Invesco Dorsey Wright BasicPYZETF
13F holders, Q3 2025 (September 30)31holders
4new positions
4sold out
$105.83avg. 13F price*
At the end of Q3 2025, 31 institutions reported holding Invesco Dorsey Wright Basic (PYZ) in their 13F filings, unchanged from Q2 2025. 4 opened new positions and 4 sold out. The largest holders were Goldman Sachs Group Inc. ($2.3M), Morgan Stanley ($2.1M) and LPL Financial LLC ($1.5M).
- Company
- Invesco Dorsey Wright Basic
- CUSIP
- 46137V704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.0M |
| Exits | 4 | $800K |
All 13F filers, Q2 2025 → Q3 2025: 10,357 shares bought and 12,889 shares sold, net −2,532 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Goldman Sachs Group Inc. | 0.00% | Add +3.4% | 21,564 | $2.3M |
| Morgan Stanley | 0.00% | Add +0.5% | 20,232 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -11.1% | 13,865 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -2.0% | 9,725 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 7,940 | $841K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 7,556 | $800K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 5,712 | $605K |
| Maltin Wealth Management, Inc. | 0.24% | Add +0.1% | 5,367 | $568K |
| Susquehanna International Group, LLP | 0.00% | New | 5,164 | $547K |
| Trueblood Wealth Management, LLC | 0.17% | Add +0.1% | 4,136 | $438K |
| Pacific Sun Financial Corp | 0.19% | Reduce -2.9% | 3,710 | $393K |
| Farther Finance Advisors, LLC | 0.01% | No change | 3,332 | $353K |
| Osaic Holdings, Inc. | 0.00% | Add +0.5% | 3,270 | $340K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +1.0% | 2,972 | $315K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -22.9% | 2,666 | $282K |
| Cetera Investment Advisers | 0.00% | New | 2,351 | $249K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -33.4% | 1,998 | $212K |
| Mason Investment Advisory Services, Inc. | 0.01% | New | 1,926 | $204K |
| UBS Group AG | 0.00% | Reduce -7.6% | 646 | $68K |
| Bellevue Asset Management, LLC | 0.02% | No change | 338 | $36K |
| EPG Wealth Management LLC | 0.01% | No change | 313 | $33K |
| Royal Bank of Canada | 0.00% | Reduce -43.6% | 296 | $31K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 255 | $27K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -29.1% | 173 | $18K |
| FMR LLC | 0.00% | Reduce -0.6% | 163 | $17K |
| Horizon Bancorp Inc. | 0.01% | No change | 157 | $17K |
| MTM Investment Management, LLC | 0.00% | No change | 87 | $9K |
| Allworth Financial LP | 0.00% | No change | 82 | $9K |
| Jones Financial Companies LLLP | 0.00% | New | 50 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 21 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 7 | $741 |
"% of holder's portfolio" is PYZ's weight in each manager's 13F, not the share of Invesco Dorsey Wright Basic the manager owns.