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

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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)
17
Total
Institutional Inflows
(last 12 months)
$12.20M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$7.82M
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PIZ Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/22/2024 Raymond James & Associates136,306$4.70M0.0%-2.4%3.684%
4/19/2024 Monument Capital Management19,383$668K0.2%-23.0%0.524%
4/18/2024Refined 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%
2/1/2024 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%
1/22/2024Refined Wealth Management75,463$2.40M1.9%+6.5%1.960%
1/18/2024Trueblood Wealth Management LLC25,103$797K0.5%N/A0.652%
1/17/2024 PFG Investments LLC28,828$916K0.2%+239.5%0.749%
1/16/2024 Raymond James Financial Services Advisors Inc.31,184$990K0.0%-6.1%0.810%
1/16/2024 Raymond 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%
11/6/2023 PFG Investments LLC8,492$244K0.0%-70.8%0.215%
10/31/2023 Lunt Capital Management Inc.10,944$314K0.2%N/A0.277%
10/30/2023Del Sette Capital Management LLC9,409$270K0.3%N/A0.238%
10/30/2023MorganRosel Wealth Management LLC21,574$619K0.3%-28.9%0.546%
10/25/2023 Monument Capital Management26,779$768K0.2%-8.9%0.678%
10/24/2023 Raymond James Financial Services Advisors Inc.33,213$952K0.0%-48.5%0.841%
10/24/2023 Raymond 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%
10/10/2023 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%
8/4/2023MorganRosel 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%
7/26/2023Janney Montgomery Scott LLC9,967$304K0.0%+25.5%0.227%
7/25/2023 Raymond James Financial Services Advisors Inc.64,544$1.97M0.0%-1.2%1.467%
7/25/2023 Raymond James & Associates142,363$4.34M0.0%+4.3%3.236%
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7/18/2023 Monument Capital Management29,408$896K0.3%-26.2%0.668%
7/17/2023Refined Wealth Management70,209$2.14M1.8%+4.4%1.633%
7/13/2023Cambridge Investment Research Advisors Inc.22,711$692K0.0%+12.9%0.528%
5/11/2023 PFG Investments LLC30,876$925K0.2%N/A0.679%
5/10/2023Resources Investment Advisors LLC.22,400$671K0.0%+4.3%0.492%
5/8/2023WealthShield Partners LLC1,800$54K0.0%N/A0.040%
4/28/2023Ameritas Advisory Services LLC3,483$107K0.0%N/A0.077%
4/28/2023Janney Montgomery Scott LLC7,939$238K0.0%N/A0.174%
4/21/2023 Monument Capital Management39,825$1.19M0.4%-12.7%0.875%
4/14/2023 Raymond James Financial Services Advisors Inc.65,341$1.96M0.0%+15.3%1.436%
4/14/2023 Raymond James & Associates136,532$4.09M0.0%+21.2%3.001%
4/13/2023MorganRosel Wealth Management LLC31,610$947K0.4%-49.8%0.695%
3/6/2023OLD Mission Capital LLC3,109$85K0.0%-92.5%0.067%
2/10/2023O Shaughnessy Asset Management LLC25,591$703K0.0%-9.6%0.550%
2/9/2023Mercer Global Advisors Inc. ADV12,849$353K0.0%-11.3%0.276%
2/8/2023 Raymond James Financial Services Advisors Inc.56,691$1.56M0.0%+16.8%1.219%
2/8/2023 Raymond James & Associates112,686$3.09M0.0%-3.3%2.423%
2/8/2023UBS Group AG325,508$8.94M0.0%-9.3%7.000%
2/8/2023Prospera Financial Services Inc415,130$11.40M0.6%+234.2%8.928%
2/8/2023Cambridge Investment Research Advisors Inc.19,629$539K0.0%-4.8%0.422%
2/7/2023Commonwealth Equity Services LLC62,870$1.73M0.0%+1.3%1.352%
2/7/2023LPL Financial LLC56,604$1.55M0.0%-44.1%1.217%
2/7/2023Envestnet Asset Management Inc.16,157$444K0.0%-6.6%0.347%
2/1/2023Great Valley Advisor Group Inc.12,090$332K0.0%-9.4%0.266%
1/31/2023Del Sette Capital Management LLC114,310$4.61M3.7%N/A2.512%
1/27/2023 Monument Capital Management45,616$1.25M0.4%-16.7%1.003%
1/24/2023Del Sette Capital Management LLC114,310$4.61M4.4%N/A2.512%
1/20/2023MorganRosel Wealth Management LLC62,952$1.73M0.8%-22.2%1.384%
1/17/2023Refined Wealth Management67,035$1.84M1.6%+6.4%1.473%
11/14/2022Royal Bank of Canada337,336$8.19M0.0%+1.3%8.650%
11/14/2022OLD Mission Capital LLC41,204$1M0.0%N/A1.057%
