Invesco Dorsey Wright DeveloPIZETF
13F holders, Q1 2024 (March 31)56holders
1famous investor
$34.46avg. 13F price*
At the end of Q1 2024, 56 institutions reported holding Invesco Dorsey Wright Develo (PIZ) in their 13F filings. The largest holders were Wealth Enhancement Advisory Services, LLC ($15.5M), UBS Group AG ($12.7M) and Royal Bank of Canada ($6.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Dorsey Wright Develo
- CUSIP
- 46138E875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $252K |
| Exits | 0 | $0 |
Ownership 56 holders
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -4.4% | 449,355 | $15.5M |
| UBS Group AG | 0.00% | Add +6.7% | 368,914 | $12.7M |
| Royal Bank of Canada | 0.00% | Add +14.8% | 200,559 | $6.9M |
| Wells Fargo & Company | 0.00% | Add +0.2% | 199,009 | $6.9M |
| Raymond James & Associates | 0.00% | Reduce -2.4% | 136,306 | $4.7M |
| NewSquare Capital LLC | 0.33% | Reduce -75.3% | 109,492 | $3.8M |
| Morgan Stanley | 0.00% | Reduce -2.1% | 72,531 | $2.5M |
| Old Mission Capital LLC | 0.06% | Reduce -62.8% | 71,918 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +66.7% | 65,969 | $2.3M |
| Prospera Financial Services Inc | 0.06% | Reduce -7.2% | 58,303 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 56,945 | $2.0M |
| Cyndeo Wealth Partners, LLC | 0.10% | Reduce -12.0% | 34,656 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 30,557 | $1.1M |
| Refined Wealth Management | 0.74% | Reduce -59.8% | 30,306 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -7.3% | 27,154 | $936K |
| Trueblood Wealth Management, LLC | 0.50% | No change | 25,103 | $865K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -23.2% | 23,936 | $825K |
| MorganRosel Wealth Management, LLC | 0.26% | Reduce -2.5% | 20,917 | $721K |
| Jane Street Group, LLC | 0.00% | Reduce -83.0% | 20,184 | $696K |
| Monument Capital Management | 0.19% | Reduce -23.0% | 19,383 | $668K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -14.9% | 18,720 | $645K |
| Lunt Capital Management, Inc. | 0.31% | Add +2.0% | 17,850 | $615K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.6% | 17,511 | $603K |
| Citigroup Inc. | 0.00% | Reduce -15.0% | 17,058 | $588K |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 16,636 | $573K |
| Flow Traders U.S. LLC | 0.03% | Reduce -66.6% | 14,934 | $515K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.0% | 13,790 | $475K |
| Del-Sette Capital Management, LLC | 0.39% | Add +46.4% | 13,775 | $475K |
| Janney Montgomery Scott LLC | 0.00% | Add +24.6% | 11,342 | $391K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.0% | 11,271 | $388K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -20.0% | 9,757 | $336K |
| PFG Investments, LLC | 0.02% | Reduce -69.0% | 8,921 | $307K |
| Cibc World Market Inc. | 0.00% | No change | 7,991 | $275K |
| Citadel Advisors | 0.00% | Reduce -68.7% | 7,299 | $252K |
| Comerica Bank | 0.00% | Reduce -6.8% | 7,199 | $248K |
| Osaic Holdings, Inc. | 0.00% | Reduce -11.6% | 6,856 | $236K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 5,325 | $184K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +556.4% | 4,857 | $167K |
| Carolinas Wealth Consulting LLC | 0.03% | New | 4,206 | $145K |
| Eagle Bay Advisors LLC | 0.09% | No change | 4,010 | $138K |
| Realta Investment Advisors | 0.02% | New | 2,850 | $98K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -31.2% | 2,535 | $87K |
| Blair William & Co. | 0.00% | No change | 1,900 | $65K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 1,564 | $54K |
| Lanark Financial, Inc. | 0.00% | No change | 878 | $31K |
| FMR LLC | 0.00% | Add +20.6% | 725 | $25K |
| Qube Research & Technologies Ltd | 0.00% | No change | 606 | $21K |
| Glenmede Trust Co. NA | 0.00% | No change | 551 | $19K |
| Key Financial Inc | 0.00% | No change | 406 | $14K |
| Geneos Wealth Management Inc. | 0.00% | No change | 285 | $10K |
| Cwm, LLC | 0.00% | No change | 233 | $8K |
| Allworth Financial LP | 0.00% | New | 225 | $8K |
| JPMorgan Chase & Co. | 0.00% | No change | 143 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 125 | $4K |
| NewEdge Advisors, LLC | 0.00% | Reduce -39.7% | 70 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 35 | $1K |
"% of holder's portfolio" is PIZ's weight in each manager's 13F, not the share of Invesco Dorsey Wright Develo the manager owns.