Invesco Dorsey Wright DeveloPIZETF

13F holders, Q2 2025 (June 30)
71holders +12
16new positions
4sold out
$45.90avg. 13F price*

At the end of Q2 2025, 71 institutions reported holding Invesco Dorsey Wright Develo (PIZ) in their 13F filings, up 12 from Q1 2025. 16 opened new positions and 4 sold out. The largest holders were Wells Fargo & Company ($83.8M), Morgan Stanley ($27.1M) and Wealth Enhancement Advisory Services, LLC ($25.6M).

Company
Invesco Dorsey Wright Develo
CUSIP
46138E875
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 56Q1 2024Q2 2024: 60Q2 2024Q3 2024: 55Q3 2024Q4 2024: 54Q4 2024Q1 2025: 59Q1 2025Q2 2025: 71Q2 2025Q3 2025: 79Q3 2025Q4 2025: 95Q4 2025Q1 2026: 104Q1 2026Q2 2026: 116Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions16$27.1M
Exits4$2.0M

All 13F filers, Q1 2025 → Q2 2025: 2,228,539 shares bought and 132,379 shares sold, net +2,096,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 71 holders

Wells Fargo & Company 0.02% Add +68.7% 1,823,637 $83.8M
Morgan Stanley 0.00% Add +91.9% 589,097 $27.1M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -2.3% 563,947 $25.6M
Royal Bank of Canada 0.00% Add +71.4% 372,192 $17.1M
Raymond James Financial Inc. 0.00% Add +143.5% 300,914 $13.8M
Creative Financial Designs Inc. 0.97% New 294,152 $13.5M
UBS Group AG 0.00% Reduce -1.0% 273,473 $12.6M
Systelligence, LLC 2.05% Reduce -5.6% 241,432 $11.1M
LPL Financial LLC 0.00% Add +75.5% 146,147 $6.7M
NewSquare Capital LLC 0.33% Reduce -2.6% 96,029 $4.4M
Susquehanna International Group, LLP 0.01% Add +647.8% 79,134 $3.6M
Del-Sette Capital Management, LLC 2.34% Reduce -9.2% 73,119 $3.4M
NWF Advisory Services Inc. 0.33% New 60,549 $2.8M
GTS Securities LLC 0.12% Add +250.2% 59,956 $2.8M
Commonwealth Equity Services, LLC 0.00% Add +0.2% 57,758 $2.7M
Envestnet Asset Management Inc. 0.00% Add +269.5% 48,836 $2.2M
Prospera Financial Services Inc 0.04% Add +3.2% 46,049 $2.1M
CPC Advisors, LLC 0.26% New 45,370 $2.1M
Financial Management Professionals, Inc. 0.19% New 36,862 $1.7M
MML Investors Services, LLC 0.00% New 36,184 $1.7M
JPMorgan Chase & Co. 0.00% Add +23826.5% 35,172 $1.6M
Equitable Holdings, Inc. 0.01% New 33,946 $1.6M
Cetera Investment Advisers 0.00% New 29,353 $1.3M
Stifel Financial Corp. 0.00% Add +105.9% 27,972 $1.3M
Bank of America Corp. 0.00% Add +1.0% 25,182 $1.2M
Cyndeo Wealth Partners, LLC 0.06% Reduce -2.9% 23,535 $1.1M
Private Advisory Group LLC 0.09% New 21,098 $969K
Trueblood Wealth Management, LLC 0.39% Add +2.7% 20,180 $927K
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.7% 19,772 $909K
Janney Montgomery Scott LLC 0.00% Add +28.8% 19,014 $874K
Citigroup Inc. 0.00% Reduce -8.9% 16,693 $767K
Monument Capital Management 0.19% Reduce -9.7% 15,763 $724K
O'shaughnessy Asset Management, LLC 0.00% Reduce -9.9% 15,390 $707K
MorganRosel Wealth Management, LLC 0.19% Reduce -0.6% 14,913 $685K
Osaic Holdings, Inc. 0.00% Reduce -34.6% 10,612 $488K
Cwm, LLC 0.00% Add +4210.3% 10,043 $461K
Mainstay Capital Management LLC 0.02% New 9,110 $419K
Advisory Services Network, LLC 0.01% New 8,862 $403K
Riggs Asset Managment Co. Inc. 0.10% Add +17.3% 8,473 $389K
OneDigital Investment Advisors LLC 0.00% No change 8,374 $385K
Global Retirement Partners, LLC 0.01% — 8,289 $381K
Cibc World Market Inc. 0.00% No change 7,991 $367K
Mercer Global Advisors Inc. 0.00% Reduce -0.8% 6,973 $320K
Flow Traders U.S. LLC 0.01% Reduce -79.5% 6,375 $293K
Avantax Advisory Services, Inc. 0.00% Reduce -0.3% 6,284 $289K
Jones Financial Companies LLLP 0.00% Add +241.5% 5,751 $263K
PFG Investments, LLC 0.02% Reduce -12.4% 5,711 $262K
Comerica Bank 0.00% Reduce -11.1% 5,636 $259K
Capital Investment Advisory Services, LLC 0.02% Reduce -2.3% 5,418 $249K
Apollon Wealth Management, LLC 0.00% No change 5,379 $247K
Benjamin Edwards Inc. 0.00% New 5,138 $236K
Farther Finance Advisors, LLC 0.00% No change 3,609 $166K
BNP Paribas Financial Markets 0.00% New 3,337 $153K
Steward Partners Investment Advisory, LLC 0.00% Reduce -21.0% 3,206 $147K
Ameritas Advisory Services, LLC 0.01% New 2,814 $129K
Arax Advisory Partners 0.01% Add +0.1% 2,740 $126K
Spire Wealth Management 0.00% New 1,729 $79K
DHJJ Financial Advisors, Ltd. 0.03% No change 1,564 $72K
Blair William & Co. 0.00% Reduce -52.1% 850 $39K
FMR LLC 0.00% Reduce -12.9% 793 $36K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Add +208.5% 651 $30K
Glenmede Investment Management, LP 0.00% — 476 $22K
Geneos Wealth Management Inc. 0.00% Add +64.9% 470 $22K
Key Financial Inc 0.00% No change 406 $19K
Twin Peaks Wealth Advisors, LLC 0.01% New 332 $15K
Park Square Financial Group, LLC 0.01% No change 280 $13K
Lanark Financial, Inc. 0.00% No change 241 $11K
Principal Securities, Inc. 0.00% New 190 $9K
IFP Advisors, Inc 0.00% Add +81.8% 100 $5K
Qube Research & Technologies Ltd 0.00% No change 91 $4K
NewEdge Advisors, LLC 0.00% No change 70 $3K

"% of holder's portfolio" is PIZ's weight in each manager's 13F, not the share of Invesco Dorsey Wright Develo the manager owns.