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Invesco DWA Developed Markets Momentum ETF (PIZ) Institutional Ownership

Invesco DWA Developed Markets Momentum ETF logo
$36.64 +0.11 (+0.30%)
(As of 12/24/2024 01:48 PM ET)

Institutional Ownership Changes (13F Filings) for Invesco DWA Developed Markets Momentum ETF (NASDAQ:PIZ)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$14.66M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$8.24M
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PIZ Institutional Buying and Selling by Quarter

Invesco DWA Developed Markets Momentum ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Jane Street Group LLC30,973$1.17M0.0%-53.8%0.837%
11/15/2024 Stifel Financial Corp14,678$556K0.0%-7.6%0.397%
11/14/2024 Flow Traders U.S. LLC13,423$509K0.0%-3.5%0.363%
11/8/2024 Prospera Financial Services Inc46,180$1.75M0.0%-11.4%1.248%
11/5/2024 Apollon Wealth Management LLC5,379$204K0.0%N/A0.145%
11/4/2024 Del Sette Capital Management LLC149,723$5.67M4.4%-4.3%4.047%
10/24/2024 Wealth Enhancement Advisory Services LLC635,848$24.09M0.1%+44.7%17.185%
10/24/2024 PFG Investments LLC8,548$324K0.0%-4.0%0.231%
10/19/2024Cyndeo Wealth Partners LLC26,597$1.01M0.1%-13.2%0.719%
10/18/2024Raymond James & Associates112,693$4.27M0.0%-15.9%3.046%
8/12/2024 Carolinas Wealth Consulting LLC4,573$163K0.0%+8.7%0.127%
8/2/2024 Del Sette Capital Management LLC156,415$5.59M4.6%+1,035.5%4.345%
7/31/2024Commonwealth Equity Services LLC57,329$2.05M0.0%+0.7%1.592%
7/19/2024Raymond James & Associates134,034$4.79M0.0%-1.7%3.723%
7/19/2024Refined Wealth Management29,898$1.07M0.8%-1.3%0.819%
7/16/2024 Wealth Enhancement Advisory Services LLC439,304$15.69M0.0%-2.2%12.036%
7/15/2024 MorganRosel Wealth Management LLC17,700$632K0.2%-15.4%0.485%
5/17/2024 Comerica Bank7,199$248K0.0%-6.8%0.195%
5/13/2024 O Shaughnessy Asset Management LLC18,720$645K0.0%-14.9%0.506%
5/1/2024 Janney Montgomery Scott LLC11,342$391K0.0%+24.6%0.307%
4/29/2024Benjamin F. Edwards & Company Inc.2,535$87K0.0%-31.2%0.069%
4/23/2024 Lunt Capital Management Inc.17,850$615K0.3%+2.0%0.482%
4/22/2024 PFG Investments LLC8,921$307K0.0%-69.1%0.241%
4/22/2024Raymond James & Associates136,306$4.70M0.0%-2.4%3.684%
4/19/2024 Monument Capital Management19,383$668K0.2%-23.0%0.524%
4/18/2024Refined Wealth Management30,306$1.04M0.8%-59.8%0.819%
4/18/2024 MorganRosel Wealth Management LLC20,917$721K0.3%-2.5%0.565%
4/16/2024 Wealth Enhancement Advisory Services LLC449,355$15.49M0.0%-4.4%12.145%
2/9/2024 UBS Group AG345,843$10.98M0.0%-0.7%8.983%
2/6/2024Benjamin F. Edwards & Company Inc.3,683$117K0.0%-12.5%0.096%
2/1/2024 Monument Capital Management25,177$800K0.3%-6.0%0.654%
1/30/2024 Lunt Capital Management Inc.17,493$556K0.3%+59.8%0.454%
1/22/2024Refined Wealth Management75,463$2.40M1.9%+6.5%1.960%
1/18/2024 Trueblood Wealth Management LLC25,103$797K0.5%N/A0.652%
1/17/2024 PFG Investments LLC28,828$916K0.2%+239.5%0.749%
1/16/2024Raymond James Financial Services Advisors Inc.31,184$990K0.0%-6.1%0.810%
1/16/2024Raymond James & Associates139,590$4.43M0.0%-1.2%3.626%
1/12/2024Cyndeo Wealth Partners LLC39,384$1.25M0.1%-46.1%0.905%
11/14/2023 O Shaughnessy Asset Management LLC21,367$613K0.0%-13.6%0.541%
11/9/2023 UBS Group AG348,178$9.98M0.0%+0.2%8.815%
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11/8/2023 Janney Montgomery Scott LLC9,105$261K0.0%-8.6%0.231%
11/6/2023 PFG Investments LLC8,492$244K0.0%-70.8%0.215%
10/31/2023 Lunt Capital Management Inc.10,944$314K0.2%N/A0.277%
10/30/2023 Del Sette Capital Management LLC9,409$270K0.3%N/A0.238%
10/30/2023 MorganRosel Wealth Management LLC21,574$619K0.3%-28.9%0.546%
10/25/2023 Monument Capital Management26,779$768K0.2%-8.9%0.678%
10/24/2023Raymond James Financial Services Advisors Inc.33,213$952K0.0%-48.5%0.841%
10/24/2023Raymond James & Associates141,237$4.05M0.0%-0.8%3.576%
10/24/2023 Cambridge Investment Research Advisors Inc.18,060$518K0.0%-20.5%0.457%
10/16/2023Refined Wealth Management70,853$2.03M1.8%+0.9%1.941%
10/10/2023Cyndeo Wealth Partners LLC73,009$2.09M0.2%N/A2.000%
10/10/2023 DHJJ Financial Advisors Ltd.1,839$53K0.0%N/A0.050%
8/11/2023 O Shaughnessy Asset Management LLC24,718$753K0.0%+7.2%0.562%
8/10/2023Cetera Advisors LLC62,082$1.89M0.0%N/A1.411%
8/8/2023 Prospera Financial Services Inc392,897$11.97M0.5%-5.3%8.929%
8/4/2023 MorganRosel Wealth Management LLC30,322$924K0.4%-4.1%0.689%
8/3/2023 PFG Investments LLC29,056$885K0.2%-5.9%0.660%
7/31/2023 LPL Financial LLC123,884$3.77M0.0%+214.5%2.816%
7/26/2023 Janney Montgomery Scott LLC9,967$304K0.0%+25.5%0.227%
7/25/2023Raymond James Financial Services Advisors Inc.64,544$1.97M0.0%-1.2%1.467%
7/25/2023Raymond James & Associates142,363$4.34M0.0%+4.3%3.236%
7/18/2023 Monument Capital Management29,408$896K0.3%-26.2%0.668%
7/17/2023Refined Wealth Management70,209$2.14M1.8%+4.4%1.633%
7/13/2023 Cambridge Investment Research Advisors Inc.22,711$692K0.0%+12.9%0.528%
5/11/2023 PFG Investments LLC30,876$925K0.2%N/A0.679%
5/10/2023 Resources Investment Advisors LLC.22,400$671K0.0%+4.3%0.492%
5/8/2023 WealthShield Partners LLC1,800$54K0.0%N/A0.040%
4/28/2023 Ameritas Advisory Services LLC3,483$107K0.0%N/A0.077%
4/28/2023 Janney Montgomery Scott LLC7,939$238K0.0%N/A0.174%
4/21/2023 Monument Capital Management39,825$1.19M0.4%-12.7%0.875%
4/14/2023Raymond James Financial Services Advisors Inc.65,341$1.96M0.0%+15.3%1.436%
4/14/2023Raymond James & Associates136,532$4.09M0.0%+21.2%3.001%
4/13/2023 MorganRosel Wealth Management LLC31,610$947K0.4%-49.8%0.695%
3/6/2023 OLD Mission Capital LLC3,109$85K0.0%-92.5%0.067%
2/10/2023 O Shaughnessy Asset Management LLC25,591$703K0.0%-9.6%0.550%
2/9/2023 Mercer Global Advisors Inc. ADV12,849$353K0.0%-11.3%0.276%
2/8/2023Raymond James Financial Services Advisors Inc.56,691$1.56M0.0%+16.8%1.219%
2/8/2023Raymond James & Associates112,686$3.09M0.0%-3.3%2.423%
2/8/2023 UBS Group AG325,508$8.94M0.0%-9.3%7.000%
2/8/2023 Prospera Financial Services Inc415,130$11.40M0.6%+234.2%8.928%
2/8/2023 Cambridge Investment Research Advisors Inc.19,629$539K0.0%-4.8%0.422%
2/7/2023Commonwealth Equity Services LLC62,870$1.73M0.0%+1.3%1.352%
2/7/2023 LPL Financial LLC56,604$1.55M0.0%-44.1%1.217%
2/7/2023 Envestnet Asset Management Inc.16,157$444K0.0%-6.6%0.347%
2/1/2023 Great Valley Advisor Group Inc.12,090$332K0.0%-9.4%0.266%
1/31/2023 Del Sette Capital Management LLC114,310$4.61M3.7%N/A2.512%
1/27/2023 Monument Capital Management45,616$1.25M0.4%-16.7%1.003%
1/24/2023 Del Sette Capital Management LLC114,310$4.61M4.4%N/A2.512%
1/20/2023 MorganRosel Wealth Management LLC62,952$1.73M0.8%-22.2%1.384%
1/17/2023Refined Wealth Management67,035$1.84M1.6%+6.4%1.473%
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11/14/2022 Royal Bank of Canada337,336$8.19M0.0%+1.3%8.650%
11/14/2022 OLD Mission Capital LLC41,204$1M0.0%N/A1.057%
11/10/2022 UBS Group AG358,815$8.71M0.0%-11.0%9.200%
11/7/2022 Monument Capital Management54,764$1.33M0.5%-12.1%1.404%
10/27/2022 Prospera Financial Services Inc124,219$3.02M0.2%-5.0%3.185%
10/25/2022Raymond James & Associates116,519$2.83M0.0%-7.5%2.877%
10/25/2022Raymond James Financial Services Advisors Inc.48,547$1.18M0.0%-1.2%1.199%
10/21/2022 Great Valley Advisor Group Inc.13,351$324K0.0%-12.8%0.330%
10/17/2022 Cambridge Investment Research Advisors Inc.20,609$500K0.0%+3.8%0.509%
10/14/2022 MorganRosel Wealth Management LLC80,958$1.97M1.0%+2.3%1.999%
(Data available from 1/1/2016 forward)

PIZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PIZ shares?

During the previous two years, 34 institutional investors and hedge funds held shares of Invesco DWA Developed Markets Momentum ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($24.09M), UBS Group AG ($10.98M), Del Sette Capital Management LLC ($5.67M), Raymond James & Associates ($4.27M), LPL Financial LLC ($3.77M), Commonwealth Equity Services LLC ($2.05M), and Cetera Advisors LLC ($1.89M).Learn more on PIZ's institutional investors.

Which institutional investors have been buying Invesco DWA Developed Markets Momentum ETF stock?

Of the 23 institutional investors that purchased Invesco DWA Developed Markets Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Del Sette Capital Management LLC ($380.67K), Prospera Financial Services Inc ($290.91K), Wealth Enhancement Advisory Services LLC ($196.54K), LPL Financial LLC ($84.49K), Cyndeo Wealth Partners LLC ($73.01K), Cetera Advisors LLC ($62.08K), and PFG Investments LLC ($51.21K).

How much institutional buying is happening at Invesco DWA Developed Markets Momentum ETF?

Institutional investors have bought a total of 1,272,715 shares in the last 24 months. This purchase volume represents approximately $56.24M in transactions.

Which Invesco DWA Developed Markets Momentum ETF major shareholders have been selling company stock?

Of the 24 institutional investors that sold Invesco DWA Developed Markets Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: MorganRosel Wealth Management LLC ($63.14K), Refined Wealth Management ($45.57K), LPL Financial LLC ($44.65K), PFG Investments LLC ($42.65K), OLD Mission Capital LLC ($38.10K), Cyndeo Wealth Partners LLC ($37.67K), and Jane Street Group LLC ($36.02K).

How much institutional selling is happening at Invesco DWA Developed Markets Momentum ETF?

Institutional investors have sold a total of 535,636 shares in the last 24 months. This volume of shares sold represents approximately $22.17M in transactions.



This page (NASDAQ:PIZ) was last updated on 12/25/2024 by MarketBeat.com Staff
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