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Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ

104 hedge funds and large institutions have $510M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

52% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 29

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

27% more capital invested

Capital invested by funds: $400M → $510M (+$110M)

9% more funds holding

Funds holding: 95 → 104 (+9)

1% less ownership

Funds ownership: 75.85% → 74.85% (-1%)

Holders
104
Holders Change
+9
Holders Change %
+9.47%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
19
Increased
44
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Affinity Wealth Management
Delaware
+$43.8M
2
Wells Fargo
Wells Fargo
California
+$12.6M
3
UBS Group
UBS Group
Switzerland
+$9.94M
4
AFS
Axiom Financial Strategies
Indiana
+$8.66M
5
NC
NewSquare Capital
Pennsylvania
+$6.37M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$11.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.93M
3
CPC
Consolidated Planning Corp
Georgia
-$2.22M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.04M
5
VIPI
Vista Investment Partners II
Indiana
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$2.8M +$155K +2,993 +6%
Truist Financial
27
Truist Financial
North Carolina
$2.69M +$2.81M +54,280 New
KPWS
28
Kestra Private Wealth Services
Texas
$2.15M +$2.25M +43,486 New
HighTower Advisors
29
HighTower Advisors
Illinois
$2.04M +$2.13M +41,116 New
P
30
&Partners
Tennessee
$2.04M +$51.5K +994 +2%
PAG
31
Private Advisory Group
Washington
$1.93M +$1.56M +30,110 +339%
GWM
32
Greenline Wealth Management
Florida
$1.82M +$186K +3,591 +11%
BFA
33
Blueprint Financial Advisors
North Carolina
$1.82M +$151K +2,917 +9%
BIP
34
Blueprint Investment Partners
North Carolina
$1.82M +$151K +2,917 +9%
GCA
35
Genesee Capital Advisors
New York
$1.7M -$130K -2,507 -7%
PA
36
PFG Advisors
Arizona
$1.66M +$96K +1,852 +6%
NA
37
NewEdge Advisors
Louisiana
$1.64M +$206K +3,969 +14%
SA
38
Sanctuary Advisors
Indiana
$1.24M +$432K +8,339 +50%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.22M -$997K -19,239 -44%
CW
40
CreativeOne Wealth
Kansas
$1.14M +$6.84K +132 +0.6%
CWP
41
Cyndeo Wealth Partners
Florida
$1.04M -$84.5K -1,631 -7%
RA
42
RiverTree Advisors
Florida
$1.03M -$338K -6,527 -24%
Bank of America
43
Bank of America
North Carolina
$1.03M -$185K -3,572 -15%
TWM
44
Trueblood Wealth Management
Ohio
$966K -$56.2K -1,085 -5%
FAM
45
Formidable Asset Management
Ohio
$936K +$567K +10,935 +134%
PI
46
PFG Investments
New York
$913K +$618K +11,926 +183%
IAA
47
Independent Advisor Alliance
North Carolina
$843K +$882K +17,014 New
JP Morgan Chase
48
JP Morgan Chase
New York
$842K -$731K -14,102 -44%
Citigroup
49
Citigroup
New York
$799K -$35.9K -692 -4%
ASN
50
Advisory Services Network
Georgia
$753K +$59K +1,138 +8%
1
2
3 4 5

PIZ Hedge Fund Activity: Q1 2026 in Review

104 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q1 2026, worth a combined $510M — up 27% from $400M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PIZ positions and 8 closed out — a net gain of 11 holders — while 44 added to existing stakes and 29 trimmed.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $43.8M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $11.4M.

  • 104 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q1 2026, up from 95 in Q4 2025.
  • Funds reported $510M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q1 2026, up 27% quarter-over-quarter.
  • 19 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q1 2026 and 8 closed out, a net change of +11 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q1 2026 was Affinity Wealth Management, an estimated $43.8M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2026.