Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
60 hedge funds and large institutions have $80.4M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
7% more funds holding
Funds holding: 56 → 60 (+4)
4% more capital invested
Capital invested by funds: $77.7M → $80.4M (+$2.75M)
0.05% less ownership
Funds ownership: 60.92% → 60.86% (-0.05%)
59% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
+$4.94M |
| 2 |
Jane Street
New York
|
+$1.62M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$470K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$119K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.55M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.48M |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$418K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$348K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$282K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
51
Allworth Financial
Folsom,
California
| $8.07K | – | – | – |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | – | – | – |
|
|
TSMHT
53
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $7.53K | +$7.31K | +211 | New |
|
|
RIA
54
Realta Investment Advisors
Wilmington,
Delaware
| $4.46K | -$94.4K | -2,725 | -96% |
|
55
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4.46K | – | – | – |
|
56
Qube Research & Technologies (QRT)
London,
United Kingdom
| $3.54K | -$17.6K | -507 | -84% |
|
|
TRCT
57
Tower Research Capital (TRC)
New York
| $3.21K | +$1.91K | +55 | +157% |
|
|
NA
58
NewEdge Advisors
New Orleans,
Louisiana
| $2.48K | – | – | – |
|
59
JP Morgan Chase
New York
| $1.35K | -$3.67K | -106 | -74% |
|
|
RWMG
60
Redwood Wealth Management Group
Medford,
New Jersey
| $179 | +$173 | +5 | New |
|
|
HNB
61
Huntington National Bank
Columbus,
Ohio
| $24 | – | – | – |
|
|
OMC
62
Old Mission Capital
Chicago,
Illinois
| – | -$2.48M | -71,918 | Closed |
|
63
Citadel Advisors
Miami,
Florida
| – | -$252K | -7,299 | Closed |
|
PIZ Hedge Fund Activity: Q2 2024 in Review
60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q2 2024, worth a combined $80.4M — up 3.5% from $77.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PIZ positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 29 trimmed.
The largest buyer was Del-Sette Capital Management, adding an estimated $4.94M. The largest seller was UBS Group, cutting an estimated $2.55M.
- 60 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q2 2024, up from 56 in Q1 2024.
- Funds reported $80.4M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q2 2024 and 2 closed out, a net change of +4 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q2 2024 was Del-Sette Capital Management, an estimated $4.94M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q2 2024 was UBS Group, an estimated $2.55M sold.
Based on aggregated 13F filings for Q2 2024.