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Invesco Dorsey Wright Developed Markets Momentum ETF

49 hedge funds and large institutions have $85.2M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 4749 (+2)

2% more capital invested

Capital invested by funds: $83.7M → $85.2M (+$1.54M)

3.12% less ownership

Funds ownership: 67.01%63.89% (-3.1%)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
12
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NC
1
NewSquare Capital
Pennsylvania
$14M +$1.01M +34,300 +8%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$12.8M +$1.27M +43,303 +11%
PFS
3
Prospera Financial Services
Texas
$12.4M -$8.5K -290 -0.1%
UBS Group
4
UBS Group
Switzerland
$10.3M +$554K +18,901 +6%
Wells Fargo
5
Wells Fargo
California
$4.71M +$285K +9,733 +7%
Morgan Stanley
6
Morgan Stanley
New York
$4.38M +$168K +5,728 +4%
Jane Street
7
Jane Street
New York
$4.16M -$7.03M -239,766 -63%
RJA
8
Raymond James & Associates
Florida
$4.09M +$699K +23,846 +21%
RWM
9
Refined Wealth Management
Utah
$2.02M +$7.04K +240 +0.4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.96M +$254K +8,650 +15%
Bank of America
11
Bank of America
North Carolina
$1.47M -$221K -7,553 -13%
Citadel Advisors
12
Citadel Advisors
Florida
$1.24M -$887K -30,248 -42%
MCM
13
Monument Capital Management
Virginia
$1.19M -$170K -5,791 -13%
LPL Financial
14
LPL Financial
California
$1.18M -$504K -17,210 -30%
OMC
15
Old Mission Capital
Illinois
$963K +$942K +32,129 New
MWM
16
MorganRosel Wealth Management
Colorado
$947K -$919K -31,342 -50%
PI
17
PFG Investments
New York
$925K +$905K +30,876 New
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$691K -$74K -2,523 -10%
OIA
19
OneDigital Investment Advisors
Kansas
$671K +$27.3K +931 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$603K +$14.2K +485 +2%
Citigroup
21
Citigroup
New York
$584K -$3.31K -113 -0.6%
Stifel Financial
22
Stifel Financial
Missouri
$531K +$181K +6,171 +53%
FIM
23
Freedom Investment Management
Connecticut
$431K -$291K -9,926 -41%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$427K -$295K -10,057 -41%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$415K -$67.4K -2,299 -14%

PIZ Hedge Fund Activity: Q1 2023 in Review

49 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q1 2023, worth a combined $85.2M — up 1.8% from $83.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PIZ positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 19 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.27M. The largest seller was Jane Street, cutting an estimated $7.03M.

  • 49 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q1 2023, up from 47 in Q4 2022.
  • Funds reported $85.2M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q1 2023, up 1.8% quarter-over-quarter.
  • 6 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q1 2023 and 4 closed out, a net change of +2 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $1.27M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q1 2023 was Jane Street, an estimated $7.03M sold.

Based on aggregated 13F filings for Q1 2023.