Invesco Dorsey Wright BasicPYZETF
13F holders, Q1 2025 (March 31)32holders
4new positions
2sold out
1famous investor
$84.77avg. 13F price*
At the end of Q1 2025, 32 institutions reported holding Invesco Dorsey Wright Basic (PYZ) in their 13F filings, unchanged from Q4 2024. 4 opened new positions and 2 sold out. The largest holders were IMC-Chicago, LLC ($1.8M), Morgan Stanley ($1.7M) and LPL Financial LLC ($1.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.4M |
| Exits | 2 | $31K |
All 13F filers, Q4 2024 → Q1 2025: 33,473 shares bought and 47,552 shares sold, net −14,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| IMC-Chicago, LLC | 0.07% | New | 21,036 | $1.8M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 19,945 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -8.0% | 19,524 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -70.2% | 16,153 | $1.4M |
| MAI Capital Management | 0.01% | No change | 10,100 | $856K |
| Citadel Advisors | 0.00% | Add +83.3% | 8,168 | $692K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.2% | 8,157 | $691K |
| Wells Fargo & Company | 0.00% | Reduce -7.0% | 7,871 | $667K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.0% | 7,665 | $650K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +21.4% | 6,111 | $518K |
| Maltin Wealth Management, Inc. | 0.22% | Add +5.4% | 5,563 | $472K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.7% | 4,965 | $421K |
| Pacific Sun Financial Corp | 0.21% | Reduce -1.1% | 4,300 | $364K |
| Trueblood Wealth Management, LLC | 0.15% | New | 3,845 | $326K |
| Farther Finance Advisors, LLC | 0.01% | New | 3,325 | $282K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.5% | 3,235 | $274K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -4.7% | 2,971 | $252K |
| Transamerica Financial Advisors, LLC | 0.01% | Reduce -11.4% | 781 | $67K |
| Royal Bank of Canada | 0.00% | Reduce -75.9% | 730 | $62K |
| UBS Group AG | 0.00% | Reduce -43.0% | 725 | $61K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 716 | $61K |
| Bellevue Asset Management, LLC | 0.02% | No change | 377 | $32K |
| EPG Wealth Management LLC | 0.01% | No change | 313 | $26K |
| FMR LLC | 0.00% | Reduce -18.9% | 163 | $14K |
| Horizon Bancorp Inc. | 0.01% | Reduce -69.2% | 157 | $13K |
| MTM Investment Management, LLC | 0.00% | No change | 87 | $7K |
| Allworth Financial LP | 0.00% | No change | 82 | $7K |
| Valued Wealth Advisors LLC | 0.00% | New | 45 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 41 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -43.2% | 21 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 7 | $593 |
| Park Square Financial Group, LLC | 0.00% | No change | 6 | $509 |
"% of holder's portfolio" is PYZ's weight in each manager's 13F, not the share of Invesco Dorsey Wright Basic the manager owns.