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

Invesco Dorsey Wright Developed Markets Momentum ETF logo
$51.91 -0.61 (-1.16%)
As of 12:08 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$111.32M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$11.41M
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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
7/7/2026 Willner & Heller LLC8,992$503K0.3%+75.6%0.065%
6/3/2026NewEdge Advisors LLC33,128$1.64M0.0%+13.6%0.241%
5/19/2026Bank of America Corp DE20,766$1.03M0.0%-14.7%0.151%
5/18/2026Royal Bank of Canada612,716$30.34M0.0%+6.1%4.456%
5/16/2026Quantinno Capital Management LP13,279$658K0.0%+17.0%0.097%
5/14/2026Greenline Wealth Management LLC36,734$1.82M2.1%+10.8%0.267%
5/13/2026Cetera Investment Advisers146,141$7.24M0.0%+96.4%1.063%
5/13/2026Petra Financial Advisors Inc.13,757$681K0.4%N/A0.100%
5/5/2026Geneos Wealth Management Inc.12,896$639K0.0%+231.1%0.094%
5/5/2026Sanctuary Advisors LLC25,055$1.24M0.0%+49.9%0.182%
5/4/2026Nicholson Wealth Management Group LLC7,652$379K0.2%N/A0.056%
5/4/2026Del Sette Capital Management LLC75,410$3.73M2.2%-6.9%0.548%
5/1/2026Fifth Third Bancorp10,382$514K0.0%N/A0.076%
4/30/2026Kestra Advisory Services LLC5,235$259K0.0%+164.1%0.038%
4/27/2026PFG Investments LLC18,443$913K0.0%+183.0%0.134%
4/23/2026Formidable Asset Management LLC19,100$936K0.1%+133.9%0.139%
4/22/2026 Systelligence LLC335,145$16.60M3.2%-9.2%2.473%
4/20/2026Kestra Private Wealth Services LLC43,486$2.15M0.0%N/A0.321%
4/16/2026 Redstone Wealth Management LLC64,576$3.20M2.5%N/A0.477%
2/18/2026Mercer Global Advisors Inc. ADV6,673$327K0.0%+5.2%0.060%
2/18/2026NewEdge Advisors LLC29,159$1.43M0.0%+11.5%0.262%
2/18/2026Garton & Associates Financial Advisors LLC836$41K0.0%N/A0.007%
2/17/2026Cetera Investment Advisers74,414$3.65M0.0%+129.1%0.667%
2/17/2026Equitable Holdings Inc.54,203$2.66M0.0%+4.5%0.486%
2/17/2026Osaic Holdings Inc.43,778$2.14M0.0%+14.9%0.393%
2/17/2026Advisory Services Network LLC14,072$689K0.0%+38.6%0.126%
2/17/2026&PARTNERS40,116$1.97M0.0%+277.0%0.360%
2/17/2026Blair William & Co. IL600$29K0.0%-29.4%0.005%
2/17/2026Royal Bank of Canada577,277$28.28M0.0%+46.3%5.177%
2/16/2026MML Investors Services LLC53,833$2.64M0.0%+20.3%0.483%
2/16/2026Arax Advisory Partners2,712$133K0.0%N/A0.024%
2/13/2026Kestra Advisory Services LLC1,982$97K0.0%N/A0.018%
2/13/2026CreativeOne Wealth LLC22,804$1.12M0.0%N/A0.205%
2/13/2026Stifel Financial Corp63,752$3.12M0.0%+14.5%0.572%
2/13/2026Greenline Wealth Management LLC33,143$1.62M1.7%N/A0.297%
2/13/2026Wells Fargo & Company MN2,002,892$98.11M0.0%+3.1%17.963%
2/13/2026Kane Investment Management Inc.7,699$377K0.2%+8.0%0.069%
2/12/2026Jane Street Group LLC5,887$288K0.0%-69.4%0.053%
2/12/2026Commonwealth Equity Services LLC62,474$3.06M0.0%+5.4%0.560%
2/12/2026Wagner Wealth Management Corp55,450$2.72M2.7%N/A0.497%
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2/12/2026Steward Partners Investment Advisory LLC3,538$173K0.0%+6.7%0.032%
2/11/2026Janney Montgomery Scott LLC23,298$1.14M0.0%+5.5%0.209%
2/11/2026LPL Financial LLC620,114$30.38M0.0%+29.1%5.562%
2/11/2026O Shaughnessy Asset Management LLC8,482$415K0.0%-44.9%0.076%
2/11/2026Flagship Wealth Advisors LLC2,500$122K0.0%N/A0.022%
2/10/2026Cibc World Market Inc.7,441$364K0.0%-3.9%0.067%
2/10/2026Thoroughbred Financial Services LLC5,864$287K0.0%+36.1%0.053%
2/9/2026 Prospera Financial Services Inc40,621$1.99M0.0%-2.9%0.364%
2/6/2026Creative Financial Designs Inc. ADV341,130$16.71M1.1%+8.8%3.059%
2/4/2026Drive Wealth Management LLC5,573$273K0.1%N/A0.050%
2/4/2026Bensler LLC5,502$270K0.0%+13.6%0.050%
2/2/2026Del Sette Capital Management LLC80,991$3.97M2.4%+0.8%0.730%
1/29/2026Comerica Bank10,621$520K0.0%+18.6%0.097%
1/29/2026UBS Group AG294,971$14.45M0.0%+7.0%2.694%
1/29/2026Sanctuary Advisors LLC16,716$819K0.0%+60.9%0.153%
1/28/2026Geneos Wealth Management Inc.3,895$191K0.0%+728.7%0.036%
1/28/2026CPC Advisors LLC45,245$2.22M0.2%-0.4%0.413%
1/27/2026PFG Advisors31,625$1.55M0.1%N/A0.289%
1/27/2026Bolthouse Investments LLC4,190$205K0.2%N/A0.038%
1/27/2026Mainstay Capital Management LLC ADV4,927$241K0.0%+8.2%0.045%
1/26/2026CWM LLC8,506$417K0.0%+22.7%0.078%
1/26/2026Steinberganna Wealth Management10,742$526K0.2%-4.2%0.099%
1/26/2026Monument Capital Management8,855$434K0.1%-43.8%0.082%
1/23/2026Axiom Financial Strategies LLC232,664$11.40M4.8%-1.2%2.144%
1/22/2026Vista Investment Partners II LLC40,898$2.00M0.9%+4.8%0.377%
1/22/2026 Systelligence LLC369,149$18.08M3.4%+2.6%3.402%
1/21/2026Trueblood Wealth Management LLC20,587$1.01M0.4%+1.9%0.190%
1/16/2026Genesee Capital Advisors LLC36,824$1.80M0.7%+5.4%0.339%
1/16/2026Formidable Asset Management LLC8,165$389K0.1%N/A0.075%
1/15/2026RiverTree Advisors LLC27,398$1.34M0.9%-2.3%0.253%
1/15/2026Private Advisory Group LLC8,875$435K0.0%+7.9%0.082%
1/8/2026 Wealth Enhancement Advisory Services LLC537,373$27.10M0.0%-1.9%4.999%
1/7/2026Cyndeo Wealth Partners LLC22,543$1.10M0.1%-2.3%0.210%
1/7/2026 Private Client Services LLC4,950$242K0.1%+12.5%0.046%
1/1/2026JPMorgan Chase & Co.31,270$1.49M0.0%-11.1%0.316%
12/10/2025Mainstay Capital Management LLC ADV4,555$217K0.0%-50.0%0.046%
11/18/2025Advisory Services Network LLC10,153$484K0.0%+14.6%0.103%
11/18/2025Del Sette Capital Management LLC80,375$3.83M2.4%+9.9%0.812%
11/17/2025NewEdge Advisors LLC26,147$1.25M0.0%+37,252.9%0.264%
11/17/2025Mercer Global Advisors Inc. ADV6,345$302K0.0%-9.0%0.064%
11/17/2025Axiom Financial Strategies LLC235,598$11.23M4.8%N/A2.380%
11/17/2025Bank of America Corp DE24,552$1.17M0.0%-2.5%0.248%
11/14/2025Raymond James Financial Inc.261,861$12.48M0.0%-13.0%2.645%
11/14/2025Equitable Holdings Inc.51,889$2.47M0.0%+52.9%0.524%
11/14/2025Comerica Bank8,955$427K0.0%+58.9%0.090%
11/13/2025UBS Group AG275,788$13.15M0.0%+0.8%2.786%
11/13/2025BNP Paribas Financial Markets7,477$356K0.0%+124.1%0.076%
11/13/2025Riggs Asset Managment Co. Inc.8,265$394K0.1%-2.5%0.083%
11/12/2025Kane Investment Management Inc.7,132$340K0.2%N/A0.072%
11/12/2025NewSquare Capital LLC100,197$4.78M0.3%+4.3%1.012%
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11/12/2025Blueprint Financial Advisors LLC31,151$1.49M0.3%N/A0.315%
11/12/2025Blueprint Investment Partners LLC31,151$1.49M0.2%N/A0.315%
11/12/2025Creative Financial Designs Inc. ADV313,396$14.94M1.0%+6.5%3.166%
11/10/2025Thoroughbred Financial Services LLC4,310$205K0.0%N/A0.044%
11/10/2025Private Advisory Group LLC8,228$392K0.0%-61.0%0.083%
11/7/2025JPMorgan Chase & Co.31,270$1.49M0.0%-11.1%0.316%
11/6/2025Cibc World Market Inc.7,741$369K0.0%-3.1%0.078%
11/6/2025 Prospera Financial Services Inc41,834$1.99M0.0%-9.2%0.423%
11/5/2025Envestnet Asset Management Inc.53,057$2.53M0.0%+8.6%0.536%
11/4/2025Ashton Thomas Private Wealth LLC6,333$302K0.0%N/A0.064%


PIZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 97 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 ($98.11M), LPL Financial LLC ($30.38M), Royal Bank of Canada ($30.34M), Wealth Enhancement Advisory Services LLC ($27.10M), Creative Financial Designs Inc. ADV ($16.71M), Systelligence LLC ($16.60M), and UBS Group AG ($14.45M).Learn more on Invesco Dorsey Wright Developed Markets Momentum ETF's institutional investors.

Of the 86 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 ($899.77K), Raymond James Financial Inc. ($478.20K), Creative Financial Designs Inc. ADV ($341.13K), Wealth Enhancement Advisory Services LLC ($273.02K), Systelligence LLC ($265.03K), Royal Bank of Canada ($264.43K), and Axiom Financial Strategies LLC ($235.60K).

Institutional investors have bought a total of 2,330,739 shares in the last 24 months. This purchase volume represents approximately $111.32M in transactions.

Of the 29 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: Systelligence LLC ($48.35K), Raymond James Financial Inc. ($39.05K), Wealth Enhancement Advisory Services LLC ($26.57K), Flow Traders U.S. LLC ($24.78K), Jane Street Group LLC ($13.35K), Del Sette Capital Management LLC ($13.03K), and Private Advisory Group LLC ($12.87K).

Institutional investors have sold a total of 238,529 shares in the last 24 months. This volume of shares sold represents approximately $11.41M in transactions.



This page (NASDAQ:PIZ) was last updated on 7/17/2026 by MarketBeat.com Staff.
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