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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
Citadel Advisors
51
Citadel Advisors
Florida
$748K -$5.93M -114,520 -88%
SWM
52
Steinberganna Wealth Management
New York
$699K +$175K +3,373 +31%
PFA
53
Petra Financial Advisors
Colorado
$681K +$713K +13,757 New
QCM
54
Quantinno Capital Management
New York
$658K +$99.8K +1,925 +17%
GWM
55
Geneos Wealth Management
Colorado
$639K +$466K +9,001 +231%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$514K +$538K +10,382 New
SPIA
57
Steward Partners Investment Advisory
New York
$510K +$350K +6,757 +191%
FFA
58
Farther Finance Advisors
California
$447K +$284K +5,488 +168%
MCM
59
Monument Capital Management
Virginia
$439K – – –
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$408K -$13.4K -258 -3%
OIA
61
OneDigital Investment Advisors
Kansas
$408K – – –
HWM
62
Heirloom Wealth Management
Colorado
$406K +$425K +8,197 New
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$396K -$25.3K -488 -6%
KIM
64
Kane Investment Management
California
$383K +$1.61K +31 +0.4%
Ameriprise
65
Ameriprise
Minnesota
$380K -$237K -4,583 -37%
NWMG
66
Nicholson Wealth Management Group
South Carolina
$379K +$397K +7,652 New
GS
67
GTS Securities
New York
$371K -$1.49M -28,817 -79%
CIBC World Market
68
CIBC World Market
Ontario, Canada
$360K -$8.81K -170 -2%
SAS
69
Stelac Advisory Services
New York
$359K +$376K +7,250 New
RAM
70
Riggs Asset Management
Pennsylvania
$349K -$62.6K -1,208 -15%
B
71
Bensler
Washington
$337K +$67K +1,293 +24%
GIA
72
Gladstone Institutional Advisory
Florida
$326K +$15.5K +300 +5%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$325K -$5.18K -100 -1%
MCM
74
Mainstay Capital Management
Michigan
$325K +$84.5K +1,631 +33%
VIPI
75
Vista Investment Partners II
Indiana
$321K -$1.78M -34,419 -84%
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.