Invesco Dorsey Wright DeveloPIZETF
13F holders, Q1 2025 (March 31)59holders +5
12new positions
7sold out
1famous investor
$38.08avg. 13F price*
At the end of Q1 2025, 59 institutions reported holding Invesco Dorsey Wright Develo (PIZ) in their 13F filings, up 5 from Q4 2024. 12 opened new positions and 7 sold out. The largest holders were Wells Fargo & Company ($41.2M), Wealth Enhancement Advisory Services, LLC ($22.0M) and Morgan Stanley ($11.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $13.3M |
| Exits | 7 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 552,571 shares bought and 309,819 shares sold, net +242,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Wells Fargo & Company | 0.01% | Add +3.9% | 1,081,327 | $41.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -18.9% | 577,452 | $22.0M |
| Morgan Stanley | 0.00% | Add +6.8% | 307,016 | $11.7M |
| UBS Group AG | 0.00% | Reduce -2.1% | 276,271 | $10.5M |
| Systelligence, LLC | 2.34% | New | 255,776 | $9.7M |
| Royal Bank of Canada | 0.00% | Add +27.1% | 217,141 | $8.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -17.9% | 123,586 | $4.7M |
| NewSquare Capital LLC | 0.31% | Reduce -11.2% | 98,617 | $3.8M |
| LPL Financial LLC | 0.00% | Reduce -17.6% | 83,267 | $3.2M |
| Del-Sette Capital Management, LLC | 2.41% | Add +685.8% | 80,564 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 57,640 | $2.2M |
| Prospera Financial Services Inc | 0.04% | Add +0.3% | 44,614 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +129.5% | 40,053 | $1.5M |
| Flow Traders U.S. LLC | 0.05% | New | 31,154 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -10.9% | 24,943 | $950K |
| Cyndeo Wealth Partners, LLC | 0.06% | Reduce -0.1% | 24,247 | $923K |
| Trueblood Wealth Management, LLC | 0.35% | Reduce -21.7% | 19,642 | $748K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.0% | 18,705 | $712K |
| Citigroup Inc. | 0.00% | Reduce -0.5% | 18,322 | $698K |
| Monument Capital Management | 0.20% | Reduce -1.5% | 17,453 | $665K |
| GTS Securities LLC | 0.03% | New | 17,122 | $652K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +0.1% | 17,080 | $650K |
| Osaic Holdings, Inc. | 0.00% | Add +1.1% | 16,216 | $618K |
| MorganRosel Wealth Management, LLC | 0.17% | Reduce -10.2% | 15,009 | $572K |
| Janney Montgomery Scott LLC | 0.00% | New | 14,763 | $562K |
| Stifel Financial Corp. | 0.00% | Reduce -5.6% | 13,585 | $517K |
| Envestnet Asset Management Inc. | 0.00% | Add +6.6% | 13,218 | $503K |
| Citadel Advisors | 0.00% | New | 10,761 | $410K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.3% | 10,582 | $403K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -17.0% | 8,374 | $319K |
| Cibc World Market Inc. | 0.00% | No change | 7,991 | $304K |
| Riggs Asset Managment Co. Inc. | 0.08% | New | 7,223 | $275K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -36.7% | 7,032 | $268K |
| PFG Investments, LLC | 0.02% | Reduce -17.9% | 6,519 | $248K |
| Comerica Bank | 0.00% | No change | 6,337 | $241K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -22.5% | 6,300 | $240K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 5,548 | $211K |
| Apollon Wealth Management, LLC | 0.00% | New | 5,379 | $205K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +1.1% | 4,885 | $186K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.2% | 4,058 | $155K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,609 | $139K |
| Arax Advisory Partners | 0.01% | New | 2,738 | $104K |
| Blair William & Co. | 0.00% | Reduce -6.6% | 1,775 | $68K |
| Jones Financial Companies LLLP | 0.00% | Add +6376.9% | 1,684 | $65K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 1,564 | $60K |
| ROSS\JOHNSON & Associates LLC | 0.62% | New | 952 | $36K |
| FMR LLC | 0.00% | Add +4.6% | 910 | $35K |
| 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 |
| Park Square Financial Group, LLC | 0.01% | No change | 280 | $11K |
| Lanark Financial, Inc. | 0.00% | — | 241 | $9K |
| Cwm, LLC | 0.00% | No change | 233 | $9K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 211 | $8K |
| JPMorgan Chase & Co. | 0.00% | Add +1.4% | 147 | $6K |
| MGB Wealth Management, LLC | 0.00% | New | 125 | $5K |
| Qube Research & Technologies Ltd | 0.00% | No change | 91 | $3K |
| NewEdge Advisors, LLC | 0.00% | No change | 70 | $3K |
| IFP Advisors, Inc | 0.00% | New | 55 | $2K |
"% of holder's portfolio" is PIZ's weight in each manager's 13F, not the share of Invesco Dorsey Wright Develo the manager owns.