Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
48 hedge funds and large institutions have $73.7M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 26 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.81% less ownership
Funds ownership: 58.32% → 54.5% (-3.8%)
6% less funds holding
Funds holding: 51 → 48 (-3)
6% less capital invested
Capital invested by funds: $78.6M → $73.7M (-$4.89M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
73% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$444K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$267K |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$230K |
| 4 |
Citigroup
New York
|
+$215K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$8.06M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.15M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.53M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$910K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$906K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
JP Morgan Chase
New York
| – | -$48K | -2,098 | Closed |
|
52
US Bancorp
Minneapolis,
Minnesota
| – | -$3K | -129 | Closed |
|
|
FA
53
Fortis Advisors
Wayne,
Pennsylvania
| – | -$1.78K | -70 | Closed |
|
|
ASN
54
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -35 | Closed |
|
PIZ Hedge Fund Activity: Q2 2020 in Review
48 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q2 2020, worth a combined $73.7M — down 6.2% from $78.6M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PIZ and 4 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 7 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $444K. The largest seller was SPC Financial Inc, cutting an estimated $8.06M.
- 48 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q2 2020, down from 51 in Q1 2020.
- Funds reported $73.7M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q2 2020, down 6.2% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q2 2020 and 7 closed out, a net change of -3 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q2 2020 was Commonwealth Equity Services, an estimated $444K added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q2 2020 was SPC Financial Inc, an estimated $8.06M sold.
Based on aggregated 13F filings for Q2 2020.