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Invesco Dorsey Wright Developed Markets Momentum ETF

79 hedge funds and large institutions have $333M invested in Invesco Dorsey Wright Developed Markets Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

27% more capital invested

Capital invested by funds: $262M → $333M (+$70.4M)

11% more funds holding

Funds holding: 7179 (+8)

0.2% less ownership

Funds ownership: 73.22%73.02% (-0.2%)

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
29
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$92.6M +$5.5M +118,778 +7%
Morgan Stanley
2
Morgan Stanley
New York
$40.2M +$11.8M +254,991 +43%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$26.3M -$742K -16,006 -3%
LPL Financial
4
LPL Financial
California
$22.9M +$15.5M +334,028 +229%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18.8M +$1.04M +22,418 +6%
SL
6
Systelligence LLC
Minnesota
$17.2M +$5.49M +118,465 +49%
CFD
7
Creative Financial Designs
Indiana
$14.9M +$892K +19,244 +7%
UBS Group
8
UBS Group
Switzerland
$13.1M +$107K +2,315 +0.8%
Raymond James Financial
9
Raymond James Financial
Florida
$12.5M -$1.81M -39,053 -13%
AFS
10
Axiom Financial Strategies
Indiana
$11.2M +$10.9M +235,598 New
NC
11
NewSquare Capital
Pennsylvania
$4.78M +$193K +4,168 +4%
DSCM
12
Del-Sette Capital Management
New York
$3.83M +$336K +7,256 +10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.83M +$70.8K +1,527 +3%
Stifel Financial
14
Stifel Financial
Missouri
$2.65M +$1.28M +27,718 +99%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.53M +$196K +4,221 +9%
EH
16
Equitable Holdings
New York
$2.47M +$832K +17,943 +53%
CPC
17
Consolidated Planning Corp
Georgia
$2.17M +$3.34K +72 +0.2%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.13M +$396K +8,549 +24%
NS
19
NBC Securities
Alabama
$2.02M +$1.95M +42,100 +17,469%
PFS
20
Prospera Financial Services
Texas
$1.99M -$195K -4,215 -9%
VIPI
21
Vista Investment Partners II
Indiana
$1.86M +$1.81M +39,037 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.82M +$853K +18,405 +93%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.77M +$1.27M +27,477 +259%
GCA
24
Genesee Capital Advisors
New York
$1.67M +$1.62M +34,953 New
FMP
25
Financial Management Professionals
Texas
$1.6M -$156K -3,372 -9%

PIZ Hedge Fund Activity: Q3 2025 in Review

79 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) for Q3 2025, worth a combined $333M — up 27% from $262M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PIZ positions and 8 closed out — a net gain of 9 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was LPL Financial, adding an estimated $15.5M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.64M sold.

  • 79 institutional investors held Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) as of Q3 2025, up from 71 in Q2 2025.
  • Funds reported $333M of Invesco Dorsey Wright Developed Markets Momentum ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 17 funds opened new Invesco Dorsey Wright Developed Markets Momentum ETF positions in Q3 2025 and 8 closed out, a net change of +9 holders.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF buyer in Q3 2025 was LPL Financial, an estimated $15.5M added.
  • The largest Invesco Dorsey Wright Developed Markets Momentum ETF seller in Q3 2025 was Susquehanna International Group, an estimated $3.64M sold.

Based on aggregated 13F filings for Q3 2025.