Invesco Dorsey Wright FinancPFIETF
13F holders, Q4 2025 (December 31)37holders +3
5new positions
2sold out
1famous investor
$57.74avg. 13F price*
At the end of Q4 2025, 37 institutions reported holding Invesco Dorsey Wright Financ (PFI) in their 13F filings, up 3 from Q3 2025. 5 opened new positions and 2 sold out. The largest holders were Transamerica Financial Advisors, LLC ($14.2M), Janney Montgomery Scott LLC ($5.2M) and Bank of America Corp. ($3.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Dorsey Wright Financ
- CUSIP
- 46137V860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 2 | $614K |
All 13F filers, Q3 2025 → Q4 2025: 34,677 shares bought and 103,229 shares sold, net −68,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| Transamerica Financial Advisors, LLC | 1.19% | Reduce -8.7% | 246,469 | $14.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -7.8% | 90,903 | $5.2M |
| Bank of America Corp. | 0.00% | Add +0.6% | 53,123 | $3.1M |
| IMC-Chicago, LLC | 0.03% | Add +26.6% | 32,256 | $1.9M |
| Morgan Stanley | 0.00% | Reduce -10.2% | 32,051 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -14.2% | 24,193 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.8% | 18,152 | $1.0M |
| AlphaCore Capital LLC | 0.02% | New | 17,847 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.3% | 16,911 | $976K |
| UBS Group AG | 0.00% | Reduce -4.2% | 11,502 | $664K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.9% | 10,226 | $590K |
| Genesee Capital Advisors, LLC | 0.21% | Add +84.9% | 9,247 | $534K |
| Advisory Services Network, LLC | 0.01% | Add +11.1% | 7,683 | $444K |
| Trueblood Wealth Management, LLC | 0.17% | Add +6.1% | 7,405 | $427K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -42.7% | 6,839 | $395K |
| Raymond James Financial Inc. | 0.00% | Add +6.2% | 6,122 | $353K |
| Sensible Money, LLC | 0.11% | No change | 5,973 | $345K |
| Asset Dedication, LLC | 0.02% | No change | 5,973 | $345K |
| Royal Bank of Canada | 0.00% | Add +9.4% | 5,854 | $338K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -87.2% | 5,721 | $334K |
| Citadel Advisors | 0.00% | Reduce -25.4% | 5,558 | $321K |
| Cetera Investment Advisers | 0.00% | Add +4.6% | 5,116 | $295K |
| Laurel Wealth Advisors LLC | 0.03% | Reduce -53.7% | 4,367 | $252K |
| Jones Financial Companies LLLP | 0.00% | Add +8.0% | 2,448 | $141K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,000 | $115K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,800 | $104K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,642 | $95K |
| Bellevue Asset Management, LLC | 0.03% | No change | 1,472 | $85K |
| Darwin Wealth Management, LLC | 0.01% | New | 598 | $35K |
| Sound Income Strategies, LLC | 0.00% | New | 338 | $20K |
| IFP Advisors, Inc | 0.00% | No change | 300 | $17K |
| Providence Capital Advisors, LLC | 0.00% | No change | 293 | $17K |
| Sankala Group LLC | 0.01% | — | 138 | $8K |
| FMR LLC | 0.00% | No change | 59 | $3K |
| Bank of Montreal | 0.00% | New | 62 | $3K |
| Wells Fargo & Company | 0.00% | Add +3500.0% | 36 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 3 | $173 |
"% of holder's portfolio" is PFI's weight in each manager's 13F, not the share of Invesco Dorsey Wright Financ the manager owns.