Invesco Dorsey Wright DeveloPIZETF
13F holders, Q2 2024 (June 30)60holders +4
6new positions
2sold out
$35.71avg. 13F price*
At the end of Q2 2024, 60 institutions reported holding Invesco Dorsey Wright Develo (PIZ) in their 13F filings, up 4 from Q1 2024. 6 opened new positions and 2 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($15.7M), UBS Group AG ($10.5M) and Wells Fargo & Company ($7.2M).
- Company
- Invesco Dorsey Wright Develo
- CUSIP
- 46138E875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $144K |
| Exits | 2 | $2.7M |
All 13F filers, Q1 2024 → Q2 2024: 216,812 shares bought and 218,793 shares sold, net −1,981 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.2% | 439,304 | $15.7M |
| UBS Group AG | 0.00% | Reduce -19.9% | 295,426 | $10.5M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 202,107 | $7.2M |
| Royal Bank of Canada | 0.00% | Reduce -4.1% | 192,416 | $6.9M |
| Del-Sette Capital Management, LLC | 4.58% | Add +1035.5% | 156,415 | $5.6M |
| Raymond James & Associates | 0.00% | Reduce -1.7% | 134,034 | $4.8M |
| NewSquare Capital LLC | 0.30% | Reduce -11.0% | 97,414 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | Add +20.6% | 79,550 | $2.8M |
| Morgan Stanley | 0.00% | Reduce -1.0% | 71,787 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +231.9% | 66,988 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 57,329 | $2.0M |
| Prospera Financial Services Inc | 0.05% | Reduce -10.6% | 52,128 | $1.9M |
| Cyndeo Wealth Partners, LLC | 0.09% | Reduce -11.6% | 30,643 | $1.1M |
| Bank of America Corp. | 0.00% | Reduce -1.7% | 30,040 | $1.1M |
| Refined Wealth Management | 0.82% | Reduce -1.4% | 29,898 | $1.1M |
| Trueblood Wealth Management, LLC | 0.51% | Reduce -0.2% | 25,060 | $895K |
| LPL Financial LLC | 0.00% | Reduce -10.8% | 24,216 | $865K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -10.0% | 21,543 | $769K |
| Citigroup Inc. | 0.00% | Add +5.5% | 17,993 | $643K |
| Lunt Capital Management, Inc. | 0.31% | Reduce -0.1% | 17,824 | $636K |
| MorganRosel Wealth Management, LLC | 0.22% | Reduce -15.4% | 17,700 | $632K |
| Monument Capital Management | 0.19% | Reduce -8.9% | 17,666 | $631K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.5% | 17,589 | $628K |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -9.2% | 17,003 | $607K |
| Stifel Financial Corp. | 0.00% | Reduce -4.5% | 15,884 | $567K |
| Flow Traders U.S. LLC | 0.02% | Reduce -6.9% | 13,907 | $497K |
| Janney Montgomery Scott LLC | 0.00% | Add +10.3% | 12,509 | $447K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -10.5% | 12,342 | $441K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.1% | 11,509 | $411K |
| Osaic Holdings, Inc. | 0.00% | Add +50.0% | 10,282 | $367K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.3% | 9,629 | $344K |
| PFG Investments, LLC | 0.02% | Reduce -0.1% | 8,908 | $318K |
| Cibc World Market Inc. | 0.00% | No change | 7,991 | $285K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 5,325 | $190K |
| Comerica Bank | 0.00% | Reduce -29.3% | 5,091 | $182K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +8.7% | 4,573 | $163K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -14.0% | 4,176 | $149K |
| Eagle Bay Advisors LLC | 0.09% | No change | 4,010 | $143K |
| Kelly Financial Services LLC | 0.04% | New | 2,902 | $104K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -2.6% | 2,469 | $88K |
| Blair William & Co. | 0.00% | No change | 1,900 | $68K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 1,564 | $56K |
| Lanark Financial, Inc. | 0.00% | No change | 878 | $31K |
| FMR LLC | 0.00% | No change | 725 | $26K |
| Glenmede Trust Co. NA | 0.00% | Reduce -13.6% | 476 | $17K |
| Key Financial Inc | 0.00% | No change | 406 | $14K |
| Crewe Advisors LLC | 0.00% | New | 325 | $12K |
| Jones Financial Companies LLLP | 0.00% | New | 302 | $11K |
| International Assets Investment Management, LLC | 0.00% | New | 294 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 285 | $10K |
| Allworth Financial LP | 0.00% | No change | 225 | $8K |
| Cwm, LLC | 0.00% | No change | 233 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 211 | $8K |
| Realta Investment Advisors | 0.00% | Reduce -95.6% | 125 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 125 | $4K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -83.7% | 99 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +157.1% | 90 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 70 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -74.1% | 37 | $1K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 5 | $179 |
"% of holder's portfolio" is PIZ's weight in each manager's 13F, not the share of Invesco Dorsey Wright Develo the manager owns.