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Invesco Dorsey Wright Developed Markets Momentum ETF

60 hedge funds and large institutions have $80.4M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

7% more funds holding

Funds holding: 5660 (+4)

4% more capital invested

Capital invested by funds: $77.7M → $80.4M (+$2.75M)

0.05% less ownership

Funds ownership: 60.92%60.86% (-0.05%)

59% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 29

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
12
Reduced
29
Closed
2
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
$15.7M -$348K -10,051 -2%
UBS Group
2
UBS Group
Switzerland
$10.5M -$2.55M -73,488 -20%
Wells Fargo
3
Wells Fargo
California
$7.22M +$107K +3,098 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.87M -$282K -8,143 -4%
DSCM
5
Del-Sette Capital Management
New York
$5.59M +$4.94M +142,640 +1,035%
RJA
6
Raymond James & Associates
Florida
$4.79M -$78.7K -2,272 -2%
NC
7
NewSquare Capital
Pennsylvania
$3.48M -$418K -12,078 -11%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.84M +$470K +13,581 +21%
Morgan Stanley
9
Morgan Stanley
New York
$2.56M -$25.8K -744 -1%
Jane Street
10
Jane Street
New York
$2.39M +$1.62M +46,804 +232%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.05M +$13.3K +384 +0.7%
PFS
12
Prospera Financial Services
Texas
$1.86M -$214K -6,175 -11%
CWP
13
Cyndeo Wealth Partners
Florida
$1.09M -$139K -4,013 -12%
Bank of America
14
Bank of America
North Carolina
$1.07M -$17.9K -517 -2%
RWM
15
Refined Wealth Management
Utah
$1.07M -$14.1K -408 -1%
TWM
16
Trueblood Wealth Management
Ohio
$895K -$1.49K -43 -0.2%
LPL Financial
17
LPL Financial
California
$865K -$102K -2,938 -11%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$769K -$82.9K -2,393 -10%
Citigroup
19
Citigroup
New York
$643K +$32.4K +935 +5%
LCM
20
Lunt Capital Management
Utah
$636K -$901 -26 -0.1%
MWM
21
MorganRosel Wealth Management
Colorado
$632K -$111K -3,217 -15%
MCM
22
Monument Capital Management
Virginia
$631K -$59.5K -1,717 -9%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$628K +$2.7K +78 +0.4%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$607K -$59.5K -1,717 -9%
Stifel Financial
25
Stifel Financial
Missouri
$567K -$26.1K -752 -5%

PIZ Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q2 2024, worth a combined $80.4M — up 3.5% from $77.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PIZ positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 29 trimmed.

The largest buyer was Del-Sette Capital Management, adding an estimated $4.94M. The largest seller was UBS Group, cutting an estimated $2.55M.

  • 60 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q2 2024, up from 56 in Q1 2024.
  • Funds reported $80.4M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 6 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q2 2024 and 2 closed out, a net change of +4 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q2 2024 was Del-Sette Capital Management, an estimated $4.94M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q2 2024 was UBS Group, an estimated $2.55M sold.

Based on aggregated 13F filings for Q2 2024.