
Invesco Dorsey Wright Developed Markets Momentum is an exchange-traded fund on NASDAQ. As of Q3 2025, 79 institutional investors hold shares in this ETF, with total holdings valued at $332.0M. WELLS FARGO & COMPANY/MN is the largest holder with a position valued at $92.6M.
Overview of institutional ownership in PIZ as of Q3 2025
Institutions with the largest positions in PIZ as of Q3 2025
| Institution | Position Value |
|---|---|
WELLS FARGO & COMPANY/MN Institution | $92.6M 0.02% of portfolio |
MORGAN STANLEY RIA/Wealth | $40.2M 0.00% of portfolio |
$26.3M 0.04% of portfolio | |
L LPL Financial LLC Institution | $22.9M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $18.8M 0.00% of portfolio |
S Systelligence, LLC Institution | $17.2M 3.25% of portfolio |
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | $14.9M 1.02% of portfolio |
UBS Group AG Institution | $13.1M 0.00% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $12.5M 0.00% of portfolio |
Axiom Financial Strategies, LLC RIA/Wealth | $11.2M 4.84% of portfolio |
Institutional buying and selling activity for PIZ in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$15.9M +334.0K shares |
MORGAN STANLEY RIA/Wealth | +$12.2M +255.0K shares |
Axiom Financial Strategies, LLC RIA/Wealth | +$11.2M +235.6K shares |
WELLS FARGO & COMPANY/MN Institution | +$5.7M +118.8K shares |
S Systelligence, LLC Institution | +$5.6M +118.5K shares |
NBC SECURITIES, INC. RIA/Wealth | +$2.0M +42.1K shares |
VISTA INVESTMENT PARTNERS II, LLC RIA/Wealth | +$1.9M +39.0K shares |
Genesee Capital Advisors, LLC RIA/Wealth | +$1.7M +35.0K shares |
Blueprint Financial Advisors LLC RIA/Wealth | +$1.5M +31.2K shares |
Blueprint Investment Partners LLC Long Only Manager | +$1.5M +31.2K shares |
| Institution | Net Sold |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$3.6M −79.1K shares |
NWF Advisory Services Inc. RIA/Wealth | −$2.8M −60.5K shares |
G GTS SECURITIES LLC Institution | −$2.8M −60.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$1.9M −39.1K shares |
−$767.6K −16.0K shares | |
P Private Advisory Group LLC RIA/Wealth | −$613.6K −12.9K shares |
F FLOW TRADERS U.S. LLC Institution | −$292.9K −6.4K shares |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV RIA/Wealth | −$217.2K −4.6K shares |
Prospera Financial Services RIA/Wealth | −$200.9K −4.2K shares |
JPMORGAN CHASE & CO Institution | −$186.0K −3.9K shares |
Institutions that initiated new positions or completely exited PIZ in Q3 2025
| Institution | Position Value |
|---|---|
Axiom Financial Strategies, LLC RIA/Wealth | $11.2M 235.6K shares |
VISTA INVESTMENT PARTNERS II, LLC RIA/Wealth | $1.9M 39.0K shares |
Genesee Capital Advisors, LLC RIA/Wealth | $1.7M 35.0K shares |
Blueprint Investment Partners LLC Long Only Manager | $1.5M 31.2K shares |
Blueprint Financial Advisors LLC RIA/Wealth | $1.5M 31.2K shares |
R RiverTree Advisors, LLC RIA/Wealth | $1.3M 28.0K shares |
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth | $534.5K 11.2K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $507.3K 10.6K shares |
K KANE INVESTMENT MANAGEMENT, INC. RIA/Wealth | $340.0K 7.1K shares |
Ashton Thomas Private Wealth, LLC RIA/Wealth | $301.9K 6.3K shares |
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $3.6M 79.1K shares |
NWF Advisory Services Inc. RIA/Wealth | $2.8M 60.5K shares |
G GTS SECURITIES LLC Institution | $2.8M 60.0K shares |
F FLOW TRADERS U.S. LLC Institution | $292.9K 6.4K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $125.9K 2.7K shares |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $29.9K 651.0 shares |
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $15.4K 332.0 shares |
Park Square Financial Group, LLC RIA/Wealth | $12.9K 280.0 shares |
Institutions with the largest Call and Put options positions in PIZ as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with PIZ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Axiom Financial Strategies, LLC RIA/Wealth | 4.84% $11.2M |
S Systelligence, LLC Institution | 3.25% $17.2M |
Del-Sette Capital Management, LLC RIA/Wealth | 2.38% $3.8M |
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | 1.02% $14.9M |
R RiverTree Advisors, LLC RIA/Wealth | 0.86% $1.3M |
VISTA INVESTMENT PARTNERS II, LLC RIA/Wealth | 0.86% $1.9M |
Genesee Capital Advisors, LLC RIA/Wealth | 0.72% $1.7M |
Trueblood Wealth Management, LLC RIA/Wealth | 0.38% $963.2K |
CFG Asset Management LLC RIA/Wealth | 0.32% $4.8M |
Blueprint Financial Advisors LLC RIA/Wealth | 0.32% $1.5M |
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