PIZ Institutional Ownership
Invesco Dorsey Wright Developed Markets Momentum ETF
1W: -3.1%
1M: -1.7%
3M: -5.3%
YTD: +5.4%
1Y: +9.0%
3Y: +89.8%
5Y: +38.5%
$52.19
+0.27 (+0.52%)
Weekly Expected Move ±2.5%
$50
$51
$52
$53
$55
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — PIZ
121
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
588M
Total Invested
18
New Positions
53
Increased
38
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (127 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,967,432 | $103M | -278,545 | -12.4% | 33Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,193,152 | $62M | +107,579 | +9.9% | 33Q | SEC ↗ |
| 3 | LPL Financial LLC | 966,882 | $50M | +291,068 | +43.1% | 33Q | SEC ↗ |
| 4 | AFFINITY WEALTH MANAGEMENT LLC | 849,910 | $44M | +5,226 | +0.6% | 2Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 648,239 | $34M | +35,523 | +5.8% | 33Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 484,715 | $25M | +97,621 | +25.2% | 7Q | SEC ↗ |
| 7 | Axiom Financial Strategies, LLC | 407,770 | $21M | +7,935 | +2.0% | 4Q | SEC ↗ |
| 8 | UBS Group AG | 345,711 | $18M | -141,154 | -29.0% | 33Q | SEC ↗ |
| 9 | Systelligence, LLC | 335,628 | $18M | +483 | +0.1% | 6Q | SEC ↗ |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 313,971 | $16M | -3,224 | -1.0% | 12Q | SEC ↗ |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 284,922 | $15M | +1,787 | +0.6% | 31Q | SEC ↗ |
| 12 | NewSquare Capital LLC | 183,637 | $10M | -3,648 | -1.9% | 33Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 168,347 | $9M | +6,707 | +4.1% | 33Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 165,178 | $9M | +19,037 | +13.0% | 5Q | SEC ↗ |
| 15 | CREATIVE FINANCIAL DESIGNS INC /ADV | 149,786 | $8M | -192,906 | -56.3% | 5Q | SEC ↗ |
| 16 | JONES FINANCIAL COMPANIES LLLP | 136,806 | $7M | +59,326 | +76.6% | 9Q | SEC ↗ |
| 17 | MML INVESTORS SERVICES, LLC | 86,557 | $5M | +28,704 | +49.6% | 5Q | SEC ↗ |
| 18 | REDSTONE WEALTH MANAGEMENT, LLC | 84,712 | $4M | +20,136 | +31.2% | 2Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 81,777 | $4M | +57,238 | +233.3% | 26Q | SEC ↗ |
| 20 | Prospera Financial Services Inc | 80,972 | $4M | -10,547 | -11.5% | 29Q | SEC ↗ |
| 21 | JANE STREET GROUP, LLC | 71,781 | $4M | -13,032 | -15.4% | 4Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 69,871 | $4M | +4,010 | +6.1% | 33Q | SEC ↗ |
| 23 | Equitable Holdings, Inc. | 68,647 | $4M | +11,451 | +20.0% | 5Q | SEC ↗ |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 67,081 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Wagner Wealth Management, Corp | 62,710 | $3M | +1,268 | +2.1% | 3Q | SEC ↗ |
| 26 | TRUIST FINANCIAL CORP | 61,747 | $3M | +7,467 | +13.8% | 2Q | SEC ↗ |
| 27 | Baird Financial Group, Inc. NEW | 61,337 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 28 | STIFEL FINANCIAL CORP | 54,692 | $3M | -6,616 | -10.8% | 33Q | SEC ↗ |
| 29 | Genesee Capital Advisors, LLC | 53,585 | $3M | +19,268 | +56.1% | 4Q | SEC ↗ |
| 30 | &PARTNERS | 49,478 | $3M | +8,368 | +20.4% | 4Q | SEC ↗ |
| 31 | HighTower Advisors, LLC | 46,737 | $2M | +5,621 | +13.7% | 2Q | SEC ↗ |
| 32 | Bellars Harris Wealth Management, LLC NEW | 46,389 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Greenline Wealth Management LLC | 44,020 | $2M | +7,286 | +19.8% | 3Q | SEC ↗ |
| 34 | KESTRA PRIVATE WEALTH SERVICES, LLC | 42,595 | $2M | -891 | -2.0% | 2Q | SEC ↗ |
| 35 | FLOW TRADERS U.S. LLC NEW | 39,806 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 36 | PFG Advisors | 36,657 | $2M | +3,180 | +9.5% | 3Q | SEC ↗ |
