We are live on ! Find out more
PIZ icon

Invesco Dorsey Wright Developed Markets Momentum ETF

71 hedge funds and large institutions have $141M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2017 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more funds holding

Funds holding: 5371 (+18)

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

1% less capital invested

Capital invested by funds: $142M → $141M (-$803K)

3.11% less ownership

Funds ownership: 63.18%60.07% (-3.1%)

30% less call options, than puts

Call options by funds: $7K | Put options by funds: $10K

Holders
71
Holders Change
+18
Holders Change %
+33.96%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
24
Reduced
19
Closed
Calls
$7K
Puts
$10K
Net Calls
-$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$20.9M +$373K +13,646 +2%
Wells Fargo
2
Wells Fargo
California
$15.6M +$918K +33,558 +6%
Morgan Stanley
3
Morgan Stanley
New York
$13.3M -$3.44M -125,740 -21%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.71M -$6.17M -225,382 -39%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.63M +$238K +8,687 +3%
Bank of America
6
Bank of America
North Carolina
$7.99M +$638K +23,318 +9%
SFI
7
SPC Financial Inc
Maryland
$7.88M +$167K +6,090 +2%
NC
8
NewSquare Capital
Pennsylvania
$5.51M -$28K -1,024 -0.5%
RJA
9
Raymond James & Associates
Florida
$4.55M +$526K +19,221 +13%
CAI
10
Capital Advisors Inc
Oklahoma
$4.52M +$874K +31,935 +24%
PFS
11
Prospera Financial Services
Texas
$3.58M -$82.7K -3,022 -2%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$3.53M +$115K +4,189 +3%
Invesco
13
Invesco
Georgia
$2.74M +$44K +1,607 +2%
BIA
14
Biondo Investment Advisors
Pennsylvania
$2.47M -$59.9K -2,190 -2%
FHC
15
First Heartland Consultants
Missouri
$2M +$353K +12,915 +22%
CA
16
Cetera Advisors
Colorado
$1.97M +$52.4K +1,915 +3%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.78M -$1.16M -42,533 -40%
Citadel Advisors
18
Citadel Advisors
Florida
$1.62M +$1.6M +58,624 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.58M +$1.57M +57,329 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.4M +$506K +18,483 +58%
EWA
21
EP Wealth Advisors
California
$1.34M -$701K -25,629 -35%
SG
22
Strid Group
Pennsylvania
$1.26M
LPL Financial
23
LPL Financial
California
$1.23M +$174K +6,346 +17%
DI
24
Diligent Investors
California
$1.1M +$1.09M +39,827 New
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.07M +$101K +3,691 +11%

PIZ Hedge Fund Activity: Q4 2017 in Review

71 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q4 2017, worth a combined $141M — down 0.57% from $142M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PIZ positions and 0 closed out — a net gain of 19 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $6.17M.

  • 71 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q4 2017, up from 53 in Q3 2017.
  • Funds reported $141M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q4 2017, down 0.57% quarter-over-quarter.
  • 19 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q4 2017 and 0 closed out, a net change of +19 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q4 2017 was Citadel Advisors, an estimated $1.6M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q4 2017 was Raymond James Financial Services Advisors, an estimated $6.17M sold.

Based on aggregated 13F filings for Q4 2017.