Who Owns PIZ?
Invesco Dorsey Wright Developed Markets Momentum ETF — Institutional Ownership & 13F Holdings
$55.34
+0.04 (+0.08%)
Market Cap
$571.1M
Shares Outstanding
12,058,260
Institutional Holders
59
Total Inst. Value
$133.8M
% of Float Held
—
QoQ Holder Change
+21
Institutional data as of Q1 2025
New Positions
17
Closed Positions
6
Increased
15
Decreased
17
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $41.2M | 1,081,327 |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $22.0M | 577,452 |
| 3 | MORGAN STANLEY | $11.7M | 307,016 |
| 4 | UBS Group AG | $10.5M | 276,271 |
| 5 | Systelligence, LLCNew | $9.7M | 255,776 |
| 6 | ROYAL BANK OF CANADA | $8.3M | 217,141 |
| 7 | RAYMOND JAMES FINANCIAL INC | $4.7M | 123,586 |
| 8 | NewSquare Capital LLC | $3.8M | 98,617 |
| 9 | Del-Sette Capital Management, LLC | $3.1M | 80,564 |
| 10 | JONES FINANCIAL COMPANIES LLLP | $1.9M | 38,926 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | +41K | $41.2M |
| MORGAN STANLEY | +20K | $11.7M |
| Systelligence, LLCNew | +256K | $9.7M |
| ROYAL BANK OF CANADA | +46K | $8.3M |
| Del-Sette Capital Management, LLC | +70K | $3.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -57K | $22.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -29K | $403K |
| RAYMOND JAMES FINANCIAL INC | -27K | $4.7M |
| LPL Financial LLC | -18K | $3K |
| NewSquare Capital LLC | -12K | $3.8M |
Related Stocks
Frequently Asked Questions
How many institutional investors hold PIZ?
As of Q1 2025, 59 institutional investors report holding PIZ (Invesco Dorsey Wright Developed Markets Momentum ETF) in their 13F filings.
Which hedge fund owns the most PIZ?
The largest institutional holder of PIZ is WELLS FARGO & COMPANY/MN with $41.2M in shares.
Are institutions buying or selling PIZ?
This quarter, 17 institutions opened new positions in PIZ and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.