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Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) Institutional Ownership

Invesco Dorsey Wright Developed Markets Momentum ETF logo
$46.23 -0.23 (-0.50%)
As of 03:21 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Developed Markets Momentum ETF (NASDAQ:PIZ)

Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$98.80M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$19.03M
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PIZ Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Developed Markets Momentum ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025Flow Traders U.S. LLC6,375$293K0.0%-79.5%0.072%
8/12/2025 Steward Partners Investment Advisory LLC3,206$147K0.0%-21.0%0.036%
8/12/2025 Global Retirement Partners LLC8,289$381K0.0%N/A0.094%
8/12/2025 Del Sette Capital Management LLC73,119$3.36M2.3%-9.2%0.831%
8/12/2025 JPMorgan Chase & Co.35,172$1.62M0.0%+23,826.5%0.400%
8/8/2025 Cetera Investment Advisers29,353$1.35M0.0%N/A0.334%
8/6/2025 Prospera Financial Services Inc46,049$2.12M0.0%+3.2%0.523%
8/4/2025 Creative Financial Designs Inc. ADV294,152$13.52M1.0%N/A3.343%
8/4/2025 Spire Wealth Management1,729$79K0.0%N/A0.020%
8/1/2025 Envestnet Asset Management Inc.48,836$2.24M0.0%+269.5%0.575%
7/29/2025 Systelligence LLC241,432$11.09M2.1%-5.6%2.840%
7/25/2025 CWM LLC10,043$461K0.0%+4,210.3%0.118%
7/24/2025 Monument Capital Management15,763$724K0.2%-9.7%0.188%
7/24/2025 Cyndeo Wealth Partners LLC23,535$1.08M0.1%-2.9%0.280%
7/24/2025 Blair William & Co. IL850$39K0.0%-52.1%0.010%
7/24/2025 Mainstay Capital Management LLC ADV9,110$419K0.0%N/A0.108%
7/23/2025 Trueblood Wealth Management LLC20,180$927K0.4%+2.7%0.240%
7/21/2025 Ameritas Advisory Services LLC2,814$129K0.0%N/A0.034%
7/18/2025 Consolidated Planning Corp45,370$2.09M0.3%N/A0.547%
7/18/2025 PFG Investments LLC5,711$262K0.0%-12.4%0.069%
7/17/2025 Janney Montgomery Scott LLC19,014$874K0.0%+28.8%0.229%
7/15/2025 Financial Management Professionals Inc.36,862$1.69M0.2%N/A0.450%
7/10/2025 Wealth Enhancement Advisory Services LLC563,947$25.64M0.0%-2.3%7.049%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.651$30K0.0%+208.5%0.008%
5/19/2025Jane Street Group LLC40,053$1.53M0.0%+129.5%0.641%
5/16/2025ROSS JOHNSON & Associates LLC952$36K0.6%N/A0.015%
5/16/2025Jones Financial Companies Lllp38,926$1.48M0.0%+149,615.4%0.623%
5/15/2025Royal Bank of Canada217,141$8.27M0.0%+27.1%3.474%
5/14/2025Flow Traders U.S. LLC31,154$1.19M0.1%N/A0.498%
5/13/2025Raymond James Financial Inc.123,586$4.71M0.0%-17.8%1.977%
5/7/2025 LPL Financial LLC83,267$3.17M0.0%-17.6%1.301%
5/6/2025 Avantax Advisory Services Inc.6,300$240K0.0%-22.5%0.101%
5/5/2025 Del Sette Capital Management LLC80,564$3.07M2.4%+685.8%1.289%
5/2/2025 Apollon Wealth Management LLC5,379$205K0.0%N/A0.104%
4/29/2025 Envestnet Asset Management Inc.13,218$503K0.0%+6.6%0.257%
4/29/2025Riggs Asset Managment Co. Inc.7,223$275K0.1%N/A0.140%
4/29/2025 OneDigital Investment Advisors LLC8,374$319K0.0%-17.0%0.163%
4/25/2025 MorganRosel Wealth Management LLC15,009$572K0.2%-10.2%0.291%
4/25/2025 Monument Capital Management17,453$665K0.2%-1.5%0.339%
4/23/2025 Systelligence LLC255,776$9.74M2.3%N/A4.967%
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4/22/2025 Cambridge Investment Research Advisors Inc.18,705$712K0.0%+2.0%0.363%
4/22/2025 PFG Investments LLC6,519$248K0.0%-17.9%0.127%
4/17/2025 Janney Montgomery Scott LLC14,763$562K0.0%N/A0.287%
4/16/2025 Wealth Enhancement Advisory Services LLC577,452$21.99M0.0%-18.9%11.213%
4/15/2025 Trueblood Wealth Management LLC19,642$748K0.3%-21.7%0.381%
4/14/2025 Farther Finance Advisors LLC3,609$139K0.0%N/A0.070%
3/17/2025 Wealth Enhancement Advisory Services LLC712,320$25.87M0.0%+12.0%14.687%
3/17/2025 NorthCrest Asset Manangement LLC5,647$205K0.0%N/A0.116%
2/17/2025Bank of America Corp DE27,981$1.02M0.0%-3.8%0.577%
2/14/2025Mercer Global Advisors Inc. ADV11,102$403K0.0%+15.1%0.229%
2/14/2025Jane Street Group LLC17,450$634K0.0%-43.7%0.360%
2/14/2025Comerica Bank6,337$230K0.0%+24.5%0.131%
2/14/2025Stifel Financial Corp14,390$523K0.0%-2.0%0.297%
2/14/2025 OneDigital Investment Advisors LLC10,084$366K0.0%-16.9%0.208%
2/13/2025Raymond James Financial Inc.150,437$5.46M0.0%N/A3.102%
2/13/2025Wells Fargo & Company MN1,040,526$37.79M0.0%+417.1%21.454%
2/11/2025 LPL Financial LLC101,064$3.67M0.0%+249.6%2.084%
2/11/2025 Del Sette Capital Management LLC10,253$372K0.3%-93.2%0.211%
2/10/2025 Commonwealth Equity Services LLC57,623$2.09M0.0%+0.5%1.188%
2/10/2025 Avantax Advisory Services Inc.8,125$295K0.0%N/A0.168%
2/7/2025 Independent Advisor Alliance14,343$521K0.0%N/A0.296%
2/6/2025Raymond James Financial Inc.150,437$5.46M0.0%N/A3.102%
2/6/2025 Steward Partners Investment Advisory LLC4,471$162K0.0%+9.6%0.092%
2/4/2025 MorganRosel Wealth Management LLC16,718$607K0.2%-4.6%0.345%
1/31/2025 Global Retirement Partners LLC8,169$297K0.0%N/A0.168%
1/24/2025 Lunt Capital Management Inc.8,079$293K0.1%N/A0.167%
1/22/2025 PFG Investments LLC7,944$288K0.0%-7.1%0.164%
1/21/2025 Cyndeo Wealth Partners LLC24,261$881K0.1%-8.8%0.500%
1/10/2025 Wealth Enhancement Advisory Services LLC634,912$24.06M0.0%-0.1%13.509%
11/15/2024Jane Street Group LLC30,973$1.17M0.0%-53.8%0.837%
11/15/2024Stifel Financial Corp14,678$556K0.0%-7.6%0.397%
11/14/2024Flow 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%
10/19/2024 Cyndeo 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%
7/31/2024 Commonwealth Equity Services LLC57,329$2.05M0.0%+0.7%1.592%
7/19/2024Raymond James & Associates134,034$4.79M0.0%-1.7%3.723%
7/19/2024 Refined 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%
5/17/2024Comerica 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%
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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%
4/18/2024 Refined 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%
2/9/2024UBS 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%
(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, 54 institutional investors and hedge funds held shares of Invesco Dorsey Wright Developed Markets Momentum ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($37.79M), Wealth Enhancement Advisory Services LLC ($25.64M), Creative Financial Designs Inc. ADV ($13.52M), Systelligence LLC ($11.09M), UBS Group AG ($10.98M), Royal Bank of Canada ($8.27M), and Raymond James Financial Inc. ($4.71M).Learn more on Invesco Dorsey Wright Developed Markets Momentum ETF's institutional investors.

