Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
53 hedge funds and large institutions have $116M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 6 closing their positions.
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
1% less capital invested
Capital invested by funds: $117M → $116M (-$1.69M)
2% less funds holding
Funds holding: 54 → 53 (-1)
2.9% less ownership
Funds ownership: 62.98% → 60.08% (-2.9%)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.44M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.23M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.17M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$828K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$577K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$7.2M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$6.83M |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.2M |
| 4 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$1.13M |
| 5 |
Jane Street
New York
|
-$1.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $5K | – | – | – |
|
52
Barclays
London,
United Kingdom
| $4K | +$3.93K | +107 | New |
|
|
FIM
53
Freedom Investment Management
Hartford,
Connecticut
| – | -$7.2M | -211,908 | Closed |
|
|
CF
54
Centaurus Financial
Anaheim,
California
| – | -$1.2M | -35,460 | Closed |
|
|
HI
55
Harbour Investments
Madison,
Wisconsin
| – | -$84K | -2,483 | Closed |
|
|
SFS
56
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$57K | -1,577 | Closed |
|
|
DWP
57
Destiny Wealth Partners
Tavares,
Florida
| – | -$45K | -1,330 | Closed |
|
|
WP
58
WealthShield Partners
Cary,
North Carolina
| – | -$22K | -650 | Closed |
|
59
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | +$37 | +1 | New |
|
PIZ Hedge Fund Activity: Q2 2021 in Review
53 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q2 2021, worth a combined $116M — down 1.4% from $117M a quarter earlier.
Fund positioning in PIZ was balanced in Q2 2021: 6 funds opened new positions, 6 closed out, 17 added to existing stakes and 19 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.44M. The largest seller was Freedom Investment Management, exiting entirely with an estimated $7.2M sold.
- 53 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q2 2021, down from 54 in Q1 2021.
- Funds reported $116M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q2 2021, down 1.4% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q2 2021 and 6 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q2 2021 was LPL Financial, an estimated $1.44M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q2 2021 was Freedom Investment Management, an estimated $7.2M sold.
Based on aggregated 13F filings for Q2 2021.