Invesco Dorsey Wright IndusPRNETF

13F holders, Q4 2024 (December 31)
105holders +22
18new positions
4sold out
1famous investor
$153.67avg. 13F price*

At the end of Q4 2024, 105 institutions reported holding Invesco Dorsey Wright Indus (PRN) in their 13F filings, up 22 from Q3 2024. 18 opened new positions and 4 sold out. The largest holders were Wells Fargo & Company ($26.9M), Morgan Stanley ($26.6M) and HighTower Advisors, LLC ($21.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Invesco Dorsey Wright Indus
CUSIP
46137V845
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 66Q1 2024Q2 2024: 71Q2 2024Q3 2024: 83Q3 2024Q4 2024: 105Q4 2024Q1 2025: 95Q1 2025Q2 2025: 95Q2 2025Q3 2025: 93Q3 2025Q4 2025: 87Q4 2025Q1 2026: 85Q1 2026Q2 2026: 106Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions18$11.2M
Exits4$603K

All 13F filers, Q3 2024 → Q4 2024: 271,263 shares bought and 39,333 shares sold, net +231,930 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 105 holders

Wells Fargo & Company 0.01% Add +12.7% 174,696 $26.9M
Morgan Stanley 0.00% Add +22.6% 172,737 $26.6M
HighTower Advisors, LLC 0.03% Add +13.2% 142,526 $21.9M
Transamerica Financial Advisors, LLC 1.79% Add +4.0% 117,640 $18.1M
LPL Financial LLC 0.01% Add +20.5% 99,755 $15.3M
Raymond James Financial Inc. 0.01% — 96,539 $14.8M
Ameriprise Financial Inc. 0.00% Add +78.5% 85,387 $13.1M
Janney Montgomery Scott LLC 0.02% Reduce -1.5% 51,065 $7.9M
UBS Group AG 0.00% Add +225.5% 42,202 $6.5M
Osaic Holdings, Inc. 0.01% Add +1.1% 37,662 $5.8M
Royal Bank of Canada 0.00% Add +19.4% 36,354 $5.6M
Bank of America Corp. 0.00% Add +1.8% 29,742 $4.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.5% 28,667 $4.4M
Financial Management Professionals, Inc. 0.52% Reduce -1.4% 26,825 $4.1M
Truist Financial Corp. 0.01% Add +0.2% 19,014 $3.4M
Goldman Sachs Group Inc. 0.00% New 21,587 $3.3M
NewEdge Advisors, LLC 0.02% Add +32.1% 21,105 $3.2M
Stifel Financial Corp. 0.00% Add +18.1% 20,789 $3.2M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +217.2% 18,080 $2.8M
StoneX Group Inc. 0.13% Add +1.9% 14,918 $2.3M
Genesee Capital Advisors, LLC 1.06% Reduce -12.7% 14,815 $2.3M
Silver Oak Securities, Incorporated 0.20% Reduce -7.1% 13,788 $2.1M
Private Advisor Group, LLC 0.01% Add +0.9% 12,615 $1.9M
Quadrature Capital Ltd 0.04% New 12,158 $1.9M
Cetera Investment Advisers 0.00% Add +9.4% 9,912 $1.5M
Nilsine Partners, LLC 0.15% New 9,186 $1.4M
Tredje AP-fonden 0.01% Reduce -50.0% 12,868 $1.3M
SignalPoint Asset Management, LLC 0.28% Reduce -1.7% 7,518 $1.2M
Envestnet Asset Management Inc. 0.00% Add +1.7% 7,502 $1.2M
SPC Financial, Inc. 0.10% Reduce -2.5% 7,188 $1.1M
Citadel Advisors 0.00% New 7,162 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +1.9% 6,658 $1.0M
Blue Capital, Inc. 0.68% — 6,292 $967K
GWN Securities Inc. 0.25% — 5,632 $947K
Commonwealth Equity Services, LLC 0.00% Reduce -4.4% 6,091 $937K
Kingswood Wealth Advisors, LLC 0.07% Add +179.5% 5,842 $898K
Stonebridge Financial Planning Group, LLC 0.39% Add +22.7% 5,622 $864K
AMJ Financial Wealth Management 0.22% Reduce -4.0% 5,178 $796K
Fig Financial Advisory Services Inc. 0.52% — 4,953 $762K
Jane Street Group, LLC 0.00% New 4,755 $731K
Noble Family Wealth, LLC 0.20% No change 4,634 $716K
Belpointe Asset Management LLC 0.04% Reduce -4.6% 4,643 $675K
