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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

42 hedge funds and large institutions have $169M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2013 Q2 according to their latest regulatory filings, with 42 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

61.64% more ownership

Funds ownership: 0% → 61.64% (+62%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $14.8M

Holders
42
Holders Change
+42
Holders Change %
–
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
42
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
$14.8M
Net Calls
-$14.8M
Net Calls Change
-$14.8M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.9M +$48.4M +2,223,512 New
Wells Fargo
2
Wells Fargo
California
$31M +$32M +1,468,289 New
U
3
UBS
Switzerland
$23M +$23.8M +1,091,725 New
Bank of America
4
Bank of America
North Carolina
$15.3M +$15.8M +724,191 New
HF
5
Hoxton Financial
West Virginia
$9.6M +$9.9M +454,729 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.25M +$8.51M +390,828 New
LPL Financial
7
LPL Financial
California
$7.41M +$7.64M +350,937 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.49M +$4.64M +212,864 New
RJA
9
Raymond James & Associates
Florida
$3.22M +$3.32M +152,404 New
SNC
10
Stifel Nicolaus & Co
Missouri
$2.36M +$2.44M +111,932 New
SI
11
Stephens Inc
Arkansas
$1.73M +$1.79M +82,192 New
NL
12
NWAM LLC
Washington
$1.69M +$1.75M +80,148 New
Ameriprise
13
Ameriprise
Minnesota
$1.65M +$1.71M +78,381 New
FAAS
14
First Allied Advisory Services
California
$1.42M +$1.47M +67,332 New
CA
15
Cetera Advisors
Colorado
$1.26M +$1.3M +59,889 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.23M +$1.27M +58,116 New
JP Morgan Chase
17
JP Morgan Chase
New York
$975K +$1.01M +46,196 New
Deutsche Bank
18
Deutsche Bank
Germany
$864K +$892K +40,968 New
AIG
19
American International Group
New York
$813K +$839K +38,524 New
BIA
20
Biondo Investment Advisors
Pennsylvania
$744K +$768K +35,251 New
SG
21
Somerset Group
Minnesota
$609K +$628K +28,848 New
CWM
22
Concert Wealth Management
California
$548K +$562K +25,791 New
PFS
23
Prospera Financial Services
Texas
$508K +$518K +23,799 New
MFS
24
MSI Financial Services
Massachusetts
$472K +$487K +22,379 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$426K +$439K +20,163 New
1
2

PIZ Hedge Fund Activity: Q2 2013 in Review

42 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q2 2013, worth a combined $169M.

Buyers outnumbered sellers: 42 funds opened new PIZ positions and 0 closed out — a net gain of 42 holders — while 0 added to existing stakes and 0 trimmed.

  • 42 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $169M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q2 2013.
  • 42 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q2 2013 and 0 closed out, a net change of +42 holders.

Based on aggregated 13F filings for Q2 2013.