We are live on ! Find out more
PIZ icon

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
MWM
76
MorganRosel Wealth Management
Colorado
$316K -$429K -8,277 -56%
AI
77
Atria Investments
North Carolina
$302K +$316K +6,092 New
TFS
78
Thoroughbred Financial Services
Tennessee
$290K – – –
DWM
79
Drive Wealth Management
Utah
$286K +$10.4K +200 +4%
DWG
80
Darden Wealth Group
Michigan
$273K +$285K +5,509 New
CIAS
81
Capital Investment Advisory Services
North Carolina
$264K -$4.82K -93 -2%
KAS
82
Kestra Advisory Services
Texas
$259K +$169K +3,253 +164%
AWM
83
Apollon Wealth Management
South Carolina
$258K -$8.55K -165 -3%
BEI
84
Benjamin Edwards Inc
Missouri
$256K +$933 +18 +0.3%
WH
85
Willner & Heller
California
$254K +$265K +5,120 New
PCS
86
Private Client Services
Kentucky
$245K – – –
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$83.1K -$300K -5,798 -78%
SWM
88
Spire Wealth Management
Virginia
$81.1K – – –
DFA
89
DHJJ Financial Advisors
Illinois
$77.5K – – –
WETS
90
Wealth Enhancement Trust Services
South Dakota
$64.7K -$35.3K -681 -34%
AAP
91
Arax Advisory Partners
Colorado
$56.8K -$81.1K -1,565 -58%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$36.7K -$3.78K -73 -9%
William Blair & Company
93
William Blair & Company
Illinois
$29.7K – – –
GT
94
Glenmede Trust
Pennsylvania
$23.6K – – –
KFI
95
Key Financial Inc
Pennsylvania
$20.1K – – –
AWM
96
AE Wealth Management
Kansas
$18.2K – – –
IAIM
97
International Assets Investment Management
Florida
$15K – – –
CT
98
Caldwell Trust
Florida
$12.4K +$13K +250 New
APW
99
Aventura Private Wealth
Florida
$8.32K +$8.71K +168 New
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$4.36K -$155 -3 -3%
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.