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Invesco DWA Developed Markets Momentum ETF (PIZ) Institutional Ownership

Invesco DWA Developed Markets Momentum ETF logo
$39.68 +0.23 (+0.58%)
Closing price 03/7/2025 03:50 PM Eastern
Extended Trading
$39.39 -0.29 (-0.73%)
As of 03/7/2025 04:07 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
16
Total
Institutional Inflows
(last 12 months)
$58.41M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$12.76M
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PIZ Institutional Buying and Selling by Quarter

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Invesco DWA Developed Markets Momentum ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Bank of America Corp DE27,981$1.02M0.0%-3.8%0.577%
2/14/2025 Mercer Global Advisors Inc. ADV11,102$403K0.0%+15.1%0.229%
2/14/2025 Jane Street Group LLC17,450$634K0.0%-43.7%0.360%
2/14/2025 Comerica Bank6,337$230K0.0%+24.5%0.131%
2/14/2025 Stifel Financial Corp14,390$523K0.0%-2.0%0.297%
2/14/2025 OneDigital Investment Advisors LLC10,084$366K0.0%-16.9%0.208%
2/13/2025 Raymond James Financial Inc.150,437$5.46M0.0%N/A3.102%
2/13/2025 Wells 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%
2/6/2025 Raymond 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%
11/15/2024 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%
10/19/2024 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%
5/17/2024 Comerica Bank7,199$248K0.0%-6.8%0.195%
5/13/2024 O Shaughnessy Asset Management LLC18,720$645K0.0%-14.9%0.506%
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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%
4/18/2024 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%
2/9/2024 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%
1/22/2024 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%
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%
11/14/2023 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%
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%
10/16/2023 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%
10/10/2023 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%
7/17/2023 Refined 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%
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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%
(Data available from 1/1/2016 forward)

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PIZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PIZ shares?

During the previous two years, 39 institutional investors and hedge funds held shares of Invesco DWA Developed Markets Momentum ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($37.79M), Wealth Enhancement Advisory Services LLC ($24.06M), UBS Group AG ($10.98M), Raymond James Financial Inc. ($5.46M), Raymond James & Associates ($4.27M), LPL Financial LLC ($3.67M), and Commonwealth Equity Services LLC ($2.09M).Learn more on PIZ's institutional investors.

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

Of the 30 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: Wells Fargo & Company MN ($839.29K), Raymond James Financial Inc. ($300.87K), Wealth Enhancement Advisory Services LLC ($196.54K), LPL Financial LLC ($156.64K), Del Sette Capital Management LLC ($152.05K), Cyndeo Wealth Partners LLC ($73.01K), and Cetera Advisors LLC ($62.08K).

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

Institutional investors have bought a total of 1,994,595 shares in the last 24 months. This purchase volume represents approximately $72.54M in transactions.

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

Of the 21 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: Del Sette Capital Management LLC ($146.16K), Jane Street Group LLC ($49.54K), MorganRosel Wealth Management LLC ($45.94K), Refined Wealth Management ($45.57K), PFG Investments LLC ($43.26K), Cyndeo Wealth Partners LLC ($40.01K), and Raymond James Financial Services Advisors Inc. ($34.16K).

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

Institutional investors have sold a total of 541,969 shares in the last 24 months. This volume of shares sold represents approximately $19.52M in transactions.



This page (NASDAQ:PIZ) was last updated on 3/10/2025 by MarketBeat.com Staff
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