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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

47 hedge funds and large institutions have $83.7M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $60.2M → $83.7M (+$23.5M)

11.32% more ownership

Funds ownership: 55.69% → 67.01% (+11%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

4% less funds holding

Funds holding: 49 → 47 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NC
NewSquare Capital
Pennsylvania
+$9.39M
2
PFS
Prospera Financial Services
Texas
+$7.83M
3
Jane Street
Jane Street
New York
+$2.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.29M
5
FIM
Freedom Investment Management
Connecticut
+$655K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.49M
2
LPL Financial
LPL Financial
California
-$1.2M
3
OMC
Old Mission Capital
Illinois
-$1M
4
UBS Group
UBS Group
Switzerland
-$897K
5
MWM
MorganRosel Wealth Management
Colorado
-$485K
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1
NewSquare Capital
Pennsylvania
$11.9M +$9.39M +348,731 +412%
PFS
2
Prospera Financial Services
Texas
$11.4M +$7.83M +290,911 +234%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$10.6M +$1.29M +48,025 +14%
Jane Street
4
Jane Street
New York
$10.4M +$2.11M +78,228 +26%
UBS Group
5
UBS Group
Switzerland
$8.94M -$897K -33,307 -9%
Wells Fargo
6
Wells Fargo
California
$4.05M +$88.5K +3,289 +2%
Morgan Stanley
7
Morgan Stanley
New York
$3.86M -$1.49M -55,354 -28%
RJA
8
Raymond James & Associates
Florida
$3.09M -$103K -3,833 -3%
Citadel Advisors
9
Citadel Advisors
Florida
$1.97M +$482K +17,902 +33%
RWM
10
Refined Wealth Management
Utah
$1.84M +$108K +4,029 +6%
MWM
11
MorganRosel Wealth Management
Colorado
$1.73M -$485K -18,006 -22%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.73M +$21.7K +806 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.56M +$219K +8,144 +17%
LPL Financial
14
LPL Financial
California
$1.55M -$1.2M -44,647 -44%
Bank of America
15
Bank of America
North Carolina
$1.55M -$419K -15,571 -22%
MCM
16
Monument Capital Management
Virginia
$1.25M -$246K -9,148 -17%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$703K -$73.1K -2,716 -10%
FIM
18
Freedom Investment Management
Connecticut
$668K +$655K +24,320 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$668K -$120K -4,461 -16%
OIA
20
OneDigital Investment Advisors
Kansas
$590K -$3.93K -146 -0.7%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$539K -$26.4K -980 -5%
Citigroup
22
Citigroup
New York
$539K +$6.46K +240 +1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$444K -$30.7K -1,140 -7%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$353K -$44K -1,633 -11%
GVAG
25
Great Valley Advisor Group
Delaware
$332K -$33.9K -1,261 -9%
1
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PIZ Hedge Fund Activity: Q4 2022 in Review

47 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q4 2022, worth a combined $83.7M — up 39% from $60.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PIZ and 3 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 15 added.

The largest buyer was NewSquare Capital, adding an estimated $9.39M. The largest seller was Morgan Stanley, cutting an estimated $1.49M.

  • 47 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q4 2022, down from 49 in Q3 2022.
  • Funds reported $83.7M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q4 2022, up 39% quarter-over-quarter.
  • 3 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q4 2022 and 4 closed out, a net change of -1 holder.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q4 2022 was NewSquare Capital, an estimated $9.39M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q4 2022 was Morgan Stanley, an estimated $1.49M sold.

Based on aggregated 13F filings for Q4 2022.