Invesco Dorsey Wright DeveloPIZETF
13F holders, Q3 2024 (September 30)55holders −5
3new positions
8sold out
1famous investor
$37.89avg. 13F price*
At the end of Q3 2024, 55 institutions reported holding Invesco Dorsey Wright Develo (PIZ) in their 13F filings, down 5 from Q2 2024. 3 opened new positions and 8 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($24.1M), UBS Group AG ($10.4M) and Wells Fargo & Company ($7.6M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $503K |
| Exits | 8 | $779K |
All 13F filers, Q2 2024 → Q3 2024: 249,962 shares bought and 144,684 shares sold, net +105,278 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +44.7% | 635,848 | $24.1M |
| UBS Group AG | 0.00% | Reduce -7.0% | 274,685 | $10.4M |
| Wells Fargo & Company | 0.00% | Reduce -0.4% | 201,236 | $7.6M |
| Royal Bank of Canada | 0.00% | Reduce -9.4% | 174,228 | $6.6M |
| Del-Sette Capital Management, LLC | 4.43% | Reduce -4.3% | 149,723 | $5.7M |
| Raymond James & Associates | 0.00% | Reduce -15.9% | 112,693 | $4.3M |
| NewSquare Capital LLC | 0.33% | Add +11.6% | 108,736 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Add +11.1% | 88,393 | $3.3M |
| Morgan Stanley | 0.00% | Add +16.5% | 83,656 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 57,360 | $2.2M |
| Prospera Financial Services Inc | 0.04% | Reduce -11.4% | 46,180 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -53.8% | 30,973 | $1.2M |
| Refined Wealth Management | 0.87% | Add +0.1% | 29,939 | $1.1M |
| Bank of America Corp. | 0.00% | Reduce -3.2% | 29,078 | $1.1M |
| LPL Financial LLC | 0.00% | Add +19.4% | 28,912 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -13.2% | 26,597 | $1.0M |
| Trueblood Wealth Management, LLC | 0.48% | Add +0.1% | 25,090 | $951K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.7% | 20,521 | $778K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.5% | 18,736 | $710K |
| Citigroup Inc. | 0.00% | Add +0.0% | 17,997 | $682K |
| Monument Capital Management | 0.19% | No change | 17,666 | $669K |
| MorganRosel Wealth Management, LLC | 0.22% | Reduce -1.0% | 17,517 | $664K |
| O'shaughnessy Asset Management, LLC | 0.01% | No change | 17,003 | $645K |
| Stifel Financial Corp. | 0.00% | Reduce -7.6% | 14,678 | $556K |
| Flow Traders U.S. LLC | 0.03% | Reduce -3.5% | 13,423 | $509K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.7% | 13,343 | $506K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.9% | 12,415 | $470K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.7% | 12,130 | $460K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 9,645 | $364K |
| PFG Investments, LLC | 0.02% | Reduce -4.0% | 8,548 | $324K |
| Cibc World Market Inc. | 0.00% | No change | 7,991 | $303K |
| Citadel Advisors | 0.00% | New | 7,677 | $291K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.6% | 6,720 | $255K |
| Apollon Wealth Management, LLC | 0.01% | New | 5,379 | $204K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 5,325 | $202K |
| Comerica Bank | 0.00% | No change | 5,091 | $193K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +5.7% | 4,834 | $183K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.3% | 4,079 | $155K |
| Eagle Bay Advisors LLC | 0.06% | No change | 4,010 | $152K |
| Blair William & Co. | 0.00% | No change | 1,900 | $72K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 1,564 | $59K |
| FMR LLC | 0.00% | Add +20.1% | 871 | $33K |
| Glenmede Trust Co. NA | 0.00% | No change | 476 | $18K |
| Key Financial Inc | 0.00% | No change | 406 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 285 | $11K |
| Lanark Financial, Inc. | 0.00% | Reduce -72.5% | 241 | $9K |
| Cwm, LLC | 0.00% | No change | 233 | $9K |
| IFP Advisors, Inc | 0.00% | New | 216 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 211 | $8K |
| Alpine Bank Wealth Management | 0.00% | — | 150 | $6K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -8.1% | 91 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -7.8% | 83 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 70 | $3K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.7% | 36 | $1K |
| Jones Financial Companies LLLP | 0.00% | Reduce -91.4% | 26 | $990 |
"% of holder's portfolio" is PIZ's weight in each manager's 13F, not the share of Invesco Dorsey Wright Develo the manager owns.