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Invesco Dorsey Wright Developed Markets Momentum ETF

56 hedge funds and large institutions have $77.7M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 27 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding

Funds holding: 5256 (+4)

7.26% less ownership

Funds ownership: 68.18%60.92% (-7.3%)

18% less capital invested

Capital invested by funds: $94.2M → $77.7M (-$16.5M)

59% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 27

Holders
56
Holders Change
+4
Holders Change %
+7.69%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
27
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$15.5M -$684K -20,780 -4%
UBS Group
2
UBS Group
Switzerland
$12.7M +$759K +23,071 +7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.91M +$850K +25,821 +15%
Wells Fargo
4
Wells Fargo
California
$6.86M +$12.9K +391 +0.2%
RJA
5
Raymond James & Associates
Florida
$4.7M -$108K -3,284 -2%
NC
6
NewSquare Capital
Pennsylvania
$3.77M -$11M -334,300 -75%
Morgan Stanley
7
Morgan Stanley
New York
$2.5M -$2.49M -75,657 -51%
OMC
8
Old Mission Capital
Illinois
$2.48M -$4M -121,629 -63%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.27M +$869K +26,404 +67%
PFS
10
Prospera Financial Services
Texas
$2.01M -$148K -4,488 -7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.96M +$3.06K +93 +0.2%
CWP
12
Cyndeo Wealth Partners
Florida
$1.19M -$156K -4,728 -12%
Bank of America
13
Bank of America
North Carolina
$1.05M -$40.6K -1,234 -4%
RWM
14
Refined Wealth Management
Utah
$1.04M -$1.49M -45,157 -60%
LPL Financial
15
LPL Financial
California
$936K -$70.4K -2,141 -7%
TWM
16
Trueblood Wealth Management
Ohio
$865K
RJFSA
17
Raymond James Financial Services Advisors
Florida
$825K -$238K -7,248 -23%
MWM
18
MorganRosel Wealth Management
Colorado
$721K -$17.8K -541 -3%
Jane Street
19
Jane Street
New York
$696K -$3.25M -98,687 -83%
MCM
20
Monument Capital Management
Virginia
$668K -$191K -5,794 -23%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$645K -$108K -3,269 -15%
LCM
22
Lunt Capital Management
Utah
$615K +$11.7K +357 +2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$603K -$9.67K -294 -2%
Citigroup
24
Citigroup
New York
$588K -$98.9K -3,006 -15%
Stifel Financial
25
Stifel Financial
Missouri
$573K -$3.23K -98 -0.6%

PIZ Hedge Fund Activity: Q1 2024 in Review

56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q1 2024, worth a combined $77.7M — down 18% from $94.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PIZ positions and 0 closed out — a net gain of 4 holders — while 11 added to existing stakes and 27 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $869K. The largest seller was NewSquare Capital, cutting an estimated $11M.

  • 56 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q1 2024, up from 52 in Q4 2023.
  • Funds reported $77.7M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q1 2024, down 18% quarter-over-quarter.
  • 4 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q1 2024 and 0 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $869K added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q1 2024 was NewSquare Capital, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2024.