Invesco Dorsey Wright DeveloPIZETF
13F holders, Q1 2026 (March 31)104holders +9
19new positions
8sold out
1famous investor
$49.52avg. 13F price*
At the end of Q1 2026, 104 institutions reported holding Invesco Dorsey Wright Develo (PIZ) in their 13F filings, up 9 from Q4 2025. 19 opened new positions and 8 sold out. The largest holders were Wells Fargo & Company ($111.2M), Morgan Stanley ($53.8M) and Affinity Wealth Management LLC ($41.8M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $55.9M |
| Exits | 8 | $6.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,802,682 shares bought and 642,256 shares sold, net +2,160,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Wells Fargo & Company | 0.02% | Add +12.1% | 2,245,977 | $111.2M |
| Morgan Stanley | 0.00% | Add +12.8% | 1,085,573 | $53.8M |
| Affinity Wealth Management LLC | 6.33% | New | 844,684 | $41.8M |
| LPL Financial LLC | 0.01% | Add +9.0% | 675,814 | $33.5M |
| Royal Bank of Canada | 0.01% | Add +6.1% | 612,716 | $30.3M |
| UBS Group AG | 0.00% | Add +65.1% | 486,865 | $24.1M |
| Axiom Financial Strategies, LLC | 6.97% | Add +71.8% | 399,835 | $19.8M |
| Raymond James Financial Inc. | 0.01% | Add +46.1% | 387,094 | $19.2M |
| Creative Financial Designs Inc. | 1.03% | Add +0.5% | 342,692 | $17.0M |
| Systelligence, LLC | 3.23% | Reduce -9.2% | 335,145 | $16.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -41.0% | 317,195 | $16.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +35.5% | 283,135 | $14.0M |
| NewSquare Capital LLC | 0.81% | Add +191.2% | 187,285 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +270.3% | 161,640 | $8.0M |
| Cetera Investment Advisers | 0.01% | Add +96.4% | 146,141 | $7.2M |
| Lanark Financial, Inc. | 0.37% | Add +132.7% | 98,272 | $4.9M |
| Prospera Financial Services Inc | 0.07% | Add +125.3% | 91,519 | $4.5M |
| Jane Street Group, LLC | 0.00% | Add +1340.7% | 84,813 | $4.2M |
| Del-Sette Capital Management, LLC | 2.23% | Reduce -6.9% | 75,410 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +70.1% | 77,480 | $3.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.4% | 65,861 | $3.3M |
| Redstone Wealth Management, LLC | 2.55% | New | 64,576 | $3.2M |
| Wagner Wealth Management, Corp | 2.73% | Add +10.8% | 61,442 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -3.8% | 61,308 | $3.0M |
| MML Investors Services, LLC | 0.01% | Add +7.5% | 57,853 | $2.9M |
| Equitable Holdings, Inc. | 0.02% | Add +5.5% | 57,196 | $2.8M |
| Truist Financial Corp. | 0.00% | New | 54,280 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.03% | New | 43,486 | $2.2M |
| HighTower Advisors, LLC | 0.00% | New | 41,116 | $2.0M |
| &partners | 0.01% | Add +2.5% | 41,110 | $2.0M |
| Private Advisory Group LLC | 0.13% | Add +339.3% | 38,985 | $1.9M |
| Greenline Wealth Management LLC | 2.10% | Add +10.8% | 36,734 | $1.8M |
| Blueprint Financial Advisors LLC | 0.27% | Add +8.6% | 36,704 | $1.8M |
| Blueprint Investment Partners LLC | 0.19% | Add +8.6% | 36,704 | $1.8M |
| Genesee Capital Advisors, LLC | 0.71% | Reduce -6.8% | 34,317 | $1.7M |
| PFG Advisors | 0.08% | Add +5.9% | 33,477 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +13.6% | 33,128 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +49.9% | 25,055 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.0% | 24,539 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +0.6% | 22,936 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -7.2% | 20,912 | $1.0M |
| RiverTree Advisors, LLC | 0.65% | Reduce -23.8% | 20,871 | $1.0M |
| Bank of America Corp. | 0.00% | Reduce -14.7% | 20,766 | $1.0M |
| Trueblood Wealth Management, LLC | 0.38% | Reduce -5.3% | 19,502 | $966K |
| Formidable Asset Management, LLC | 0.14% | Add +133.9% | 19,100 | $936K |
