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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
Wells Fargo
1
Wells Fargo
California
$41.2M +$1.57M +40,801 +4%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$22M -$5.2M -134,868 -19%
Morgan Stanley
3
Morgan Stanley
New York
$11.7M +$757K +19,607 +7%
UBS Group
4
UBS Group
Switzerland
$10.5M -$226K -5,869 -2%
SL
5
Systelligence LLC
Minnesota
$9.74M +$9.87M +255,776 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.27M +$1.79M +46,322 +27%
Raymond James Financial
7
Raymond James Financial
Florida
$4.71M -$1.04M -26,851 -18%
NC
8
NewSquare Capital
Pennsylvania
$3.76M -$479K -12,415 -11%
LPL Financial
9
LPL Financial
California
$3.17M -$687K -17,797 -18%
DSCM
10
Del-Sette Capital Management
New York
$3.07M +$2.71M +70,311 +686%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.19M +$656 +17 +0%
PFS
12
Prospera Financial Services
Texas
$1.7M +$4.86K +126 +0.3%
Jane Street
13
Jane Street
New York
$1.53M +$872K +22,603 +130%
FTUS
14
Flow Traders U.S.
New York
$1.19M +$1.2M +31,154 New
Bank of America
15
Bank of America
North Carolina
$950K -$117K -3,038 -11%
CWP
16
Cyndeo Wealth Partners
Florida
$923K -$540 -14 -0.1%
TWM
17
Trueblood Wealth Management
Ohio
$748K -$210K -5,448 -22%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$712K +$14.2K +368 +2%
Citigroup
19
Citigroup
New York
$698K -$3.24K -84 -0.5%
MCM
20
Monument Capital Management
Virginia
$665K -$10.2K -264 -1%
GS
21
GTS Securities
New York
$652K +$661K +17,122 New
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$650K +$1K +26 +0.2%
Osaic Holdings
23
Osaic Holdings
Arizona
$618K +$6.48K +168 +1%
MWM
24
MorganRosel Wealth Management
Colorado
$572K -$66K -1,709 -10%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$562K +$570K +14,763 New

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.