Closed
DI
67
Diligent Investors
California
– -$1.33M -47,885 Closed
EWA
68
EP Wealth Advisors
California
– -$1.04M -37,291 Closed
CA
69
Cetera Advisors
Colorado
– -$643K -23,198 Closed
FIM
70
Freedom Investment Management
Connecticut
– -$592K -21,220 Closed
SB
71
Suntrust Banks
Georgia
– -$289K -13,507 Closed
William Blair & Company
72
William Blair & Company
Illinois
– -$289K -10,375 Closed
UCFA
73
United Capital Financial Advisors
Texas
– -$238K -8,536 Closed
SWP
74
Strategic Wealth Partners
Ohio
– -$17K -610 Closed
1 2
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PIZ Hedge Fund Activity: Q2 2018 in Review

66 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q2 2018, worth a combined $145M — down 0.23% from $145M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PIZ positions and 10 closed out — a net gain of 1 holder — while 27 added to existing stakes and 13 trimmed.

The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $3.72M. The largest seller was Capital Advisors Inc, cutting an estimated $4.98M.

  • 66 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q2 2018, up from 65 in Q1 2018.
  • Funds reported $145M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q2 2018, down 0.23% quarter-over-quarter.
  • 11 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q2 2018 and 10 closed out, a net change of +1 holder.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q2 2018 was Geneos Wealth Management, an estimated $3.72M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q2 2018 was Capital Advisors Inc, an estimated $4.98M sold.

Based on aggregated 13F filings for Q2 2018.