| PFG Investments, LLC | 0.04% | Add +183.0% | 18,443 | $913K |
| Independent Advisor Alliance | 0.01% | New | 17,014 | $843K |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.3% | 17,753 | $842K |
| Citigroup Inc. | 0.00% | Reduce -4.1% | 16,127 | $799K |
| Advisory Services Network, LLC | 0.01% | Add +8.1% | 15,210 | $753K |
| Citadel Advisors | 0.00% | Reduce -88.3% | 15,114 | $748K |
| Steinberganna Wealth Management | 0.34% | Add +31.4% | 14,115 | $699K |
| Petra Financial Advisors Inc. | 0.42% | New | 13,757 | $681K |
| Quantinno Capital Management LP | 0.00% | Add +16.9% | 13,279 | $658K |
| Geneos Wealth Management Inc. | 0.01% | Add +231.1% | 12,896 | $639K |
| Fifth Third Bancorp | 0.00% | New | 10,382 | $514K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +191.0% | 10,295 | $510K |
| Farther Finance Advisors, LLC | 0.00% | Add +168.4% | 8,746 | $447K |
| Monument Capital Management | 0.11% | No change | 8,855 | $439K |
| Cwm, LLC | 0.00% | Reduce -3.0% | 8,248 | $408K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 8,245 | $408K |
| Heirloom Wealth Management | 0.07% | New | 8,197 | $406K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.8% | 7,994 | $396K |
| Kane Investment Management, Inc. | 0.20% | Add +0.4% | 7,730 | $383K |
| Ameriprise Financial Inc. | 0.00% | Reduce -37.4% | 7,676 | $380K |
| Nicholson Wealth Management Group, LLC | 0.22% | New | 7,652 | $379K |
| GTS Securities LLC | 0.01% | Reduce -79.4% | 7,492 | $371K |
| Cibc World Market Inc. | 0.00% | Reduce -2.3% | 7,271 | $360K |
| Stelac Advisory Services LLC | 0.07% | New | 7,250 | $359K |
| Riggs Asset Managment Co. Inc. | 0.07% | Reduce -14.6% | 7,057 | $349K |
| Bensler, LLC | 0.03% | Add +23.5% | 6,795 | $337K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +4.8% | 6,583 | $326K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.5% | 6,573 | $325K |
| Mainstay Capital Management LLC | 0.03% | Add +33.1% | 6,558 | $325K |
| Vista Investment Partners Ii, LLC | 0.14% | Reduce -84.2% | 6,479 | $321K |
| MorganRosel Wealth Management, LLC | 0.12% | Reduce -56.5% | 6,381 | $316K |
| Atria Investments, Inc | 0.00% | New | 6,092 | $302K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 5,864 | $290K |
| Drive Wealth Management, LLC | 0.06% | Add +3.6% | 5,773 | $286K |
| Darden Wealth Group Inc | 0.14% | New | 5,509 | $273K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -1.7% | 5,325 | $264K |
| Kestra Advisory Services, LLC | 0.00% | Add +164.1% | 5,235 | $259K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -3.1% | 5,214 | $258K |
| Benjamin Edwards Inc. | 0.00% | Add +0.3% | 5,176 | $256K |
| Willner & Heller, LLC | 0.19% | New | 5,120 | $254K |
| Private Client Services, LLC | 0.07% | No change | 4,950 | $245K |
| BNP Paribas Financial Markets | 0.00% | Reduce -77.5% | 1,679 | $83K |
| Spire Wealth Management | 0.00% | No change | 1,637 | $81K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 1,564 | $77K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | Reduce -34.3% | 1,306 | $65K |
| Arax Advisory Partners | 0.00% | Reduce -57.7% | 1,147 | $57K |
| FMR LLC | 0.00% | Reduce -9.0% | 741 | $37K |
| Blair William & Co. | 0.00% | No change | 600 | $30K |
| Glenmede Trust Co. NA | 0.00% | No change | 476 | $24K |
| Key Financial Inc | 0.00% | No change | 406 | $20K |
| AE Wealth Management LLC | 0.00% | No change | 367 | $18K |
| International Assets Investment Management, LLC | 0.00% | No change | 294 | $15K |
| Caldwell Trust Co | 0.00% | New | 250 | $12K |
| Aventura Private Wealth, LLC | 0.00% | New | 168 | $8K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -3.3% | 88 | $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.