Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
56 hedge funds and large institutions have $77.7M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 27 reducing their positions, and 0 closing their positions.
8% more funds holding
Funds holding: 52 → 56 (+4)
7.26% less ownership
Funds ownership: 68.18% → 60.92% (-7.3%)
18% less capital invested
Capital invested by funds: $94.2M → $77.7M (-$16.5M)
59% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$869K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$850K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$759K |
| 4 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
+$144K |
| 5 |
CWC
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
+$138K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$11M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4M |
| 3 |
Jane Street
New York
|
-$3.25M |
| 4 |
Morgan Stanley
New York
|
-$2.49M |
| 5 |
RWM
Refined Wealth Management
Salt Lake City,
Utah
|
-$1.49M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | – | – | – |
|
|
AF
52
Allworth Financial
Folsom,
California
| $7.75K | +$7.4K | +225 | New |
|
53
JP Morgan Chase
New York
| $4.96K | – | – | – |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4.31K | – | – | – |
|
|
NA
55
NewEdge Advisors
New Orleans,
Louisiana
| $2.4K | -$1.51K | -46 | -40% |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| $1.21K | +$1.15K | +35 | New |
|
|
HNB
57
Huntington National Bank
Columbus,
Ohio
| $24 | – | – | – |
|
PIZ Hedge Fund Activity: Q1 2024 in Review
56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q1 2024, worth a combined $77.7M — down 18% from $94.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PIZ positions and 0 closed out — a net gain of 4 holders — while 11 added to existing stakes and 27 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $869K. The largest seller was NewSquare Capital, cutting an estimated $11M.
- 56 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q1 2024, up from 52 in Q4 2023.
- Funds reported $77.7M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q1 2024, down 18% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q1 2024 and 0 closed out, a net change of +4 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $869K added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q1 2024 was NewSquare Capital, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2024.