Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
52 hedge funds and large institutions have $114M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
33% more capital invested
Capital invested by funds: $85.4M → $114M (+$28.2M)
8% more funds holding
Funds holding: 48 → 52 (+4)
2.85% more ownership
Funds ownership: 54.48% → 57.33% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$7.8M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$3.49M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.99M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.96M |
| 5 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.26M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.25M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.03M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$609K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$459K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
51
Money Concepts Capital
Palm Beach Gardens,
Florida
| $2K | +$1.64K | +51 | New |
|
|
AF
52
Allworth Financial
Folsom,
California
| $2K | +$2.06K | +64 | New |
|
|
53
Invesco
Atlanta,
Georgia
| – | -$1.25M | -40,451 | Closed |
|
|
AAS
54
Avantax Advisory Services
Dallas,
Texas
| – | -$238K | -7,665 | Closed |
|
|
SG
55
StoneX Group
New York
| – | -$230K | -7,421 | Closed |
|
|
WP
56
WealthShield Partners
Cary,
North Carolina
| – | -$20K | -650 | Closed |
|
|
CSPIA
57
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$8K | -260 | Closed |
|
|
CAAS
58
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$2K | -57 | Closed |
|
PIZ Hedge Fund Activity: Q4 2020 in Review
52 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q4 2020, worth a combined $114M — up 33% from $85.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PIZ positions and 6 closed out — a net gain of 5 holders — while 18 added to existing stakes and 11 trimmed.
The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $7.8M. The largest seller was Jane Street, cutting an estimated $1.26M.
- 52 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q4 2020, up from 48 in Q3 2020.
- Funds reported $114M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q4 2020, up 33% quarter-over-quarter.
- 11 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q4 2020 and 6 closed out, a net change of +5 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q4 2020 was Affinity Wealth Management, an estimated $7.8M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q4 2020 was Jane Street, an estimated $1.26M sold.
Based on aggregated 13F filings for Q4 2020.