Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
64 hedge funds and large institutions have $226M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 33 reducing their positions, and 11 closing their positions.
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
3% less funds holding
Funds holding: 66 → 64 (-2)
7.05% less ownership
Funds ownership: 65.18% → 58.14% (-7%)
37% less capital invested
Capital invested by funds: $358M → $226M (-$132M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
64% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 33
100% less call options, than puts
Call options by funds: $22K | Put options by funds: $5.95M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.76M |
| 2 |
Goldman Sachs
New York
|
+$2.42M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$751K |
| 4 |
SG Americas Securities
New York
|
+$732K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$256K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$25.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$21.3M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$14.1M |
| 4 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$11.9M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11.8M |
PIZ Hedge Fund Activity: Q4 2014 in Review
64 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q4 2014, worth a combined $226M — down 37% from $358M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PIZ positions and 11 closed out — a net gain of 1 holder — while 12 added to existing stakes and 33 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.76M. The largest seller was Morgan Stanley, cutting an estimated $25.7M.
- 64 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q4 2014, down from 66 in Q3 2014.
- Funds reported $226M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q4 2014, down 37% quarter-over-quarter.
- 12 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q4 2014 and 11 closed out, a net change of +1 holder.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q4 2014 was Jane Street, an estimated $2.76M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q4 2014 was Morgan Stanley, an estimated $25.7M sold.
Based on aggregated 13F filings for Q4 2014.