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Invesco DWA Developed Markets Momentum ETF (PIZ) Institutional Ownership

Invesco DWA Developed Markets Momentum ETF logo
$38.60 +0.37 (+0.97%)
As of 01/30/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$13.15M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$7.20M
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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
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%
11/8/2024Prospera Financial Services Inc46,180$1.75M0.0%-11.4%1.248%
11/5/2024 Apollon Wealth Management LLC5,379$204K0.0%N/A0.145%
11/4/2024Del 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%
8/12/2024Carolinas Wealth Consulting LLC4,573$163K0.0%+8.7%0.127%
8/2/2024Del 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%
7/19/2024 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%
7/15/2024MorganRosel Wealth Management LLC17,700$632K0.2%-15.4%0.485%
5/17/2024Comerica Bank7,199$248K0.0%-6.8%0.195%
5/13/2024O 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%
4/19/2024Monument Capital Management19,383$668K0.2%-23.0%0.524%
4/18/2024 Refined Wealth Management30,306$1.04M0.8%-59.8%0.819%
4/18/2024MorganRosel 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%
2/1/2024Monument Capital Management25,177$800K0.3%-6.0%0.654%
1/30/2024 Lunt Capital Management Inc.17,493$556K0.3%+59.8%0.454%
1/22/2024 Refined 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%
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1/16/2024Raymond James & Associates139,590$4.43M0.0%-1.2%3.626%
1/12/2024 Cyndeo Wealth Partners LLC39,384$1.25M0.1%-46.1%0.905%
11/14/2023O Shaughnessy Asset Management LLC21,367$613K0.0%-13.6%0.541%
11/9/2023UBS Group AG348,178$9.98M0.0%+0.2%8.815%
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%
10/30/2023Del Sette Capital Management LLC9,409$270K0.3%N/A0.238%
10/30/2023MorganRosel Wealth Management LLC21,574$619K0.3%-28.9%0.546%
10/25/2023Monument 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%
10/24/2023Cambridge Investment Research Advisors Inc.18,060$518K0.0%-20.5%0.457%
10/16/2023 Refined Wealth Management70,853$2.03M1.8%+0.9%1.941%
10/10/2023 Cyndeo Wealth Partners LLC73,009$2.09M0.2%N/A2.000%
10/10/2023DHJJ Financial Advisors Ltd.1,839$53K0.0%N/A0.050%
8/11/2023O Shaughnessy Asset Management LLC24,718$753K0.0%+7.2%0.562%
8/10/2023Cetera Advisors LLC62,082$1.89M0.0%N/A1.411%
8/8/2023Prospera Financial Services Inc392,897$11.97M0.5%-5.3%8.929%
8/4/2023MorganRosel Wealth Management LLC30,322$924K0.4%-4.1%0.689%
8/3/2023 PFG Investments LLC29,056$885K0.2%-5.9%0.660%
7/31/2023LPL 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%
7/18/2023Monument Capital Management29,408$896K0.3%-26.2%0.668%
7/17/2023 Refined Wealth Management70,209$2.14M1.8%+4.4%1.633%
7/13/2023Cambridge Investment Research Advisors Inc.22,711$692K0.0%+12.9%0.528%
5/11/2023 PFG Investments LLC30,876$925K0.2%N/A0.679%
5/10/2023Resources Investment Advisors LLC.22,400$671K0.0%+4.3%0.492%
5/8/2023WealthShield 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%
4/21/2023Monument 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%
4/13/2023MorganRosel Wealth Management LLC31,610$947K0.4%-49.8%0.695%
3/6/2023OLD Mission Capital LLC3,109$85K0.0%-92.5%0.067%
2/10/2023O Shaughnessy Asset Management LLC25,591$703K0.0%-9.6%0.550%
2/9/2023Mercer 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%
2/8/2023UBS Group AG325,508$8.94M0.0%-9.3%7.000%
2/8/2023Prospera Financial Services Inc415,130$11.40M0.6%+234.2%8.928%
2/8/2023Cambridge 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%
2/7/2023LPL Financial LLC56,604$1.55M0.0%-44.1%1.217%
2/7/2023Envestnet Asset Management Inc.16,157$444K0.0%-6.6%0.347%
2/1/2023Great Valley Advisor Group Inc.12,090$332K0.0%-9.4%0.266%
1/31/2023Del Sette Capital Management LLC114,310$4.61M3.7%N/A2.512%
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1/27/2023Monument Capital Management45,616$1.25M0.4%-16.7%1.003%
1/24/2023Del Sette Capital Management LLC114,310$4.61M4.4%N/A2.512%
1/20/2023MorganRosel Wealth Management LLC62,952$1.73M0.8%-22.2%1.384%
1/17/2023 Refined Wealth Management67,035$1.84M1.6%+6.4%1.473%
11/14/2022Royal Bank of Canada337,336$8.19M0.0%+1.3%8.650%
11/14/2022OLD Mission Capital LLC41,204$1M0.0%N/A1.057%
11/10/2022UBS Group AG358,815$8.71M0.0%-11.0%9.200%
11/7/2022Monument Capital Management54,764$1.33M0.5%-12.1%1.404%
10/27/2022Prospera Financial Services Inc124,219$3.02M0.2%-5.0%3.185%
10/25/2022Raymond James & Associates116,519$2.83M0.0%-7.5%2.877%
(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 ($24.06M), 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: Prospera Financial Services Inc ($290.91K), Del Sette Capital Management LLC ($266.36K), 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 1,162,455 shares in the last 24 months. This purchase volume represents approximately $50.03M 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: Refined Wealth Management ($45.57K), MorganRosel Wealth Management LLC ($45.14K), LPL Financial LLC ($44.65K), PFG Investments LLC ($43.26K), Cyndeo Wealth Partners LLC ($40.01K), OLD Mission Capital LLC ($38.10K), 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 512,358 shares in the last 24 months. This volume of shares sold represents approximately $20.82M in transactions.



This page (NASDAQ:PIZ) was last updated on 1/31/2025 by MarketBeat.com Staff
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