Invesco Dorsey Wright DeveloPIZETF

13F holders, Q3 2025 (September 30)
79holders +8
16new positions
8sold out
$47.69avg. 13F price*

At the end of Q3 2025, 79 institutions reported holding Invesco Dorsey Wright Develo (PIZ) in their 13F filings, up 8 from Q2 2025. 16 opened new positions and 8 sold out. The largest holders were Wells Fargo & Company ($92.6M), Morgan Stanley ($40.2M) and Wealth Enhancement Advisory Services, LLC ($26.3M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions16$22.5M
Exits8$9.7M

All 13F filers, Q2 2025 → Q3 2025: 1,560,351 shares bought and 303,186 shares sold, net +1,257,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 79 holders

Wells Fargo & Company 0.02% Add +6.5% 1,942,415 $92.6M
Morgan Stanley 0.00% Add +43.3% 844,088 $40.2M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -2.8% 547,941 $26.3M
LPL Financial LLC 0.01% Add +228.6% 480,175 $22.9M
Royal Bank of Canada 0.00% Add +6.0% 394,610 $18.8M
Systelligence, LLC 3.25% Add +49.1% 359,897 $17.2M
Creative Financial Designs Inc. 1.00% Add +6.5% 313,396 $14.9M
UBS Group AG 0.00% Add +0.8% 275,788 $13.1M
Raymond James Financial Inc. 0.00% Reduce -13.0% 261,861 $12.5M
Axiom Financial Strategies, LLC 4.83% New 235,598 $11.2M
NewSquare Capital LLC 0.32% Add +4.3% 100,197 $4.8M
Del-Sette Capital Management, LLC 2.38% Add +9.9% 80,375 $3.8M
Commonwealth Equity Services, LLC 0.00% Add +2.6% 59,285 $2.8M
Stifel Financial Corp. 0.00% Add +99.1% 55,690 $2.7M
Envestnet Asset Management Inc. 0.00% Add +8.6% 53,057 $2.5M
Equitable Holdings, Inc. 0.02% Add +52.9% 51,889 $2.5M
CPC Advisors, LLC 0.23% Add +0.2% 45,442 $2.2M
MML Investors Services, LLC 0.01% Add +23.6% 44,733 $2.1M
Lanark Financial, Inc. 0.16% Add +17468.9% 42,341 $2.0M
Prospera Financial Services Inc 0.03% Reduce -9.2% 41,834 $2.0M
Vista Investment Partners Ii, LLC 0.87% New 39,037 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +93.1% 38,177 $1.8M
Osaic Holdings, Inc. 0.00% Add +258.9% 38,089 $1.8M
Genesee Capital Advisors, LLC 0.72% New 34,953 $1.7M
Financial Management Professionals, Inc. 0.17% Reduce -9.2% 33,490 $1.6M
Cetera Investment Advisers 0.00% Add +10.6% 32,474 $1.5M
JPMorgan Chase & Co. 0.00% Reduce -11.1% 31,270 $1.5M
Blueprint Financial Advisors LLC 0.32% New 31,151 $1.5M
Blueprint Investment Partners LLC 0.21% New 31,151 $1.5M
RiverTree Advisors, LLC 0.86% New 28,038 $1.3M
NewEdge Advisors, LLC 0.01% Add +37252.9% 26,147 $1.2M
Bank of America Corp. 0.00% Reduce -2.5% 24,552 $1.2M
Cyndeo Wealth Partners, LLC 0.06% Reduce -1.9% 23,081 $1.1M
Janney Montgomery Scott LLC 0.00% Add +16.2% 22,092 $1.1M
Trueblood Wealth Management, LLC 0.38% Add +0.1% 20,204 $963K
Jane Street Group, LLC 0.00% New 19,234 $917K
Jones Financial Companies LLLP 0.00% Add +232.9% 19,148 $898K
Citigroup Inc. 0.00% Reduce -2.6% 16,257 $775K
Monument Capital Management 0.19% No change 15,763 $752K
O'shaughnessy Asset Management, LLC 0.00% No change 15,390 $734K
MorganRosel Wealth Management, LLC 0.18% Reduce -2.9% 14,479 $690K
Global Retirement Partners, LLC 0.01% Add +36.4% 11,302 $539K
Steinberganna Wealth Management 0.25% — 11,212 $535K
&partners 0.00% New 10,640 $507K
Sanctuary Advisors, LLC 0.00% New 10,386 $495K
Advisory Services Network, LLC 0.01% Add +14.6% 10,153 $484K
Comerica Bank 0.00% Add +58.9% 8,955 $427K
Riggs Asset Managment Co. Inc. 0.09% Reduce -2.5% 8,265 $394K
OneDigital Investment Advisors LLC 0.00% Reduce -1.5% 8,245 $393K
Private Advisory Group LLC 0.03% Reduce -61.0% 8,228 $392K
Cibc World Market Inc. 0.00% Reduce -3.1% 7,741 $369K
BNP Paribas Financial Markets 0.00% Add +124.1% 7,477 $356K
Kane Investment Management, Inc. 0.17% New 7,132 $340K
Cwm, LLC 0.00% Reduce -31.0% 6,933 $331K
PFG Investments, LLC 0.02% Add +12.5% 6,424 $306K
Mercer Global Advisors Inc. 0.00% Reduce -9.0% 6,345 $302K
Ashton Thomas Private Wealth, LLC 0.01% New 6,333 $302K
Capital Investment Advisory Services, LLC 0.02% No change 5,418 $258K
Apollon Wealth Management, LLC 0.00% No change 5,379 $256K
Benjamin Edwards Inc. 0.00% No change 5,138 $245K
Bensler, LLC 0.02% New 4,845 $231K
Gladstone Institutional Advisory LLC 0.01% New 4,799 $229K
Mainstay Capital Management LLC 0.02% Reduce -50.0% 4,555 $217K
Private Client Services, LLC 0.07% New 4,400 $210K
Thoroughbred Financial Services, LLC 0.01% New 4,310 $205K
Steward Partners Investment Advisory, LLC 0.00% Add +3.4% 3,316 $158K
Farther Finance Advisors, LLC 0.00% Reduce -9.7% 3,258 $155K
Spire Wealth Management 0.00% Reduce -0.7% 1,717 $82K
DHJJ Financial Advisors, Ltd. 0.03% No change 1,564 $75K
Blair William & Co. 0.00% No change 850 $41K
FMR LLC 0.00% Reduce -9.3% 719 $34K
Glenmede Investment Management, LP 0.00% No change 476 $23K
Geneos Wealth Management Inc. 0.00% No change 470 $22K
Key Financial Inc 0.00% No change 406 $19K
AE Wealth Management LLC 0.00% New 386 $18K
Ameritas Advisory Services, LLC 0.00% Reduce -88.1% 334 $16K
Principal Securities, Inc. 0.00% No change 190 $9K
IFP Advisors, Inc 0.00% No change 100 $5K
Qube Research & Technologies Ltd 0.00% No change 91 $4K

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