Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
47 hedge funds and large institutions have $83.7M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.
39% more capital invested
Capital invested by funds: $60.2M → $83.7M (+$23.5M)
11.32% more ownership
Funds ownership: 55.69% → 67.01% (+11%)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
4% less funds holding
Funds holding: 49 → 47 (-2)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$1.49M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.2M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$897K |
| 5 |
MWM
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
-$485K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Simplex Trading
Chicago,
Illinois
| – | -$2K | -103 | Closed |
|
|
AAP
52
Arax Advisory Partners
Denver,
Colorado
| – | -$2K | -85 | Closed |
|
PIZ Hedge Fund Activity: Q4 2022 in Review
47 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q4 2022, worth a combined $83.7M — up 39% from $60.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PIZ and 3 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 15 added.
The largest buyer was NewSquare Capital, adding an estimated $9.39M. The largest seller was Morgan Stanley, cutting an estimated $1.49M.
- 47 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q4 2022, down from 49 in Q3 2022.
- Funds reported $83.7M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q4 2022, up 39% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q4 2022 and 4 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q4 2022 was NewSquare Capital, an estimated $9.39M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q4 2022 was Morgan Stanley, an estimated $1.49M sold.
Based on aggregated 13F filings for Q4 2022.