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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

48 hedge funds and large institutions have $85.4M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $73.7M → $85.4M (+$11.6M)

0% more funds holding

Funds holding: 48 → 48 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

0.02% less ownership

Funds ownership: 54.5% → 54.48% (-0.02%)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

Holders
48
Holders Change
–
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
7
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.43M
2
Jane Street
Jane Street
New York
+$1.96M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.81M
4
Invesco
Invesco
Georgia
+$1.21M
5
Wells Fargo
Wells Fargo
California
+$1.03M

Top Sellers

1
PFS
Prospera Financial Services
Texas
-$3.41M
2
KWM
Kingsview Wealth Management
Oregon
-$1.46M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.32M
4
NC
NewSquare Capital
Pennsylvania
-$972K
5
Morgan Stanley
Morgan Stanley
New York
-$837K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
51
Cetera Advisor Networks
California
– -$60K -2,184 Closed
PAG
52
Private Advisor Group
New Jersey
– -$43K -1,554 Closed
BFEC
53
Benjamin F. Edwards & Company
Missouri
– -$8K -301 Closed
1 2
3

PIZ Hedge Fund Activity: Q3 2020 in Review

48 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q3 2020, worth a combined $85.4M — up 16% from $73.7M a quarter earlier.

Fund positioning in PIZ was balanced in Q3 2020: 6 funds opened new positions, 6 closed out, 7 added to existing stakes and 18 trimmed.

The largest buyer was Bank of America, adding an estimated $5.43M. The largest seller was Prospera Financial Services, cutting an estimated $3.41M.

  • 48 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $85.4M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q3 2020, up 16% quarter-over-quarter.
  • 6 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q3 2020 and 6 closed out, a net change of 0 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q3 2020 was Bank of America, an estimated $5.43M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q3 2020 was Prospera Financial Services, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2020.