11/10/2022UBS Group AG358,815$8.71M0.0%-11.0%9.200%
11/7/2022 Monument Capital Management54,764$1.33M0.5%-12.1%1.404%
10/27/2022Prospera Financial Services Inc124,219$3.02M0.2%-5.0%3.185%
10/25/2022 Raymond James & Associates116,519$2.83M0.0%-7.5%2.877%
10/25/2022 Raymond James Financial Services Advisors Inc.48,547$1.18M0.0%-1.2%1.199%
10/21/2022Great Valley Advisor Group Inc.13,351$324K0.0%-12.8%0.330%
10/17/2022Cambridge Investment Research Advisors Inc.20,609$500K0.0%+3.8%0.509%
10/14/2022MorganRosel Wealth Management LLC80,958$1.97M1.0%+2.3%1.999%
10/4/2022Csenge Advisory Group14,114$343K0.0%N/A0.317%
9/16/2022Private Trust Co. NA908$25K0.0%N/A0.020%
8/19/2022Eagle Bay Advisors LLC4,356$120K0.1%N/A0.097%
8/11/2022O Shaughnessy Asset Management LLC11,415$315K0.0%N/A0.254%
8/11/2022UBS Group AG403,139$11.14M0.0%+0.3%8.959%
8/8/2022Resources Investment Advisors LLC.21,615$597K0.0%-8.6%0.480%
8/8/2022Eqis Capital Management Inc.25,959$717K0.1%N/A0.577%
8/8/2022Prospera Financial Services Inc130,781$3.61M0.2%+4.2%2.906%
8/3/2022Janney Montgomery Scott LLC7,557$211K0.0%-74.8%0.168%
7/27/2022MorganRosel Wealth Management LLC79,109$2.19M1.2%-6.7%1.648%
7/22/2022Geneos Wealth Management Inc.2,601$71K0.0%-33.3%0.054%
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7/20/2022 Monument Capital Management62,333$1.72M0.6%-5.1%1.299%
7/19/2022Commonwealth Equity Services LLC61,641$1.70M0.0%-1.7%1.284%
7/19/2022Refined Wealth Management63,294$1.75M1.6%+10.0%1.319%
7/19/2022Great Valley Advisor Group Inc.15,313$423K0.0%-3.9%0.319%
7/13/2022Cambridge Investment Research Advisors Inc.19,852$549K0.0%-32.9%0.414%
5/11/2022 Raymond James & Associates189,442$6.37M0.0%-15.5%3.541%
5/5/2022Resources Investment Advisors LLC.23,648$795K0.0%-17.6%0.442%
5/4/2022Janney Montgomery Scott LLC30,029$1.01M0.0%-20.4%0.561%
5/4/2022Prospera Financial Services Inc125,459$4.22M0.2%+9.0%2.345%
5/4/2022Commonwealth Equity Services LLC62,721$2.11M0.0%-0.7%1.172%
(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, 34 institutional investors and hedge funds held shares of Invesco Dorsey Wright Developed Markets Momentum ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($15.49M), Prospera Financial Services Inc ($11.97M), UBS Group AG ($10.98M), Royal Bank of Canada ($8.19M), Raymond James & Associates ($4.70M), LPL Financial LLC ($3.77M), and Cetera Advisors LLC ($1.89M).Learn more on PIZ's institutional investors.

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

Of the 27 institutional investors that purchased Invesco Dorsey Wright Developed Markets Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Prospera Financial Services Inc ($306.55K), Del Sette Capital Management LLC ($238.03K), LPL Financial LLC ($84.49K), Cyndeo Wealth Partners LLC ($73.01K), Cetera Advisors LLC ($62.08K), PFG Investments LLC ($51.21K), and OLD Mission Capital LLC ($41.20K).

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

Institutional investors have bought a total of 1,052,718 shares in the last 24 months. This purchase volume represents approximately $50.15M in transactions.

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

Of the 22 institutional investors that sold Invesco Dorsey Wright Developed Markets Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($79.97K), MorganRosel Wealth Management LLC ($65.64K), Raymond James & Associates ($54.24K), Monument Capital Management ($46.33K), Refined Wealth Management ($45.16K), LPL Financial LLC ($44.65K), and PFG Investments LLC ($42.29K).

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

Institutional investors have sold a total of 604,161 shares in the last 24 months. This volume of shares sold represents approximately $27.80M in transactions.


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This page (NASDAQ:PIZ) was last updated on 4/24/2024 by MarketBeat.com Staff

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