| 37 | Blueprint Financial Advisors LLC | 36,573 | $2M | -131 | -0.4% | 4Q | SEC ↗ |
| 38 | Blueprint Investment Partners LLC | 36,573 | $2M | -131 | -0.4% | 4Q | SEC ↗ |
| 39 | NewEdge Advisors, LLC | 36,302 | $2M | +3,174 | +9.6% | 17Q | SEC ↗ |
| 40 | Sanctuary Advisors, LLC | 33,455 | $2M | +8,400 | +33.5% | 4Q | SEC ↗ |
| 41 | VISTA INVESTMENT PARTNERS II, LLC | 32,122 | $2M | +25,643 | +395.8% | 4Q | SEC ↗ |
| 42 | Janney Montgomery Scott LLC NEW | 29,819 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Private Advisory Group LLC | 25,915 | $1M | -13,070 | -33.5% | 5Q | SEC ↗ |
| 44 | Del-Sette Capital Management, LLC | 24,320 | $1M | -51,090 | -67.7% | 12Q | SEC ↗ |
| 45 | CreativeOne Wealth, LLC | 23,150 | $1M | +214 | +0.9% | 3Q | SEC ↗ |
| 46 | BANK OF AMERICA CORP /DE | 20,683 | $1M | -83 | -0.4% | 15Q | SEC ↗ |
| 47 | Cyndeo Wealth Partners, LLC | 20,629 | $1M | -283 | -1.4% | 12Q | SEC ↗ |
| 48 | GTS SECURITIES LLC | 20,475 | $1M | +12,983 | +173.3% | 3Q | SEC ↗ |
| 49 | Trueblood Wealth Management, LLC | 19,979 | $1M | +477 | +2.4% | 11Q | SEC ↗ |
| 50 | PFG Investments, LLC | 19,849 | $1M | +1,406 | +7.6% | 14Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 67,081 | $4M |
| Baird Financial Group, Inc. | 61,337 | $3M |
| Bellars Harris Wealth Management, L | 46,389 | $2M |
| FLOW TRADERS U.S. LLC | 39,806 | $2M |
| Janney Montgomery Scott LLC | 29,819 | $2M |
| NATIXIS ADVISORS, LLC | 12,061 | $629K |
| Global Retirement Partners, LLC | 8,646 | $451K |
| IFP Advisors, Inc | 6,775 | $354K |
| Private Advisor Group, LLC | 6,217 | $324K |
| EWA, LLC | 5,536 | $289K |
| Sequoia Financial Advisors, LLC | 5,523 | $288K |
| Vise Technologies, Inc. | 5,225 | $273K |
| AQR CAPITAL MANAGEMENT LLC | 4,239 | $221K |
| Institute for Wealth Management, LL | 3,772 | $197K |
| Integrated Wealth Concepts LLC | 2,670 | $139K |
| FLAGSHIP WEALTH ADVISORS, LLC | 2,500 | $130K |
| PURSUIT WEALTH STRATEGIES, LLC | 990 | $52K |
| Cape Investment Advisory, Inc. | 950 | $50K |
Sold Out (9)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CPC Advisors, LLC | 45,245 | $2M |
| Independent Advisor Alliance | 17,014 | $888K |
| CITADEL ADVISORS LLC | 15,114 | $789K |
| Navis Wealth Advisors, LLC | 11,652 | $608K |
| Monument Capital Management | 8,855 | $462K |
| AMERIPRISE FINANCIAL INC | 7,676 | $401K |
| Bolthouse Investments, LLC | 4,190 | $219K |
| Garton & Associates Financial Advis | 836 | $44K |
| FLAGSHIP HARBOR ADVISORS, LLC | 15 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +291,068 | +43.1% | 966,882 |
| MORGAN STANLEY | +107,579 | +9.9% | 1,193,152 |
| RAYMOND JAMES FINANCIAL INC | +97,621 | +25.2% | 484,715 |
| JONES FINANCIAL COMPANIES LLLP | +59,326 | +76.6% | 136,806 |
| OSAIC HOLDINGS, INC. | +57,238 | +233.3% | 81,777 |
| ROYAL BANK OF CANADA | +35,523 | +5.8% | 648,239 |
| MML INVESTORS SERVICES, LLC | +28,704 | +49.6% | 86,557 |
| VISTA INVESTMENT PARTNERS II, LLC | +25,643 | +395.8% | 32,122 |
| REDSTONE WEALTH MANAGEMENT, LLC | +20,136 | +31.2% | 84,712 |
| Genesee Capital Advisors, LLC | +19,268 | +56.1% | 53,585 |
| Cetera Investment Advisers | +19,037 | +13.0% | 165,178 |
| GTS SECURITIES LLC | +12,983 | +173.3% | 20,475 |
| Equitable Holdings, Inc. | +11,451 | +20.0% | 68,647 |
| Sanctuary Advisors, LLC | +8,400 | +33.5% | 33,455 |
| &PARTNERS | +8,368 | +20.4% | 49,478 |
| Axiom Financial Strategies, LLC | +7,935 | +2.0% | 407,770 |
| Atria Investments, Inc | +7,770 | +127.5% | 13,862 |
| TRUIST FINANCIAL CORP | +7,467 | +13.8% | 61,747 |
| Greenline Wealth Management LLC | +7,286 | +19.8% | 44,020 |
| Cambridge Investment Research Advis | +6,707 | +4.1% | 168,347 |