Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
55 hedge funds and large institutions have $89.2M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 8 closing their positions.
11% more capital invested
Capital invested by funds: $80.4M → $89.2M (+$8.81M)
2.78% more ownership
Funds ownership: 60.86% → 63.65% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 60 → 55 (-5)
32% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 22
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$7.12M |
| 2 |
Morgan Stanley
New York
|
+$430K |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$410K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$320K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$278K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.3M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$773K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$751K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$659K |
| 5 |
LCM
Lunt Capital Management
Holladay,
Utah
|
-$636K |
PIZ Hedge Fund Activity: Q3 2024 in Review
55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q3 2024, worth a combined $89.2M — up 11% from $80.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PIZ and 4 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 15 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $7.12M. The largest seller was Jane Street, cutting an estimated $1.3M.
- 55 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q3 2024, down from 60 in Q2 2024.
- Funds reported $89.2M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q3 2024, up 11% quarter-over-quarter.
- 4 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q3 2024 and 8 closed out, a net change of -4 holders.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $7.12M added.
- The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q3 2024 was Jane Street, an estimated $1.3M sold.
Based on aggregated 13F filings for Q3 2024.