Which institutional investors have been buying Invesco Dorsey Wright Developed Markets Momentum ETF's stock?

Of the 44 institutional investors that purchased Invesco Dorsey Wright Developed Markets Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wells Fargo & Company MN ($839.29K), Raymond James Financial Inc. ($300.87K), Creative Financial Designs Inc. ADV ($294.15K), Wealth Enhancement Advisory Services LLC ($273.02K), Systelligence LLC ($255.78K), Del Sette Capital Management LLC ($222.36K), and Cyndeo Wealth Partners LLC ($73.01K).

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

Institutional investors have bought a total of 2,551,402 shares in the last 24 months. This purchase volume represents approximately $98.80M in transactions.

Which of Invesco Dorsey Wright Developed Markets Momentum ETF's major shareholders have been selling company stock?

Of the 20 institutional investors that sold Invesco Dorsey Wright Developed Markets Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Del Sette Capital Management LLC ($153.61K), Wealth Enhancement Advisory Services LLC ($149.31K), Jane Street Group LLC ($49.54K), Raymond James Financial Inc. ($26.85K), Flow Traders U.S. LLC ($25.26K), Raymond James & Associates ($21.34K), and LPL Financial LLC ($17.80K).

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

Institutional investors have sold a total of 494,148 shares in the last 24 months. This volume of shares sold represents approximately $19.03M in transactions.



This page (NASDAQ:PIZ) was last updated on 8/14/2025 by MarketBeat.com Staff
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