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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

71 hedge funds and large institutions have $120M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

9% more funds holding

Funds holding: 65 → 71 (+6)

10.22% less ownership

Funds ownership: 73.08% → 62.86% (-10%)

35% less capital invested

Capital invested by funds: $182M → $120M (-$63M)

53% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 30

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
14
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$3.71M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.45M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.9M
4
OIA
OneDigital Investment Advisors
Kansas
+$1.56M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$849K

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$30.2M
2
UBS Group
UBS Group
Switzerland
-$5.03M
3
Bank of America
Bank of America
North Carolina
-$3.36M
4
GWM
Geneos Wealth Management
Colorado
-$3.23M
5
Wells Fargo
Wells Fargo
California
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$32K -$5.07K -208 -13%
QCIG
52
Quad-Cities Investment Group
Iowa
$30K – – –
WCM
53
WealthBridge Capital Management
Ohio
$30K +$31.7K +1,300 New
AIC
54
Ameritas Investment Company
Nebraska
$25K +$27K +1,107 New
PB
55
Pinnacle Bancorp
Nebraska
$24K +$25.6K +1,050 New
UBS AM
56
UBS AM
Illinois
$23.7K +$25.2K +1,032 New
PCG
57
Private Capital Group
Connecticut
$23K – – –
US Bancorp
58
US Bancorp
Minnesota
$18K +$19.5K +800 New
APA
59
American Portfolios Advisors
New York
$15.4K – – –
CFA
60
Carroll Financial Associates
North Carolina
$15K – – –
WP
61
WealthShield Partners
North Carolina
$15K – – –
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$14K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14.4K +592 New
Toronto Dominion Bank
64
Toronto Dominion Bank
Ontario, Canada
$14K +$15K +617 New
CAGAS
65
Capital Advisory Group Advisory Services
Minnesota
$8K – – –
HWM
66
Holloway Wealth Management
Florida
$5K – – –
EWM
67
Elmwood Wealth Management
California
$4K +$3.83K +157 New
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$2K – – –
NA
69
NewEdge Advisors
Louisiana
$307 +$1.05K +43 +0.3%
GT
70
Glenmede Trust
Pennsylvania
$19 +$20.4K +836 New
CS
71
Credit Suisse
Switzerland
– -$30.2M -1,100,000 Closed
SG
72
Strid Group
Pennsylvania
– -$1.06M -38,816 Closed
CAI
73
Capital Advisors Inc
Oklahoma
– -$910K -33,135 Closed
GFPC
74
Global Financial Private Capital
Florida
– -$215K -7,830 Closed
SWP
75
Stratos Wealth Partners
Ohio
– -$212K -7,725 Closed
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PIZ Hedge Fund Activity: Q4 2018 in Review

71 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q4 2018, worth a combined $120M — down 35% from $182M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PIZ positions and 10 closed out — a net gain of 6 holders — while 14 added to existing stakes and 30 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $3.71M. The largest seller was Credit Suisse, exiting entirely with an estimated $30.2M sold.

  • 71 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q4 2018, up from 65 in Q3 2018.
  • Funds reported $120M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q4 2018, down 35% quarter-over-quarter.
  • 16 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q4 2018 and 10 closed out, a net change of +6 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q4 2018 was Carson Wealth (CWM LLC), an estimated $3.71M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q4 2018 was Credit Suisse, an estimated $30.2M sold.

Based on aggregated 13F filings for Q4 2018.