Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
65 hedge funds and large institutions have $182M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 10 closing their positions.
47% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 17
26% more capital invested
Capital invested by funds: $145M → $182M (+$37.6M)
13.59% more ownership
Funds ownership: 59.5% → 73.08% (+14%)
0% more funds holding
Funds holding: 65 → 65 (0)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$30.6M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.6M |
| 3 |
Jane Street
New York
|
+$3.49M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.72M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.87M |
| 2 |
Morgan Stanley
New York
|
-$1.97M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$1.51M |
| 4 |
LPL Financial
San Diego,
California
|
-$485K |
| 5 |
Citigroup
New York
|
-$447K |
PIZ Hedge Fund Activity: Q3 2018 in Review
65 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q3 2018, worth a combined $182M — up 26% from $145M a quarter earlier.
Fund positioning in PIZ was balanced in Q3 2018: 10 funds opened new positions, 10 closed out, 25 added to existing stakes and 17 trimmed.
The largest buyer was Credit Suisse, opening a new position worth an estimated $30.6M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $3.87M.
- 65 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $182M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q3 2018, up 26% quarter-over-quarter.
- 10 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q3 2018 and 10 closed out, a net change of 0 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q3 2018 was Credit Suisse, an estimated $30.6M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q3 2018 was Raymond James Financial Services Advisors, an estimated $3.87M sold.
Based on aggregated 13F filings for Q3 2018.