Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
54 hedge funds and large institutions have $123M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 6 closing their positions.
37% more capital invested
Capital invested by funds: $89.2M → $123M (+$33.4M)
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
8.2% more ownership
Funds ownership: 63.65% → 71.85% (+8.2%)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
2% less funds holding
Funds holding: 55 → 54 (-1)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$31.4M |
| 2 |
Morgan Stanley
New York
|
+$7.63M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.86M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.7M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$537K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSCM
Del-Sette Capital Management
Schenectady,
New York
|
-$5.22M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.83M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$509K |
| 4 |
Jane Street
New York
|
-$506K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$506K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $3.41K | +$3.52K | +94 | New |
|
52
Qube Research & Technologies (QRT)
London,
United Kingdom
| $3.31K | – | – | – |
|
|
NA
53
NewEdge Advisors
New Orleans,
Louisiana
| $2.52K | – | – | – |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| $1.05K | -$2.02K | -54 | -65% |
|
55
Jones Financial Companies
Des Peres,
Missouri
| $944 | – | – | – |
|
|
FTUS
56
Flow Traders U.S.
New York
| – | -$509K | -13,423 | Closed |
|
|
57
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$506K | -13,343 | Closed |
|
58
Citadel Advisors
Miami,
Florida
| – | -$291K | -7,677 | Closed |
|
|
AWM
59
Apollon Wealth Management
Mount Pleasant,
South Carolina
| – | -$204K | -5,379 | Closed |
|
|
NS
60
NBC Securities
Birmingham,
Alabama
| – | -$9K | -241 | Closed |
|
|
IA
61
IFP Advisors
Tampa,
Florida
| – | -$8.18K | -216 | Closed |
|
PIZ Hedge Fund Activity: Q4 2024 in Review
54 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q4 2024, worth a combined $123M — up 37% from $89.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PIZ positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 16 trimmed.
The largest buyer was Wells Fargo, adding an estimated $31.4M. The largest seller was Del-Sette Capital Management, cutting an estimated $5.22M.
- 54 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q4 2024, down from 55 in Q3 2024.
- Funds reported $123M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q4 2024, up 37% quarter-over-quarter.
- 8 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q4 2024 and 6 closed out, a net change of +2 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q4 2024 was Wells Fargo, an estimated $31.4M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q4 2024 was Del-Sette Capital Management, an estimated $5.22M sold.
Based on aggregated 13F filings for Q4 2024.