Invesco Dorsey Wright BasicPYZETF
13F holders, Q4 2025 (December 31)40holders +9
10new positions
3sold out
1famous investor
$110.20avg. 13F price*
At the end of Q4 2025, 40 institutions reported holding Invesco Dorsey Wright Basic (PYZ) in their 13F filings, up 9 from Q3 2025. 10 opened new positions and 3 sold out. The largest holders were Transamerica Financial Advisors, LLC ($13.0M), Janney Montgomery Scott LLC ($4.7M) and Morgan Stanley ($2.0M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.6M |
| Exits | 3 | $785K |
All 13F filers, Q3 2025 → Q4 2025: 185,728 shares bought and 22,896 shares sold, net +162,832 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Transamerica Financial Advisors, LLC | 1.09% | Add +68339.9% | 118,401 | $13.0M |
| Janney Montgomery Scott LLC | 0.01% | New | 42,592 | $4.7M |
| Morgan Stanley | 0.00% | Reduce -10.6% | 18,082 | $2.0M |
| LPL Financial LLC | 0.00% | Add +24.2% | 17,218 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -46.8% | 11,469 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +45.1% | 10,961 | $1.2M |
| MAI Capital Management | 0.01% | No change | 9,725 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 8,339 | $919K |
| Maltin Wealth Management, Inc. | 0.24% | Add +2.6% | 5,508 | $607K |
| Trueblood Wealth Management, LLC | 0.18% | Add +3.9% | 4,299 | $474K |
| Advisory Services Network, LLC | 0.01% | New | 3,971 | $437K |
| Wells Fargo & Company | 0.00% | Reduce -34.9% | 3,720 | $410K |
| Pacific Sun Financial Corp | 0.19% | Reduce -4.0% | 3,560 | $392K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.2% | 3,372 | $371K |
| Raymond James Financial Inc. | 0.00% | New | 3,067 | $338K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 2,972 | $327K |
| Silver Oak Securities, Incorporated | 0.02% | New | 2,932 | $326K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.6% | 2,957 | $326K |
| Arax Advisory Partners | 0.01% | New | 2,774 | $306K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 2,667 | $294K |
| Citadel Advisors | 0.00% | New | 2,183 | $240K |
| Mason Investment Advisory Services, Inc. | 0.01% | Add +0.2% | 1,929 | $212K |
| Cetera Investment Advisers | 0.00% | Reduce -19.5% | 1,893 | $209K |
| Laurel Wealth Advisors LLC | 0.01% | New | 716 | $79K |
| UBS Group AG | 0.00% | Add +8.7% | 702 | $77K |
| Kestra Advisory Services, LLC | 0.00% | New | 671 | $74K |
| Jones Financial Companies LLLP | 0.00% | Add +896.0% | 498 | $55K |
| Sound Income Strategies, LLC | 0.00% | New | 300 | $38K |
| Bellevue Asset Management, LLC | 0.01% | No change | 338 | $37K |
| Darwin Wealth Management, LLC | 0.01% | New | 285 | $31K |
| Sankala Group LLC | 0.02% | — | 209 | $28K |
| EPG Wealth Management LLC | 0.01% | Reduce -31.9% | 213 | $23K |
| FMR LLC | 0.00% | No change | 163 | $18K |
| Horizon Bancorp Inc. | 0.01% | No change | 157 | $17K |
| MTM Investment Management, LLC | 0.00% | No change | 87 | $10K |
| Allworth Financial LP | 0.00% | No change | 82 | $9K |
| Royal Bank of Canada | 0.00% | Reduce -74.7% | 75 | $8K |
| McGuire Capital Advisors Inc. | 0.00% | — | 40 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 21 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 7 | $771 |
"% of holder's portfolio" is PYZ's weight in each manager's 13F, not the share of Invesco Dorsey Wright Basic the manager owns.