Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
53 hedge funds and large institutions have $62.3M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
23% more funds holding
Funds holding: 43 → 53 (+10)
2.87% less ownership
Funds ownership: 62.41% → 59.54% (-2.9%)
24% less capital invested
Capital invested by funds: $81.7M → $62.3M (-$19.4M)
52% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.39M |
| 2 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$2.22M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.35M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.29M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$10.3M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$9.54M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.89M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.82M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$951K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
51
Tower Research Capital (TRC)
New York
| $3.93K | -$8.04K | -265 | -66% |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3.58K | – | – | – |
|
53
JP Morgan Chase
New York
| $3.04K | +$3.22K | +106 | New |
|
|
HNB
54
Huntington National Bank
Columbus,
Ohio
| $24 | – | – | – |
|
|
CA
55
Cetera Advisors
Denver,
Colorado
| – | -$1.89M | -62,082 | Closed |
|
PIZ Hedge Fund Activity: Q3 2023 in Review
53 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q3 2023, worth a combined $62.3M — down 24% from $81.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PIZ positions and 1 closed out — a net gain of 10 holders — while 10 added to existing stakes and 21 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $4.39M. The largest seller was NewSquare Capital, cutting an estimated $10.3M.
- 53 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q3 2023, up from 43 in Q2 2023.
- Funds reported $62.3M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q3 2023, down 24% quarter-over-quarter.
- 11 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q3 2023 and 1 closed out, a net change of +10 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q3 2023 was Jane Street, an estimated $4.39M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q3 2023 was NewSquare Capital, an estimated $10.3M sold.
Based on aggregated 13F filings for Q3 2023.