Invesco Dorsey Wright DeveloPIZETF
13F holders, Q4 2024 (December 31)54holders −1
6new positions
5sold out
$36.31avg. 13F price*
At the end of Q4 2024, 54 institutions reported holding Invesco Dorsey Wright Develo (PIZ) in their 13F filings, down 1 from Q3 2024. 6 opened new positions and 5 sold out. The largest holders were Wells Fargo & Company ($37.8M), Wealth Enhancement Advisory Services, LLC ($25.9M) and Morgan Stanley ($10.4M).
- Company
- Invesco Dorsey Wright Develo
- CUSIP
- 46138E875
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.6M |
| Exits | 5 | $1.5M |
All 13F filers, Q3 2024 → Q4 2024: 1,259,404 shares bought and 254,630 shares sold, net +1,004,774 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Wells Fargo & Company | 0.01% | Add +417.1% | 1,040,526 | $37.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +12.0% | 712,320 | $25.9M |
| Morgan Stanley | 0.00% | Add +243.6% | 287,409 | $10.4M |
| UBS Group AG | 0.00% | Add +2.7% | 282,140 | $10.2M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 170,819 | $6.2M |
| Raymond James Financial Inc. | 0.00% | — | 150,437 | $5.5M |
| NewSquare Capital LLC | 0.32% | Add +2.1% | 111,032 | $4.0M |
| LPL Financial LLC | 0.00% | Add +249.6% | 101,064 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 57,623 | $2.1M |
| Prospera Financial Services Inc | 0.04% | Reduce -3.7% | 44,488 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.2% | 39,635 | $1.4M |
| Refined Wealth Management | 0.82% | Reduce -0.3% | 29,834 | $1.1M |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 27,981 | $1.0M |
| Trueblood Wealth Management, LLC | 0.45% | No change | 25,090 | $911K |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -8.8% | 24,261 | $881K |
| Citigroup Inc. | 0.00% | Add +2.3% | 18,406 | $668K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.1% | 18,337 | $666K |
| Monument Capital Management | 0.18% | Add +0.3% | 17,717 | $643K |
| Jane Street Group, LLC | 0.00% | Reduce -43.7% | 17,450 | $634K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.3% | 17,054 | $619K |
| MorganRosel Wealth Management, LLC | 0.20% | Reduce -4.6% | 16,718 | $607K |
| Osaic Holdings, Inc. | 0.00% | Add +138.8% | 16,048 | $583K |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 14,390 | $523K |
| Independent Advisor Alliance | 0.01% | New | 14,343 | $521K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 12,404 | $450K |
| Mercer Global Advisors Inc. | 0.00% | Add +15.1% | 11,102 | $403K |
| Del-Sette Capital Management, LLC | 0.30% | Reduce -93.2% | 10,253 | $372K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -16.9% | 10,084 | $366K |
| Global Retirement Partners, LLC | 0.01% | New | 8,169 | $297K |
| Avantax Advisory Services, Inc. | 0.00% | New | 8,125 | $295K |
| Lunt Capital Management, Inc. | 0.11% | New | 8,079 | $293K |
| Cibc World Market Inc. | 0.00% | No change | 7,991 | $290K |
| PFG Investments, LLC | 0.02% | Reduce -7.1% | 7,944 | $288K |
| Comerica Bank | 0.00% | Add +24.5% | 6,337 | $230K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 5,647 | $205K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +4.2% | 5,548 | $201K |
| Carolinas Wealth Consulting LLC | 0.03% | No change | 4,834 | $176K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.6% | 4,471 | $162K |
| Eagle Bay Advisors LLC | 0.09% | No change | 4,010 | $146K |
| Blair William & Co. | 0.00% | No change | 1,900 | $69K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 1,564 | $57K |
| FMR LLC | 0.00% | Reduce -0.1% | 870 | $32K |
| Glenmede Trust Co. NA | 0.00% | No change | 476 | $17K |
| Key Financial Inc | 0.00% | No change | 406 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 285 | $10K |
| Park Square Financial Group, LLC | 0.01% | — | 280 | $10K |
| Cwm, LLC | 0.00% | No change | 233 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 211 | $8K |
| JPMorgan Chase & Co. | 0.00% | Add +302.8% | 145 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 94 | $3K |
| Qube Research & Technologies Ltd | 0.00% | No change | 91 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 70 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -65.1% | 29 | $1K |
| Jones Financial Companies LLLP | 0.00% | No change | 26 | $944 |
"% of holder's portfolio" is PIZ's weight in each manager's 13F, not the share of Invesco Dorsey Wright Develo the manager owns.