Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
67 hedge funds and large institutions have $486M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 12 reducing their positions, and 4 closing their positions.
242% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 12
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more capital invested
Capital invested by funds: $409M → $486M (+$77.9M)
12% more funds holding
Funds holding: 60 → 67 (+7)
2.26% less ownership
Funds ownership: 67.92% → 65.66% (-2.3%)
97% less call options, than puts
Call options by funds: $27K | Put options by funds: $784K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$9.78M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$7.63M |
| 4 |
FAAM
First Allied Asset Management
San Diego,
California
|
+$6.51M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$2.41M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.24M |
| 3 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$1.58M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.41M |
| 5 |
JP Morgan Chase
New York
|
-$710K |
PIZ Hedge Fund Activity: Q1 2014 in Review
67 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q1 2014, worth a combined $486M — up 19% from $409M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PIZ positions and 4 closed out — a net gain of 7 holders — while 41 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was D.A. Davidson & Co, cutting an estimated $2.41M.
- 67 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q1 2014, up from 60 in Q4 2013.
- Funds reported $486M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q1 2014, up 19% quarter-over-quarter.
- 11 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q1 2014 and 4 closed out, a net change of +7 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q1 2014 was Morgan Stanley, an estimated $14.1M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q1 2014 was D.A. Davidson & Co, an estimated $2.41M sold.
Based on aggregated 13F filings for Q1 2014.