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Invesco Dorsey Wright Developed Markets Momentum ETF

57 hedge funds and large institutions have $138M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

19% more capital invested

Capital invested by funds: $116M → $138M (+$22.1M)

8% more funds holding

Funds holding: 5357 (+4)

16.43% less ownership

Funds ownership: 60.08%43.65% (-16%)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$17.1M +$995K +24,870 +6%
Morgan Stanley
2
Morgan Stanley
New York
$15.9M +$6.57M +164,032 +64%
UBS Group
3
UBS Group
Switzerland
$14.1M +$1.19M +29,836 +9%
Wells Fargo
4
Wells Fargo
California
$13M +$896K +22,397 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.2M -$46K -1,149 -0.4%
RJA
6
Raymond James & Associates
Florida
$8.38M +$310K +7,736 +4%
FIM
7
Freedom Investment Management
Connecticut
$6.88M +$7.25M +181,213 New
LPL Financial
8
LPL Financial
California
$6.46M +$51.4K +1,285 +0.8%
Jane Street
9
Jane Street
New York
$6.06M +$5.99M +149,606 +1,503%
PFS
10
Prospera Financial Services
Texas
$4.43M +$40.9K +1,022 +0.9%
NC
11
NewSquare Capital
Pennsylvania
$3.74M -$49.7K -1,241 -1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.36M +$1.57M +39,190 +79%
MWM
13
MorganRosel Wealth Management
Colorado
$2.92M -$91.9K -2,296 -3%
MCM
14
Monument Capital Management
Virginia
$2.67M -$51.1K -1,277 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.38M -$4.84K -121 -0.2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.26M +$19.2K +480 +0.8%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$2.04M +$2.16M +53,854 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.85M +$699K +17,470 +56%
FTS
19
Fifth Third Securities
Ohio
$1.69M +$1.78M +44,412 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.26M -$72.1K -1,802 -5%
OIA
21
OneDigital Investment Advisors
Kansas
$1.08M +$45.2K +1,129 +4%
Citigroup
22
Citigroup
New York
$780K -$33.8K -845 -4%
Osaic Holdings
23
Osaic Holdings
Arizona
$656K -$1.11M -27,732 -62%
SFI
24
SPC Financial Inc
Maryland
$624K +$161K +4,025 +32%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$612K -$45.3K -1,132 -7%

PIZ Hedge Fund Activity: Q3 2021 in Review

57 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q3 2021, worth a combined $138M — up 19% from $116M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PIZ positions and 1 closed out — a net gain of 7 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $7.25M. The largest seller was Citadel Advisors, cutting an estimated $1.97M.

  • 57 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q3 2021, up from 53 in Q2 2021.
  • Funds reported $138M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q3 2021, up 19% quarter-over-quarter.
  • 8 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q3 2021 and 1 closed out, a net change of +7 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q3 2021 was Freedom Investment Management, an estimated $7.25M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q3 2021 was Citadel Advisors, an estimated $1.97M sold.

Based on aggregated 13F filings for Q3 2021.