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Invesco Dorsey Wright Developed Markets Momentum ETF

59 hedge funds and large institutions have $138M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $123M → $138M (+$14.9M)

9% more funds holding

Funds holding: 5459 (+5)

1.71% less ownership

Funds ownership: 71.85%70.14% (-1.7%)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
16
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$517K -$31.1K -805 -6%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$503K +$31.4K +814 +7%
Citadel Advisors
28
Citadel Advisors
Florida
$410K +$415K +10,761 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$403K -$1.12M -29,053 -73%
OIA
30
OneDigital Investment Advisors
Kansas
$319K -$66K -1,710 -17%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$304K
RAM
32
Riggs Asset Management
Pennsylvania
$275K +$279K +7,223 New
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$268K -$157K -4,070 -37%
PI
34
PFG Investments
New York
$248K -$55K -1,425 -18%
Comerica Bank
35
Comerica Bank
Texas
$241K
AAS
36
Avantax Advisory Services
Texas
$240K -$70.4K -1,825 -22%
CIAS
37
Capital Investment Advisory Services
North Carolina
$211K
AWM
38
Apollon Wealth Management
South Carolina
$205K +$208K +5,379 New
CWC
39
Carolinas Wealth Consulting
North Carolina
$186K +$1.97K +51 +1%
SPIA
40
Steward Partners Investment Advisory
New York
$155K -$15.9K -413 -9%
FFA
41
Farther Finance Advisors
California
$139K +$139K +3,609 New
AAP
42
Arax Advisory Partners
Colorado
$104K +$106K +2,738 New
William Blair & Company
43
William Blair & Company
Illinois
$67.6K -$4.82K -125 -7%
Jones Financial Companies
44
Jones Financial Companies
Missouri
$64.5K +$64K +1,658 +6,377%
DFA
45
DHJJ Financial Advisors
Illinois
$59.6K
RJA
46
Ross\Johnson & Associates
Minnesota
$36.3K +$36.7K +952 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$34.6K +$1.54K +40 +5%
GWM
48
Geneos Wealth Management
Colorado
$28.8K +$18.1K +470 +165%
GT
49
Glenmede Trust
Pennsylvania
$18.1K
KFI
50
Key Financial Inc
Pennsylvania
$15.5K

PIZ Hedge Fund Activity: Q1 2025 in Review

59 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q1 2025, worth a combined $138M — up 12% from $123M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PIZ positions and 7 closed out — a net gain of 6 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $9.87M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $5.2M.

  • 59 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q1 2025, up from 54 in Q4 2024.
  • Funds reported $138M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 13 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q1 2025 and 7 closed out, a net change of +6 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q1 2025 was Systelligence LLC, an estimated $9.87M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $5.2M sold.

Based on aggregated 13F filings for Q1 2025.