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Invesco Dorsey Wright Developed Markets Momentum ETF

61 hedge funds and large institutions have $145M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

17.42% more ownership

Funds ownership: 43.65%61.06% (+17%)

7% more funds holding

Funds holding: 5761 (+4)

6% more capital invested

Capital invested by funds: $138M → $145M (+$7.63M)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
23
Reduced
19
Closed
6
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
$18.1M -$60.9K -1,542 -0.3%
Morgan Stanley
2
Morgan Stanley
New York
$17.3M +$394K +9,986 +2%
UBS Group
3
UBS Group
Switzerland
$15.2M +$219K +5,554 +1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.2M +$3.17M +80,312 +27%
Wells Fargo
5
Wells Fargo
California
$14.4M +$599K +15,171 +4%
RJA
6
Raymond James & Associates
Florida
$9.04M +$138K +3,494 +2%
PFS
7
Prospera Financial Services
Texas
$4.64M -$61.1K -1,547 -1%
DSCM
8
Del-Sette Capital Management
New York
$4.61M +$4.51M +114,310 New
LPL Financial
9
LPL Financial
California
$4.39M -$2.41M -60,983 -36%
NC
10
NewSquare Capital
Pennsylvania
$4M +$30.7K +778 +0.8%
FIM
11
Freedom Investment Management
Connecticut
$3.74M -$3.5M -88,542 -49%
MWM
12
MorganRosel Wealth Management
Colorado
$3.16M +$54.8K +1,389 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$3.02M +$2.52M +63,919 +572%
MCM
14
Monument Capital Management
Virginia
$2.83M +$1.7K +43 +0.1%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.55M +$17.1K +434 +0.7%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.42M +$15K +380 +0.6%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$2.16M -$13.1K -331 -0.6%
FTS
18
Fifth Third Securities
Ohio
$2.09M +$297K +7,511 +17%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.78M -$1.76M -44,572 -50%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.74M -$222K -5,614 -12%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.52M +$174K +4,397 +13%
C
22
CEDRUS
Colorado
$1.19M +$1.17M +29,578 New
OIA
23
OneDigital Investment Advisors
Kansas
$1.16M +$11.8K +300 +1%
Citigroup
24
Citigroup
New York
$783K -$45.5K -1,153 -6%
Stifel Financial
25
Stifel Financial
Missouri
$746K +$102K +2,582 +16%

PIZ Hedge Fund Activity: Q4 2021 in Review

61 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q4 2021, worth a combined $145M — up 5.5% from $138M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PIZ positions and 6 closed out — a net gain of 4 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $3.17M. The largest seller was Jane Street, exiting entirely with an estimated $6.06M sold.

  • 61 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q4 2021, up from 57 in Q3 2021.
  • Funds reported $145M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q4 2021, up 5.5% quarter-over-quarter.
  • 10 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q4 2021 and 6 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q4 2021 was Royal Bank of Canada, an estimated $3.17M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q4 2021 was Jane Street, an estimated $6.06M sold.

Based on aggregated 13F filings for Q4 2021.