Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
52 hedge funds and large institutions have $94.2M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 2 closing their positions.
51% more capital invested
Capital invested by funds: $62.3M → $94.2M (+$31.9M)
8.64% more ownership
Funds ownership: 59.54% → 68.18% (+8.6%)
2% less funds holding
Funds holding: 53 → 52 (-1)
44% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 25
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$12.6M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$9.38M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.62M |
| 4 |
Morgan Stanley
New York
|
+$1.34M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$768K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.46M |
| 2 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
-$989K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$818K |
| 4 |
Jane Street
New York
|
-$762K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$625K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3.97K | – | – | – |
|
|
NA
52
NewEdge Advisors
New Orleans,
Louisiana
| $3.67K | -$4.79K | -163 | -58% |
|
|
HNB
53
Huntington National Bank
Columbus,
Ohio
| $24 | – | – | – |
|
54
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$6.03K | -197 | Closed |
|
|
TRCT
55
Tower Research Capital (TRC)
New York
| – | -$3.93K | -137 | Closed |
|
PIZ Hedge Fund Activity: Q4 2023 in Review
52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q4 2023, worth a combined $94.2M — up 51% from $62.3M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of PIZ and 1 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 14 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $12.6M. The largest seller was LPL Financial, cutting an estimated $2.46M.
- 52 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q4 2023, down from 53 in Q3 2023.
- Funds reported $94.2M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q4 2023, up 51% quarter-over-quarter.
- 1 fund opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q4 2023 and 2 closed out, a net change of -1 holder.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $12.6M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q4 2023 was LPL Financial, an estimated $2.46M sold.
Based on aggregated 13F filings for Q4 2023.