13FBOX
INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF · 13F Institutional Holdings
Options Calculator Rankings
I

INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF

PIZ
Institutions
117
Combined AUM (Q2 2026)
$590.9M
Combined Shares (Q2 2026)
10.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.4M
72 · 18 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-899,699
38 · 5 Exit · ≈
⚖️ Net
+534,838
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$590.9M
Institutions
117
New Buys
18
Adds
54
Reduces
33
Exits
5
Unchanged
12
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WELLS FARGO & COMPANY/MN
0.02%0.02%#50$110.0M2.0M$111.2M2.2M-278,545-12.40%Reduce
MORGAN STANLEY
<0.01%<0.01%#77$66.7M1.2M$40.2M844,088+349,064+41.35%Add
LPL Financial LLC
0.01%0.01%#56$54.0M966,882$33.5M675,814+291,068+43.07%Add
AFFINITY WEALTH MANAGEMENT LLC
6.12%6.33%#2$47.5M849,910$41.8M844,684+5,226+0.62%Add
ROYAL BANK OF CANADA
0.01%0.01%#67$36.2M648,239$30.3M612,716+35,523+5.80%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#63$27.1M484,715$19.2M387,094+97,621+25.22%Add
Axiom Financial Strategies, LLC
7.14%6.97%#1$22.8M407,770$19.8M399,835+7,935+1.98%Add
UBS Group AG
<0.01%<0.01%#86$19.3M345,711$24.1M486,865-141,154-28.99%Reduce
Systelligence, LLC
3.13%3.23%#3$18.8M335,628$16.6M335,145+483+0.14%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.03%0.03%#40$17.0M313,971$16.0M317,195-3,224-1.02%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#73$15.9M284,922$14.0M283,135+1,787+0.63%Add
NewSquare Capital LLC
0.76%0.8%#9$10.3M183,637$9.3M187,285-3,648-1.95%Reduce
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#47$9.4M168,347$8.0M161,640+6,707+4.15%Add
Cetera Investment Advisers
0.01%0.01%#60$9.2M165,178$7.2M146,141+19,037+13.03%Add
CREATIVE FINANCIAL DESIGNS INC /ADV
0.4%1.03%#13$8.4M149,786$17.0M342,692-192,906-56.29%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#80$7.5M136,806$3.7M77,480+59,326+76.57%Add
MML INVESTORS SERVICES, LLC
0.01%0.01%#58$4.8M86,557$2.9M57,853+28,704+49.62%Add
REDSTONE WEALTH MANAGEMENT, LLC
3.09%2.55%#4$4.7M84,712$3.2M64,576+20,136+31.18%Add
OSAIC HOLDINGS, INC.
0.01%<0.01%#68$4.6M81,777$1.2M24,539+57,238+233.25%Add
Prospera Financial Services Inc
0.07%0.07%#32$4.5M80,972$4.5M91,519-10,547-11.52%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#103$4.0M71,781$4.2M84,813-13,032-15.37%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#70$3.9M69,871$3.3M65,861+4,010+6.09%Add
Equitable Holdings, Inc.
0.02%0.02%#46$3.8M68,647$2.8M57,196+11,451+20.02%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#104$3.7M67,081$00+67,081New Buy
Wagner Wealth Management, Corp
2.83%2.73%#5$3.5M62,710$3.0M61,442+1,268+2.06%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#72$3.5M61,747$2.7M54,280+7,467+13.76%Add
Baird Financial Group, Inc.
<0.01%#71$3.4M61,337$00+61,337New Buy
STIFEL FINANCIAL CORP
<0.01%<0.01%#84$3.1M54,692$3.0M61,308-6,616-10.79%Reduce
Genesee Capital Advisors, LLC
0.94%0.71%#7$3.0M53,585$1.7M34,317+19,268+56.15%Add
&PARTNERS
0.01%0.01%#57$2.8M49,478$2.0M41,110+8,368+20.36%Add
HighTower Advisors, LLC
<0.01%<0.01%#85$2.6M46,737$2.0M41,116+5,621+13.67%Add
Bellars Harris Wealth Management, LLC
0.53%#11$2.6M46,389$00+46,389New Buy
Greenline Wealth Management LLC
2.02%2.1%#6$2.5M44,020$1.8M36,734+7,286+19.83%Add
KESTRA PRIVATE WEALTH SERVICES, LLC
0.03%0.03%#43$2.4M42,595$2.2M43,486-891-2.05%Reduce
FLOW TRADERS U.S. LLC
0.09%#26$2.2M39,806$00+39,806New Buy
PFG Advisors
0.1%0.08%#25$2.0M36,657$1.7M33,477+3,180+9.50%Add
Blueprint Investment Partners LLC
0.17%0.19%#22$2.0M36,573$1.8M36,704-131-0.36%Reduce
Blueprint Financial Advisors LLC
0.23%0.27%#19$2.0M36,573$1.8M36,704-131-0.36%Reduce
NewEdge Advisors, LLC
0.01%0.01%#66$2.0M36,302$1.6M33,128+3,174+9.58%Add
Sanctuary Advisors, LLC
0.01%0.01%#59$1.9M33,455$1.2M25,055+8,400+33.53%Add
VISTA INVESTMENT PARTNERS II, LLC
0.7%0.14%#10$1.8M32,122$320,8406,479+25,643+395.79%Add
Janney Montgomery Scott LLC
<0.01%#79$1.7M29,819$00+29,819New Buy
Private Advisory Group LLC
0.08%0.13%#27$1.4M25,915$1.9M38,985-13,070-33.53%Reduce
Del-Sette Capital Management, LLC
0.79%2.23%#8$1.4M24,320$3.7M75,410-51,090-67.75%Reduce
CreativeOne Wealth, LLC
0.03%0.03%#41$1.3M23,150$1.1M22,936+214+0.93%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#111$1.2M20,683$1.0M20,766-83-0.40%Reduce
Cyndeo Wealth Partners, LLC
0.05%0.05%#35$1.2M20,629$1.0M20,912-283-1.35%Reduce
GTS SECURITIES LLC
0.02%0.01%#45$1.1M20,475$371,0047,492+12,983+173.29%Add
Trueblood Wealth Management, LLC
0.39%0.38%#14$1.1M19,979$965,72519,502+477+2.45%Add
PFG Investments, LLC
0.04%0.04%#37$1.1M19,849$913,28218,443+1,406+7.62%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow