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 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 10 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 13
0.12% more ownership
Funds ownership: 59.37% → 59.5% (+0.12%)
0% more funds holding
Funds holding: 65 → 65 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
0% less capital invested
Capital invested by funds: $145M → $145M (-$515K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$3.72M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$2.92M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.29M |
| 4 |
MCM
Monument Capital Management
Alexandria,
Virginia
|
+$2.26M |
| 5 |
Morgan Stanley
New York
|
+$1.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$4.98M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$4.18M |
| 3 |
BIA
Biondo Investment Advisors
Milford,
Pennsylvania
|
-$2.6M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$2.06M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.43M |
PIZ Hedge Fund Activity: Q2 2018 in Review
65 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q2 2018, worth a combined $145M — down 0.35% from $145M a quarter earlier.
Fund positioning in PIZ was balanced in Q2 2018: 10 funds opened new positions, 10 closed out, 27 added to existing stakes and 13 trimmed.
The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $3.72M. The largest seller was Capital Advisors Inc, cutting an estimated $4.98M.
- 65 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $145M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q2 2018, down 0.35% quarter-over-quarter.
- 10 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q2 2018 and 10 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q2 2018 was Geneos Wealth Management, an estimated $3.72M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q2 2018 was Capital Advisors Inc, an estimated $4.98M sold.
Based on aggregated 13F filings for Q2 2018.