Invesco Dorsey Wright BasicPYZETF
13F holders, Q2 2025 (June 30)31holders −1
2new positions
3sold out
1famous investor
$92.89avg. 13F price*
At the end of Q2 2025, 31 institutions reported holding Invesco Dorsey Wright Basic (PYZ) in their 13F filings, down 1 from Q1 2025. 2 opened new positions and 3 sold out. The largest holders were Goldman Sachs Group Inc. ($1.9M), Morgan Stanley ($1.9M) and LPL Financial LLC ($1.4M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $58K |
| Exits | 3 | $1.8M |
All 13F filers, Q1 2025 → Q2 2025: 5,860 shares bought and 34,439 shares sold, net −28,579 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Goldman Sachs Group Inc. | 0.00% | Add +29.1% | 20,860 | $1.9M |
| Morgan Stanley | 0.00% | Add +0.9% | 20,129 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -20.1% | 15,600 | $1.4M |
| MAI Capital Management | 0.01% | Reduce -1.7% | 9,925 | $922K |
| Citadel Advisors | 0.00% | Add +0.5% | 8,205 | $762K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.9% | 8,004 | $743K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.3% | 7,568 | $703K |
| Wells Fargo & Company | 0.00% | Reduce -27.4% | 5,717 | $531K |
| Maltin Wealth Management, Inc. | 0.22% | Reduce -3.7% | 5,359 | $498K |
| Trueblood Wealth Management, LLC | 0.16% | Add +7.4% | 4,130 | $384K |
| Pacific Sun Financial Corp | 0.19% | Reduce -11.2% | 3,820 | $354K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -30.4% | 3,456 | $321K |
| Farther Finance Advisors, LLC | 0.01% | Add +0.2% | 3,332 | $310K |
| Osaic Holdings, Inc. | 0.00% | Add +0.6% | 3,254 | $302K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -50.9% | 3,000 | $279K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -0.9% | 2,943 | $273K |
| UBS Group AG | 0.00% | Reduce -3.6% | 699 | $65K |
| Royal Bank of Canada | 0.00% | Reduce -28.1% | 525 | $49K |
| Raymond James Financial Inc. | 0.00% | New | 365 | $34K |
| Bellevue Asset Management, LLC | 0.02% | Reduce -10.3% | 338 | $31K |
| EPG Wealth Management LLC | 0.01% | No change | 313 | $29K |
| Ameritas Advisory Services, LLC | 0.00% | New | 255 | $24K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -68.8% | 244 | $23K |
| FMR LLC | 0.00% | Add +0.6% | 164 | $15K |
| Horizon Bancorp Inc. | 0.01% | No change | 157 | $15K |
| MTM Investment Management, LLC | 0.00% | No change | 87 | $8K |
| Allworth Financial LP | 0.00% | No change | 82 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 41 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 21 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 7 | $650 |
| Park Square Financial Group, LLC | 0.00% | No change | 6 | $557 |
"% of holder's portfolio" is PYZ's weight in each manager's 13F, not the share of Invesco Dorsey Wright Basic the manager owns.