Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
64 hedge funds and large institutions have $120M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 8 closing their positions.
12% more capital invested
Capital invested by funds: $107M → $120M (+$12.6M)
8.22% more ownership
Funds ownership: 56.41% → 64.63% (+8.2%)
3% less funds holding
Funds holding: 66 → 64 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
41% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$4.52M |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$3.89M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.28M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.72M |
| 5 |
Jane Street
New York
|
+$809K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.07M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.22M |
| 4 |
DI
Diligent Investors
Redlands,
California
|
-$897K |
| 5 |
Morgan Stanley
New York
|
-$776K |
PIZ Hedge Fund Activity: Q2 2019 in Review
64 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q2 2019, worth a combined $120M — up 12% from $107M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PIZ and 6 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 17 added.
The largest buyer was Geneos Wealth Management, adding an estimated $4.52M. The largest seller was Citadel Advisors, cutting an estimated $2.07M.
- 64 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q2 2019, down from 66 in Q1 2019.
- Funds reported $120M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q2 2019, up 12% quarter-over-quarter.
- 6 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q2 2019 and 8 closed out, a net change of -2 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q2 2019 was Geneos Wealth Management, an estimated $4.52M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q2 2019 was Citadel Advisors, an estimated $2.07M sold.
Based on aggregated 13F filings for Q2 2019.