Invesco Dorsey Wright BasicPYZETF
13F holders, Q2 2024 (June 30)32holders −2
1new positions
2sold out
$87.56avg. 13F price*
At the end of Q2 2024, 32 institutions reported holding Invesco Dorsey Wright Basic (PYZ) in their 13F filings, down 2 from Q1 2024. 1 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($2.7M), Truist Financial Corp. ($2.3M) and Goldman Sachs Group Inc. ($1.8M).
- Company
- Invesco Dorsey Wright Basic
- CUSIP
- 46137V704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $90 |
| Exits | 2 | $1.4M |
All 13F filers, Q1 2024 → Q2 2024: 15,217 shares bought and 42,007 shares sold, net −26,790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Morgan Stanley | 0.00% | Reduce -32.4% | 30,347 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +2.5% | 26,591 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +60.4% | 20,378 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -23.7% | 16,026 | $1.4M |
| IMC-Chicago, LLC | 0.04% | Add +18.9% | 13,574 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.9% | 10,987 | $961K |
| Concentric Wealth Management, LLC | 0.23% | No change | 10,300 | $900K |
| Wells Fargo & Company | 0.00% | Reduce -9.2% | 10,143 | $887K |
| Susquehanna International Group, LLP | 0.00% | Add +51.2% | 8,710 | $761K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.4% | 7,771 | $679K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.9% | 6,603 | $577K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 5,987 | $523K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +17.1% | 5,791 | $506K |
| Maltin Wealth Management, Inc. | 0.25% | Add +4.3% | 5,250 | $459K |
| Pacific Sun Financial Corp | 0.23% | Reduce -0.2% | 4,480 | $392K |
| Bank of America Corp. | 0.00% | Reduce -27.4% | 3,438 | $301K |
| SignalPoint Asset Management, LLC | 0.08% | No change | 3,339 | $292K |
| Royal Bank of Canada | 0.00% | Reduce -26.4% | 3,261 | $285K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +0.9% | 3,116 | $272K |
| Cetera Investment Advisers | 0.00% | Reduce -13.4% | 2,721 | $238K |
| UBS Group AG | 0.00% | Add +35.9% | 2,640 | $231K |
| Transamerica Financial Advisors, LLC | 0.01% | No change | 1,399 | $123K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 716 | $63K |
| Horizon Bancorp Inc. | 0.03% | Reduce -15.0% | 617 | $54K |
| Bellevue Asset Management, LLC | 0.02% | No change | 377 | $33K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 304 | $27K |
| Fifth Third Bancorp | 0.00% | No change | 258 | $23K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.4% | 253 | $22K |
| MTM Investment Management, LLC | 0.00% | No change | 87 | $8K |
| Allworth Financial LP | 0.00% | No change | 82 | $7K |
| Register Financial Advisors LLC | 0.00% | No change | 7 | $612 |
| Unique Wealth Strategies, LLC | 0.00% | New | 1 | $90 |
"% of holder's portfolio" is PYZ's weight in each manager's 13F, not the share of Invesco Dorsey Wright Basic the manager owns.