Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
54 hedge funds and large institutions have $117M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
5.65% more ownership
Funds ownership: 57.33% → 62.98% (+5.6%)
4% more funds holding
Funds holding: 52 → 54 (+2)
3% more capital invested
Capital invested by funds: $114M → $117M (+$3.61M)
21% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 19
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of Montreal
Toronto,
Ontario, Canada
| $7K | – | – | – |
|
|
SFSIG
52
San Francisco Sentry Investment Group
San Francisco,
California
| $7K | – | – | – |
|
53
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4K | -$11.6K | -341 | -73% |
|
|
MCC
54
Money Concepts Capital
Palm Beach Gardens,
Florida
| $2K | – | – | – |
|
|
AWM
55
Affinity Wealth Management
Wilmington,
Delaware
| – | -$8.3M | -242,236 | Closed |
|
|
DADC
56
D.A. Davidson & Co
Great Falls,
Montana
| – | -$204K | -6,024 | Closed |
|
|
GFPC
57
Global Financial Private Client
Sarasota,
Florida
| – | -$3.68K | -109 | Closed |
|
|
AF
58
Allworth Financial
Folsom,
California
| – | -$2K | -64 | Closed |
|
59
Bessemer Group
Woodbridge,
New Jersey
| – | -$2K | -50 | Closed |
|
PIZ Hedge Fund Activity: Q1 2021 in Review
54 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q1 2021, worth a combined $117M — up 3.2% from $114M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PIZ positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 19 trimmed.
The largest buyer was Freedom Investment Management, opening a new position worth an estimated $7.22M. The largest seller was Affinity Wealth Management, exiting entirely with an estimated $8.3M sold.
- 54 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q1 2021, up from 52 in Q4 2020.
- Funds reported $117M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q1 2021, up 3.2% quarter-over-quarter.
- 7 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q1 2021 and 5 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q1 2021 was Freedom Investment Management, an estimated $7.22M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q1 2021 was Affinity Wealth Management, an estimated $8.3M sold.
Based on aggregated 13F filings for Q1 2021.