J.W. Cole Advisors, Inc. 0.03% Reduce -1.4% 4,371 $672K
Fagan Associates, Inc. 0.10% Add +0.6% 4,125 $634K
Founders Financial Securities LLC 0.05% Reduce -71.2% 3,894 $599K
MML Investors Services, LLC 0.00% Reduce -0.3% 3,864 $594K
Kestra Advisory Services, LLC 0.00% Add +66.5% 3,736 $574K
Private Trust Co. NA 0.06% New 3,493 $537K
Jones Financial Companies LLLP 0.00% Add +720.4% 3,142 $483K
DAVENPORT & Co LLC 0.00% New 3,109 $478K
Prospera Financial Services Inc 0.01% Add +32.9% 2,857 $440K
Concurrent Investment Advisors, LLC 0.01% New 2,857 $439K
Hennion & Walsh Asset Management, Inc. 0.02% No change 2,750 $423K
&partners 0.00% New 2,423 $384K
MinichMacGregor Wealth Management, LLC 0.08% Reduce -0.9% 2,431 $374K
Independent Financial Group, LLC 0.01% Add +2.9% 2,418 $372K
WealthBridge Capital Management, LLC 0.10% Add +0.0% 2,404 $370K
Glenmede Trust Co. NA 0.00% Reduce -2.1% 2,385 $367K
Western Financial Corp 0.20% Reduce -0.8% 2,366 $364K
Susquehanna International Group, LLP 0.00% Reduce -70.2% 2,153 $331K
Nova Wealth Management, Inc. 0.29% — 2,151 $331K
Schmidt P J Investment Management Inc. 0.05% New 2,030 $312K
Larson Financial Group LLC 0.02% Add +0.6% 1,976 $304K
Advisory Services Network, LLC 0.01% New 1,891 $291K
Uptick Partners, LLC 0.10% No change 1,729 $266K
Private Advisory Group LLC 0.03% Add +20.4% 1,723 $265K
Comprehensive Financial Planning, Inc. 0.22% — 1,687 $259K
MTM Investment Management, LLC 0.10% No change 1,659 $255K
Trueblood Wealth Management, LLC 0.12% New 1,536 $236K
JNBA Financial Advisors 0.02% Reduce -1.0% 1,487 $229K
Sunbelt Securities, Inc. 0.02% Add +150.4% 1,400 $216K
Cibc World Market Inc. 0.00% Reduce -20.0% 1,400 $215K
Baird Financial Group, Inc. 0.00% Reduce -10.3% 1,387 $213K
MGB Wealth Management, LLC 0.04% Add +3.4% 905 $139K
Spire Wealth Management 0.00% Add +473.3% 860 $132K
Colonial Trust Co / SC 0.02% No change 774 $119K
Bellevue Asset Management, LLC 0.06% No change 746 $115K
Belvedere Trading LLC 0.01% Add +277.7% 695 $107K
Parallel Advisors, LLC 0.00% No change 570 $88K
FMR LLC 0.00% Add +30.2% 526 $81K
Harbour Investments, Inc. 0.00% Reduce -14.3% 510 $78K
Global Retirement Partners, LLC 0.00% Add +435.3% 364 $56K
Hemington Wealth Management 0.01% No change 318 $48K
Advisors Preferred, LLC 0.01% New 303 $47K
Geneos Wealth Management Inc. 0.00% No change 300 $46K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 225 $38K
Truvestments Capital LLC 0.01% No change 200 $31K
New Republic Capital, LLC 0.02% No change 175 $27K
PNC Financial Services Group, Inc. 0.00% No change 150 $23K
Aptus Capital Advisors, LLC 0.00% New 135 $21K
MPWM Advisory Solutions, LLC 0.01% — 133 $20K
Runnymede Capital Advisors, Inc. 0.02% — 126 $19K
Cwm, LLC 0.00% No change 74 $11K
Continuum Advisory, LLC 0.00% No change 67 $10K
Creekmur Asset Management LLC 0.00% No change 58 $9K
Comerica Bank 0.00% New 48 $7K
Qube Research & Technologies Ltd 0.00% No change 44 $7K
SOA Wealth Advisors, LLC. 0.00% No change 42 $6K
Olistico Wealth, LLC 0.00% New 27 $4K
Blair William & Co. 0.00% New 22 $3K
Northwestern Mutual Wealth Management Co. 0.00% No change 15 $2K
JPMorgan Chase & Co. 0.00% Add +1100.0% 12 $2K
US Bancorp \de 0.00% No change 11 $2K
Park Square Financial Group, LLC 0.00% — 5 $769
GeoWealth Management, LLC 0.00% New 1 $154

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