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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

49 hedge funds and large institutions have $60.2M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 49 → 49 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3.09% less ownership

Funds ownership: 58.78% → 55.69% (-3.1%)

23% less capital invested

Capital invested by funds: $78M → $60.2M (-$17.8M)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$3.26M
2
OMC
Old Mission Capital
Illinois
+$1.14M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
+$469K
4
CAG
Csenge Advisory Group
Florida
+$392K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$247K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.81M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.73M
3
Wells Fargo
Wells Fargo
California
-$1.68M
4
UBS Group
UBS Group
Switzerland
-$1.23M
5
Morgan Stanley
Morgan Stanley
New York
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$8.71M -$1.23M -44,324 -11%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.19M +$118K +4,260 +1%
Jane Street
3
Jane Street
New York
$7.29M +$3.26M +117,383 +64%
Morgan Stanley
4
Morgan Stanley
New York
$4.75M -$1.03M -37,167 -16%
Wells Fargo
5
Wells Fargo
California
$3.5M -$1.68M -60,625 -30%
PFS
6
Prospera Financial Services
Texas
$3.02M -$182K -6,562 -5%
RJA
7
Raymond James & Associates
Florida
$2.83M -$264K -9,500 -8%
LPL Financial
8
LPL Financial
California
$2.46M +$5.39K +194 +0.2%
NC
9
NewSquare Capital
Pennsylvania
$2.05M +$20.4K +733 +0.9%
MWM
10
MorganRosel Wealth Management
Colorado
$1.97M +$51.4K +1,849 +2%
Bank of America
11
Bank of America
North Carolina
$1.75M -$6.81M -244,966 -77%
RWM
12
Refined Wealth Management
Utah
$1.53M -$8K -288 -0.5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.51M +$11.8K +423 +0.7%
MCM
14
Monument Capital Management
Virginia
$1.33M -$210K -7,569 -12%
Citadel Advisors
15
Citadel Advisors
Florida
$1.31M -$2.73M -98,274 -65%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.18M -$16.4K -592 -1%
OMC
17
Old Mission Capital
Illinois
$1M +$1.14M +41,204 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$699K +$247K +8,893 +45%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$687K +$469K +16,892 +148%
OIA
20
OneDigital Investment Advisors
Kansas
$525K – – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$500K +$21K +757 +4%
Citigroup
22
Citigroup
New York
$471K +$1.25K +45 +0.2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$420K +$29.3K +1,053 +6%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$352K +$4.78K +172 +1%
CAG
25
Csenge Advisory Group
Florida
$343K +$392K +14,114 New
1
2 3

PIZ Hedge Fund Activity: Q3 2022 in Review

49 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q3 2022, worth a combined $60.2M — down 23% from $78M a quarter earlier.

Fund positioning in PIZ was balanced in Q3 2022: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, adding an estimated $3.26M. The largest seller was Bank of America, cutting an estimated $6.81M.

  • 49 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $60.2M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q3 2022, down 23% quarter-over-quarter.
  • 6 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q3 2022 and 6 closed out, a net change of 0 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q3 2022 was Jane Street, an estimated $3.26M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q3 2022 was Bank of America, an estimated $6.81M sold.

Based on aggregated 13F filings for Q3 2022.