Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
57 hedge funds and large institutions have $118M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 11 closing their positions.
9% more capital invested
Capital invested by funds: $109M → $118M (+$9.31M)
0% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 21
1.84% less ownership
Funds ownership: 63.99% → 62.15% (-1.8%)
8% less funds holding
Funds holding: 62 → 57 (-5)
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$921K |
| 2 |
Morgan Stanley
New York
|
+$637K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$594K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$307K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.68M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$462K |
| 3 |
DI
Diligent Investors
Redlands,
California
|
-$366K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$284K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$280K |
PIZ Hedge Fund Activity: Q4 2019 in Review
57 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q4 2019, worth a combined $118M — up 8.6% from $109M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PIZ and 6 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 21 added.
The largest buyer was Raymond James & Associates, adding an estimated $921K. The largest seller was Royal Bank of Canada, cutting an estimated $1.68M.
- 57 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q4 2019, down from 62 in Q3 2019.
- Funds reported $118M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q4 2019, up 8.6% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q4 2019 and 11 closed out, a net change of -5 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q4 2019 was Raymond James & Associates, an estimated $921K added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q4 2019 was Royal Bank of Canada, an estimated $1.68M sold.
Based on aggregated 13F filings for Q4 2019.