Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
70 hedge funds and large institutions have $488M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 7 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 19
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
4% more funds holding
Funds holding: 67 → 70 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.68% less ownership
Funds ownership: 65.66% → 63.98% (-1.7%)
5% less capital invested
Capital invested by funds: $516M → $488M (-$28M)
93% less call options, than puts
Call options by funds: $27K | Put options by funds: $393K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
+$6.51M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.8M |
| 3 |
FAAM
First Allied Asset Management
San Diego,
California
|
+$4.61M |
| 4 |
Jane Street
New York
|
+$3.83M |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$19M |
| 2 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$9.45M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$7.94M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$6.39M |
| 5 |
LPL Financial
San Diego,
California
|
-$6.23M |
PIZ Hedge Fund Activity: Q2 2014 in Review
70 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q2 2014, worth a combined $488M — down 5.4% from $516M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PIZ positions and 7 closed out — a net gain of 3 holders — while 38 added to existing stakes and 19 trimmed.
The largest buyer was Virtu KCG Holdings, opening a new position worth an estimated $6.51M. The largest seller was Morgan Stanley, cutting an estimated $19M.
- 70 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q2 2014, up from 67 in Q1 2014.
- Funds reported $488M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q2 2014, down 5.4% quarter-over-quarter.
- 10 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q2 2014 and 7 closed out, a net change of +3 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q2 2014 was Virtu KCG Holdings, an estimated $6.51M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q2 2014 was Morgan Stanley, an estimated $19M sold.
Based on aggregated 13F filings for Q2 2014.