Free Trial
→ MILLIONAIRE MASTERCLASS INVITE: Altucher (From Paradigm Press) (Ad)tc pixel Free PIZ Stock Alerts

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

Invesco Dorsey Wright Developed Markets Momentum ETF logo
$52.46 +0.27 (+0.52%)
Closing price 10/5/2026 03:59 PM Eastern
Extended Trading
$52.48 +0.02 (+0.05%)
As of 10/5/2026 07:30 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 Massive. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$86.53M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$8.78M
Get PIZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Dorsey Wright Developed Markets Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

PIZ Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Developed Markets Momentum ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.360,890$18.46M0.0%+27.5%2.887%
9/9/2026Sequoia Financial Advisors LLC5,523$309K0.0%N/A0.039%
9/9/2026Lunt Capital Management Inc.13,795$771K0.3%N/A0.098%
9/9/2026Integrated Wealth Concepts LLC8,020$448K0.0%N/A0.057%
9/9/2026NewEdge Advisors LLC44,925$2.32M0.0%+35.6%0.320%
9/9/2026IFP Advisors Inc7,565$405K0.0%N/A0.054%
9/9/2026Baird Financial Group Inc.61,337$3.43M0.0%N/A0.437%
8/22/2026Highland Investment Advisors LLC512$29K0.0%N/A0.004%
7/7/2026Willner & 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%
4/22/2026Systelligence LLC335,145$16.60M3.2%-9.2%2.473%
4/20/2026Kestra Private Wealth Services LLC43,486$2.15M0.0%N/A0.321%
4/16/2026Redstone 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%
Your backdoor link (still works) (Ad)

Bill Poulos is offering a private link to download his book Simple Options Trading For Beginners, bypassing the usual $29.97 checkout entirely. The page isn't listed anywhere on his site. Once it closes, the standard checkout becomes the only way in.tc pixel

Download the book now before this private link closes for good.
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%
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%
2/9/2026Prospera 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%
1/22/2026Systelligence 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%
1/8/2026Wealth 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%
A weekly dividend fund holding Nvidia and Palantir (Ad)

CrowdStrike, Palantir, Nvidia none of them pay a real dividend. But one fund holding the biggest AI names distributes income every single Thursday, with payouts reported as high as $1,051 a month. Chief Income Strategist Tim Plaehn breaks down the fund's real Thursday distribution history, how the income is generated, and how to buy it in any brokerage account.tc pixel

Watch the free presentation before this Thursday's payout
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%
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%


PIZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 100 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), Envestnet Asset Management Inc. ($18.46M), Creative Financial Designs Inc. ADV ($16.71M), and Systelligence LLC ($16.60M).Learn more on Invesco Dorsey Wright Developed Markets Momentum ETF's institutional investors.

Of the 90 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 1,750,913 shares in the last 24 months. This purchase volume represents approximately $86.53M in transactions.

Of the 25 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: Raymond James Financial Inc. ($39.05K), Systelligence LLC ($34.00K), Wealth Enhancement Advisory Services LLC ($26.57K), Jane Street Group LLC ($13.35K), Private Advisory Group LLC ($12.87K), JPMorgan Chase & Co. ($7.80K), and Monument Capital Management ($6.91K).

Institutional investors have sold a total of 181,370 shares in the last 24 months. This volume of shares sold represents approximately $8.78M in transactions.


Related Companies

Institutional ownership data for NASDAQ:PIZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
They're not telling you how bad this could get
Valuations have reached levels seen only a handful of times in the past century, while debt concerns and tarif...
Parkview Capital Group | Sponsoredtc pixel
A weekly dividend fund holding Nvidia and Palantir
CrowdStrike, Palantir, Nvidia none of them pay a real dividend. But one fund holding the biggest AI names dist...
Investors Alley | Sponsoredtc pixel
This smart glasses tech is bringing the screen to your eyes
Global AI smart-glasses shipments surged 263% in the first half of 2026, and Citi projects the market could re...
The Tomorrow Investor | Sponsoredtc pixel
MILLIONAIRE MASTERCLASS INVITE: Altucher
James Altucher says Elon Musk is preparing an unprecedented project set to surface on December 8th. Altuche...
Paradigm Press | Sponsoredtc pixel
Musk says UBI is coming. I say it's already here.
Elon Musk says AI could make money irrelevant by 2036. One income program already exists today, funded not by ...
Freedom Financial | Sponsoredtc pixel
My next big call (under $1)
Bitcoin is trading near $80,000. For your Bitcoin position to double from here, roughly $1.5 trillion in new m...
Crypto 101 Media | Sponsoredtc pixel
MAJOR BUY ALERT: Elon, Data Centers, Space
Stock picker Luke Lango recently toured Vegas and counted more than 60 new data centers under construction, ev...
InvestorPlace | Sponsoredtc pixel
Analyst nicknamed “The Prophet” issues new warning for America
Whitney Tilson exposed a major company on 60 Minutes in an Emmy-winning investigation - the stock lost nearly ...
Stansberry Research | Sponsoredtc pixel