Who Owns Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ)?Hedge Fund & Institutional Holders

$49.35-1.06 (-2.10%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.200047000300003e+196T

% of Float Held

QoQ Change in Holders

+15 / -4

Price History

$34.34$39.64$44.94$50.24$55.54Aug 24May 25Mar 26

PIZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+537K+$27.1M
ENVESTNET ASSET MANAGEMENT INCNew Position+209K+$10.0M
CITADEL ADVISORS LLCNew Position+130K+$6.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+62K+$3.0M
Wagner Wealth Management, CorpNew Position+55K+$2.7M
CPC Advisors, LLCNew Position+45K+$2.2M
VISTA INVESTMENT PARTNERS II, LLCNew Position+41K+$2.0M
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew Position+42K+$2.0M
JONES FINANCIAL COMPANIES LLLPNew Position+46K+$2.0M
Genesee Capital Advisors, LLCNew Position+37K+$1.8M
Greenline Wealth Management LLCNew Position+33K+$1.6M
PFG AdvisorsNew Position+32K+$1.5M
RiverTree Advisors, LLCNew Position+27K+$1.3M
Trueblood Wealth Management, LLCNew Position+21K+$1.0M
Janney Montgomery Scott LLCNew Position+23K+$1.0M

PIZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Axiom Financial Strategies, LLCDecreased-3K-$11.2B
NewSquare Capital LLCDecreased-36K-$4.8B
NBC SECURITIES, INC.Decreased-115-$2.0B
Prospera Financial Services IncDecreased-1K-$2.0B
Financial Management Professionals, Inc.Closed Position-33K-$1.6B
BANK OF AMERICA CORP /DE/Decreased-214-$1.2B
Cyndeo Wealth Partners, LLCDecreased-538-$1.1B
JANE STREET GROUP, LLCDecreased-13K-$917.0M
Monument Capital ManagementDecreased-7K-$751.1M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-7K-$733.7M
CIBC WORLD MARKET INC.Decreased-300-$369.1M
BLAIR WILLIAM & CO/ILDecreased-250-$40.5M
Glenmede Investment Management, LPClosed Position-476-$22.7M
PRINCIPAL SECURITIES, INC.Closed Position-190-$9.1M
IFP Advisors, IncClosed Position-100-$4.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN1,897,035$92.0M0.02%Share
2MORGAN STANLEY962,624$47.0M0.00%Share
3LPL Financial LLC620,114$30.0M0.01%Share
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC537,373$27.1M0.04%Share
5ROYAL BANK OF CANADA564,491$27.0M0.00%Share
6Systelligence, LLC369,149$18.1M3.44%Share
7CREATIVE FINANCIAL DESIGNS INC /ADV341,130$16.7M1.05%Share
8UBS Group AG294,971$14.4M0.00%Share
9Axiom Financial Strategies, LLC232,664$11.4M4.80%Share
10RAYMOND JAMES FINANCIAL INC238,704$11.0M0.00%Share
11ENVESTNET ASSET MANAGEMENT INC208,940$10.0M0.00%Share
12CITADEL ADVISORS LLC129,634$6.0M0.00%Share
13WELLS FARGO & COMPANY/MN105,857$5.0M0.00%Share
14Del-Sette Capital Management, LLC80,991$4.0M2.45%Share
15NewSquare Capital LLC64,307$3.1M0.28%Share
16STIFEL FINANCIAL CORP63,534$3.0M0.00%Share
17Cetera Investment Advisers74,414$3.0M0.00%Share
18COMMONWEALTH EQUITY SERVICES, LLC62,474$3.0M0.00%Share
19Wagner Wealth Management, Corp55,450$2.7M2.68%Share
20CPC Advisors, LLC45,245$2.2M0.22%Share
21NBC SECURITIES, INC.42,226$2.1M0.16%Share
22VISTA INVESTMENT PARTNERS II, LLC40,898$2.0M0.86%Share
23Cambridge Investment Research Advisors, Inc.43,651$2.0M0.01%Share
24MML INVESTORS SERVICES, LLC53,833$2.0M0.00%Share
25OSAIC HOLDINGS, INC.43,778$2.0M0.00%Share
26Equitable Holdings, Inc.54,203$2.0M0.01%Share
27SUSQUEHANNA INTERNATIONAL GROUP, LLP41,740$2.0M0.00%Share
28JONES FINANCIAL COMPANIES LLLP45,540$2.0M0.00%Share
29Genesee Capital Advisors, LLC36,824$1.8M0.73%Share
30Blueprint Financial Advisors LLC33,787$1.7M0.25%Share
31Blueprint Investment Partners LLC33,787$1.7M0.18%Share
32Greenline Wealth Management LLC33,143$1.6M1.68%Share
33PFG Advisors31,625$1.5M0.08%Share
34RiverTree Advisors, LLC27,398$1.3M0.86%Share
35Cyndeo Wealth Partners, LLC22,543$1.1M0.06%Share
36Trueblood Wealth Management, LLC20,587$1.0M0.39%Share
37NewEdge Advisors, LLC29,159$1.0M0.00%Share
38RAYMOND JAMES FINANCIAL INC26,306$1.0M0.00%Share
39JPMORGAN CHASE & CO24,470$1.0M0.00%Share
40Prospera Financial Services Inc40,621$1.0M0.02%Share
41&PARTNERS40,116$1.0M0.01%Share
42Janney Montgomery Scott LLC23,298$1.0M0.00%Share
43CreativeOne Wealth, LLC22,804$1.0M0.02%Share
44BANK OF AMERICA CORP /DE/21,505$1.0M0.00%Share
45GTS SECURITIES LLC36,309$1.0M0.03%Share
46Sanctuary Advisors, LLC16,716$818K0.00%Share
47MorganRosel Wealth Management, LLC14,658$717K0.18%Share
48Navis Wealth Advisors, LLC11,652$570K0.24%Share
49STEINBERGANNA WEALTH MANAGEMENT10,742$526K0.25%Share
50Private Advisory Group LLC8,875$434K0.03%Share

PIZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202595$382.0M+44
Q3 202551$284.3B-16
Q2 202567$227.3B+8
Q1 202559$134.5B+10
Q4 202449$1.8T+10
Q3 202439$42.9T-1
Q2 202440$43.6T+1
Q1 202439$40.6T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold PIZ (Invesco Dorsey Wright Developed Markets Momentum ETF). The largest holder is WELLS FARGO & COMPANY/MN with $92.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own PIZ?

As of Q4 2025, 50 institutional investors report holding PIZ (Invesco Dorsey Wright Developed Markets Momentum ETF) in their 13F filings.

Who is the largest institutional holder of PIZ?

The largest institutional holder of PIZ is WELLS FARGO & COMPANY/MN with $92.0M in shares.

Is institutional ownership of PIZ increasing or decreasing?

This quarter, 15 institutions opened new positions in PIZ and 4 closed their positions.