We are live on ! Find out more
PIZ icon

Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

54 hedge funds and large institutions have $117M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5.65% more ownership

Funds ownership: 57.33% → 62.98% (+5.6%)

4% more funds holding

Funds holding: 52 → 54 (+2)

3% more capital invested

Capital invested by funds: $114M → $117M (+$3.61M)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
15
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIM
Freedom Investment Management
Connecticut
+$7.22M
2
LPL Financial
LPL Financial
California
+$2.67M
3
HFA
Hoover Financial Advisors
Pennsylvania
+$2.31M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.34M
5
OMC
Old Mission Capital
Illinois
+$1.3M

Top Sellers

1
AWM
Affinity Wealth Management
Delaware
-$8.3M
2
Wells Fargo
Wells Fargo
California
-$3.62M
3
MWM
MorganRosel Wealth Management
Colorado
-$935K
4
UBS Group
UBS Group
Switzerland
-$747K
5
GWM
Geneos Wealth Management
Colorado
-$280K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$13.7M -$198K -5,818 -1%
Wells Fargo
2
Wells Fargo
California
$11.4M -$3.62M -106,351 -24%
UBS Group
3
UBS Group
Switzerland
$11.2M -$747K -21,928 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$9.55M +$141K +4,146 +1%
Morgan Stanley
5
Morgan Stanley
New York
$8.63M +$225K +6,600 +3%
RJA
6
Raymond James & Associates
Florida
$7.53M -$107K -3,133 -1%
FIM
7
Freedom Investment Management
Connecticut
$7.2M +$7.22M +211,908 New
GWM
8
Geneos Wealth Management
Colorado
$6.97M -$280K -8,231 -4%
NC
9
NewSquare Capital
Pennsylvania
$4.44M -$203K -5,950 -4%
LPL Financial
10
LPL Financial
California
$4.4M +$2.67M +78,421 +154%
PFS
11
Prospera Financial Services
Texas
$4M +$200K +5,871 +5%
MWM
12
MorganRosel Wealth Management
Colorado
$2.64M -$935K -27,440 -26%
MCM
13
Monument Capital Management
Virginia
$2.47M -$13.3K -391 -0.5%
HFA
14
Hoover Financial Advisors
Pennsylvania
$2.44M +$2.31M +67,702 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.14M +$11K +323 +0.5%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.05M +$1.34M +39,203 +186%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.9M -$29.6K -868 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.35M +$4.8K +141 +0.4%
OMC
19
Old Mission Capital
Illinois
$1.3M +$1.3M +38,190 New
Jane Street
20
Jane Street
New York
$1.29M +$391K +11,477 +43%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.21M +$179K +5,254 +17%
CF
22
Centaurus Financial
California
$1.2M +$1.21M +35,460 New
Citadel Advisors
23
Citadel Advisors
Florida
$971K -$41.5K -1,218 -4%
OIA
24
OneDigital Investment Advisors
Kansas
$900K +$33.2K +975 +4%
GVAG
25
Great Valley Advisor Group
Delaware
$761K -$50.7K -1,489 -6%
1
2 3

PIZ Hedge Fund Activity: Q1 2021 in Review

54 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q1 2021, worth a combined $117M — up 3.2% from $114M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PIZ positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $7.22M. The largest seller was Affinity Wealth Management, exiting entirely with an estimated $8.3M sold.

  • 54 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q1 2021, up from 52 in Q4 2020.
  • Funds reported $117M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q1 2021, up 3.2% quarter-over-quarter.
  • 7 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q1 2021 and 5 closed out, a net change of +2 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q1 2021 was Freedom Investment Management, an estimated $7.22M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q1 2021 was Affinity Wealth Management, an estimated $8.3M sold.

Based on aggregated 13F filings for Q1 2021.