Invesco Dorsey Wright BasicPYZETF
13F holders, Q4 2024 (December 31)32holders −1
3new positions
4sold out
1famous investor
$86.77avg. 13F price*
At the end of Q4 2024, 32 institutions reported holding Invesco Dorsey Wright Basic (PYZ) in their 13F filings, down 1 from Q3 2024. 3 opened new positions and 4 sold out. The largest holders were Goldman Sachs Group Inc. ($4.7M), LPL Financial LLC ($1.8M) and Morgan Stanley ($1.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Dorsey Wright Basic
- CUSIP
- 46137V704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $889K |
| Exits | 4 | $1.4M |
All 13F filers, Q3 2024 → Q4 2024: 30,007 shares bought and 22,350 shares sold, net +7,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Goldman Sachs Group Inc. | 0.00% | Add +27.7% | 54,168 | $4.7M |
| LPL Financial LLC | 0.00% | Add +52.1% | 21,217 | $1.8M |
| Morgan Stanley | 0.00% | Reduce -2.7% | 20,825 | $1.8M |
| MAI Capital Management | 0.01% | New | 10,100 | $876K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.8% | 8,981 | $779K |
| Wells Fargo & Company | 0.00% | Reduce -1.2% | 8,465 | $734K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -12.9% | 7,516 | $652K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.3% | 5,440 | $472K |
| Maltin Wealth Management, Inc. | 0.22% | Add +0.3% | 5,277 | $458K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -17.5% | 5,035 | $437K |
| Citadel Advisors | 0.00% | Reduce -41.9% | 4,457 | $387K |
| Osaic Holdings, Inc. | 0.00% | Add +19.9% | 4,402 | $382K |
| Pacific Sun Financial Corp | 0.21% | Reduce -1.8% | 4,350 | $377K |
| SignalPoint Asset Management, LLC | 0.07% | Reduce -0.4% | 3,325 | $288K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 3,116 | $270K |
| Royal Bank of Canada | 0.00% | Reduce -11.8% | 3,028 | $263K |
| UBS Group AG | 0.00% | Add +0.2% | 1,271 | $110K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -0.7% | 882 | $77K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 716 | $62K |
| Horizon Bancorp Inc. | 0.02% | No change | 509 | $44K |
| Bellevue Asset Management, LLC | 0.02% | No change | 377 | $33K |
| EPG Wealth Management LLC | 0.01% | No change | 313 | $27K |
| Fifth Third Bancorp | 0.00% | No change | 258 | $22K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +0.4% | 255 | $22K |
| FMR LLC | 0.00% | Reduce -8.2% | 201 | $17K |
| US Bancorp \de | 0.00% | New | 100 | $9K |
| Allworth Financial LP | 0.00% | No change | 82 | $8K |
| MTM Investment Management, LLC | 0.00% | No change | 87 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 41 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -59.3% | 37 | $3K |
| Register Financial Advisors LLC | 0.00% | No change | 7 | $607 |
| Park Square Financial Group, LLC | 0.00% | — | 6 | $521 |
"% of holder's portfolio" is PYZ's weight in each manager's 13F, not the share of Invesco Dorsey Wright Basic the manager owns.