Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
65 hedge funds and large institutions have $145M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 9 closing their positions.
46% more capital inflows, than outflows
Capital inflows: $10.8M | Capital outflows: $7.39M
32% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 22
1.35% more ownership
Funds ownership: 57.69% → 59.04% (+1.3%)
8% less funds holding
Funds holding: 71 → 65 (-6)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.38M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.58M |
| 3 |
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$1.35M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$966K |
| 5 |
Citigroup
New York
|
+$726K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Advisors
Denver,
Colorado
|
-$1.36M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.29M |
| 3 |
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$675K |
| 4 |
Private Advisory Group
Redmond,
Washington
|
-$640K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$545K |
PIZ Hedge Fund Activity: Q1 2018 in Review
65 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q1 2018, worth a combined $145M — up 3.1% from $141M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PIZ and 3 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 29 added.
The largest buyer was Wells Fargo, adding an estimated $2.38M. The largest seller was Cetera Advisors, cutting an estimated $1.36M.
- 65 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q1 2018, down from 71 in Q4 2017.
- Funds reported $145M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q1 2018, up 3.1% quarter-over-quarter.
- 3 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q1 2018 and 9 closed out, a net change of -6 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q1 2018 was Wells Fargo, an estimated $2.38M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q1 2018 was Cetera Advisors, an estimated $1.36M sold.
Based on aggregated 13F filings for Q1 2018.