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

Invesco Dorsey Wright Developed Markets Momentum ETF logo
$45.55 +0.10 (+0.22%)
As of 07/3/2025 01:04 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$80.27M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$16.61M
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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
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%
5/7/2025LPL Financial LLC83,267$3.17M0.0%-17.6%1.301%
5/6/2025Avantax Advisory Services Inc.6,300$240K0.0%-22.5%0.101%
5/5/2025Del Sette Capital Management LLC80,564$3.07M2.4%+685.8%1.289%
5/2/2025Apollon Wealth Management LLC5,379$205K0.0%N/A0.104%
4/29/2025Envestnet 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%
4/29/2025OneDigital Investment Advisors LLC8,374$319K0.0%-17.0%0.163%
4/25/2025MorganRosel Wealth Management LLC15,009$572K0.2%-10.2%0.291%
4/25/2025Monument Capital Management17,453$665K0.2%-1.5%0.339%
4/23/2025Systelligence LLC255,776$9.74M2.3%N/A4.967%
4/22/2025Cambridge Investment Research Advisors Inc.18,705$712K0.0%+2.0%0.363%
4/22/2025PFG Investments LLC6,519$248K0.0%-17.9%0.127%
4/17/2025Janney Montgomery Scott LLC14,763$562K0.0%N/A0.287%
4/16/2025Wealth Enhancement Advisory Services LLC577,452$21.99M0.0%-18.9%11.213%
4/15/2025Trueblood Wealth Management LLC19,642$748K0.3%-21.7%0.381%
4/14/2025Farther Finance Advisors LLC3,609$139K0.0%N/A0.070%
3/17/2025Wealth Enhancement Advisory Services LLC712,320$25.87M0.0%+12.0%14.687%
3/17/2025NorthCrest 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%
2/14/2025OneDigital 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%
2/4/2025MorganRosel Wealth Management LLC16,718$607K0.2%-4.6%0.345%
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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%
1/22/2025PFG Investments LLC7,944$288K0.0%-7.1%0.164%
1/21/2025Cyndeo Wealth Partners LLC24,261$881K0.1%-8.8%0.500%
1/10/2025Wealth 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%
11/4/2024Del Sette Capital Management LLC149,723$5.67M4.4%-4.3%4.047%
10/24/2024Wealth Enhancement Advisory Services LLC635,848$24.09M0.1%+44.7%17.185%
10/24/2024PFG Investments LLC8,548$324K0.0%-4.0%0.231%
10/19/2024Cyndeo 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%
7/19/2024Refined Wealth Management29,898$1.07M0.8%-1.3%0.819%
7/16/2024Wealth 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%
5/1/2024Janney 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%
4/22/2024PFG 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%
4/18/2024Refined Wealth Management30,306$1.04M0.8%-59.8%0.819%
4/18/2024MorganRosel Wealth Management LLC20,917$721K0.3%-2.5%0.565%
4/16/2024Wealth 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%
1/30/2024Lunt Capital Management Inc.17,493$556K0.3%+59.8%0.454%
1/22/2024Refined Wealth Management75,463$2.40M1.9%+6.5%1.960%
1/18/2024Trueblood Wealth Management LLC25,103$797K0.5%N/A0.652%
1/17/2024PFG 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%
1/12/2024Cyndeo 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%
11/8/2023Janney Montgomery Scott LLC9,105$261K0.0%-8.6%0.231%
11/6/2023PFG 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%
10/30/2023MorganRosel Wealth Management LLC21,574$619K0.3%-28.9%0.546%
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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%
10/16/2023Refined Wealth Management70,853$2.03M1.8%+0.9%1.941%
10/10/2023Cyndeo 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%
(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, 44 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 ($21.99M), UBS Group AG ($10.98M), Systelligence LLC ($9.74M), Royal Bank of Canada ($8.27M), Raymond James Financial Inc. ($4.71M), and Raymond James & Associates ($4.27M).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 36 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), Wealth Enhancement Advisory Services LLC ($273.02K), Systelligence LLC ($255.78K), Del Sette Capital Management LLC ($222.36K), LPL Financial LLC ($156.64K), 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 2,179,997 shares in the last 24 months. This purchase volume represents approximately $80.27M in transactions.

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

Of the 18 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 ($146.16K), Wealth Enhancement Advisory Services LLC ($145.86K), Jane Street Group LLC ($49.54K), Raymond James Financial Inc. ($26.85K), Raymond James & Associates ($23.61K), LPL Financial LLC ($17.80K), and Cyndeo Wealth Partners LLC ($6.38K).

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

Institutional investors have sold a total of 445,036 shares in the last 24 months. This volume of shares sold represents approximately $16.61M in transactions.



This page (NASDAQ:PIZ) was last updated on 7/5/2025 by MarketBeat.com Staff
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