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Invesco DWA Developed Markets Momentum ETF (PIZ) Institutional Ownership

Invesco DWA Developed Markets Momentum ETF logo
$41.42 +0.08 (+0.19%)
As of 09:50 AM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco DWA Developed Markets Momentum ETF (NASDAQ:PIZ)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$72.14M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$14.97M
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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
4/29/2025 Envestnet Asset Management Inc.13,218$503K0.0%+6.6%0.257%
4/29/2025 Riggs 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%
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%
2/11/2025LPL Financial LLC101,064$3.67M0.0%+249.6%2.084%
2/11/2025Del Sette Capital Management LLC10,253$372K0.3%-93.2%0.211%
2/10/2025Commonwealth Equity Services LLC57,623$2.09M0.0%+0.5%1.188%
2/10/2025Avantax Advisory Services Inc.8,125$295K0.0%N/A0.168%
2/7/2025Independent Advisor Alliance14,343$521K0.0%N/A0.296%
2/6/2025Raymond James Financial Inc.150,437$5.46M0.0%N/A3.102%
2/6/2025Steward 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%
1/31/2025Global Retirement Partners LLC8,169$297K0.0%N/A0.168%
1/24/2025Lunt 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%
11/5/2024Apollon Wealth Management LLC5,379$204K0.0%N/A0.145%
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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%
7/15/2024 MorganRosel Wealth Management LLC17,700$632K0.2%-15.4%0.485%
5/17/2024Comerica Bank7,199$248K0.0%-6.8%0.195%
5/13/2024O 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%
4/23/2024Lunt 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%
1/30/2024Lunt 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%
11/14/2023O 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%
10/31/2023Lunt Capital Management Inc.10,944$314K0.2%N/A0.277%
10/30/2023Del Sette Capital Management LLC9,409$270K0.3%N/A0.238%
10/30/2023 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%
8/11/2023O 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%
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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%
7/31/2023LPL 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%
7/18/2023 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%
(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, 43 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 ($21.99M), UBS Group AG ($10.98M), Systelligence LLC ($9.74M), Raymond James Financial Inc. ($5.46M), Raymond James & Associates ($4.27M), and LPL Financial LLC ($3.67M).Learn more on PIZ's institutional investors.

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

Of the 33 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 ($273.02K), Systelligence LLC ($255.78K), LPL Financial LLC ($156.64K), Del Sette Capital Management LLC ($152.05K), and Cyndeo Wealth Partners LLC ($73.01K).

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

Institutional investors have bought a total of 2,315,349 shares in the last 24 months. This purchase volume represents approximately $83.65M in transactions.

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

Of the 22 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: Wealth Enhancement Advisory Services LLC ($166.64K), Del Sette Capital Management LLC ($146.16K), Jane Street Group LLC ($49.54K), Refined Wealth Management ($45.57K), PFG Investments LLC ($44.68K), 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 650,260 shares in the last 24 months. This volume of shares sold represents approximately $22.83M in transactions.



This page (NASDAQ:PIZ) was last updated on 5/1/2025 by MarketBeat.com Staff
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