Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
43 hedge funds and large institutions have $81.7M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 7 closing their positions.
4% less capital invested
Capital invested by funds: $85.2M → $81.7M (-$3.49M)
1.49% less ownership
Funds ownership: 63.89% → 62.41% (-1.5%)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
12% less funds holding
Funds holding: 49 → 43 (-6)
86% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 7
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$2.55M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.94M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.87M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.55M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$176K |
Top Sellers
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$6.79M |
| 2 |
Jane Street
New York
|
-$4.16M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.24M |
| 4 |
Morgan Stanley
New York
|
-$973K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$662K |
PIZ Hedge Fund Activity: Q2 2023 in Review
43 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q2 2023, worth a combined $81.7M — down 4.1% from $85.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PIZ and 1 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 15 added.
The largest buyer was LPL Financial, adding an estimated $2.55M. The largest seller was Royal Bank of Canada, cutting an estimated $6.79M.
- 43 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q2 2023, down from 49 in Q1 2023.
- Funds reported $81.7M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q2 2023, down 4.1% quarter-over-quarter.
- 1 fund opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q2 2023 and 7 closed out, a net change of -6 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q2 2023 was LPL Financial, an estimated $2.55M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $6.79M sold.
Based on aggregated 13F filings for Q2 2023.