Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
66 hedge funds and large institutions have $255M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 14 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
121% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 14
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
31% more capital invested
Capital invested by funds: $195M → $255M (+$59.9M)
12% more funds holding
Funds holding: 59 → 66 (+7)
5.09% more ownership
Funds ownership: 58.62% → 63.71% (+5.1%)
98% less call options, than puts
Call options by funds: $234K | Put options by funds: $10.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$11.1M |
| 3 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
+$6.09M |
| 4 |
AIG
American International Group
New York
|
+$5M |
| 5 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$810K |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$525K |
| 3 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$524K |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
-$337K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$311K |
PIZ Hedge Fund Activity: Q2 2015 in Review
66 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q2 2015, worth a combined $255M — up 31% from $195M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PIZ positions and 6 closed out — a net gain of 9 holders — while 31 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.9M. The largest seller was Creative Planning, exiting entirely with an estimated $810K sold.
- 66 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q2 2015, up from 59 in Q1 2015.
- Funds reported $255M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q2 2015, up 31% quarter-over-quarter.
- 15 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q2 2015 and 6 closed out, a net change of +9 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q2 2015 was Morgan Stanley, an estimated $16.9M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q2 2015 was Creative Planning, an estimated $810K sold.
Based on aggregated 13F filings for Q2 2015.