Invesco Dorsey Wright BasicPYZETF
13F holders, Q1 2026 (March 31)40holders
7new positions
6sold out
$119.84avg. 13F price*
At the end of Q1 2026, 40 institutions reported holding Invesco Dorsey Wright Basic (PYZ) in their 13F filings, unchanged from Q4 2025. 7 opened new positions and 6 sold out. The largest holders were Transamerica Financial Advisors, LLC ($13.2M), Janney Montgomery Scott LLC ($5.7M) and LPL Financial LLC ($4.4M).
- Company
- Invesco Dorsey Wright Basic
- CUSIP
- 46137V704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.3M |
| Exits | 6 | $437K |
All 13F filers, Q4 2025 → Q1 2026: 84,013 shares bought and 23,517 shares sold, net +60,496 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Transamerica Financial Advisors, LLC | 1.12% | Reduce -7.2% | 109,878 | $13.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.2% | 47,370 | $5.7M |
| LPL Financial LLC | 0.00% | Add +113.1% | 36,689 | $4.4M |
| Morgan Stanley | 0.00% | Add +23.0% | 22,234 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | New | 21,936 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +89.1% | 15,772 | $1.9M |
| MAI Capital Management | 0.01% | No change | 9,725 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.1% | 9,089 | $1.1M |
| AlphaCore Capital LLC | 0.02% | New | 8,351 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -31.9% | 7,811 | $936K |
| Raymond James Financial Inc. | 0.00% | Add +99.4% | 6,116 | $733K |
| Maltin Wealth Management, Inc. | 0.25% | Reduce -1.4% | 5,430 | $651K |
| Susquehanna International Group, LLP | 0.00% | New | 4,927 | $590K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 4,722 | $566K |
| Trueblood Wealth Management, LLC | 0.21% | Add +4.6% | 4,496 | $539K |
| Advisory Services Network, LLC | 0.01% | Add +5.2% | 4,178 | $501K |
| Pacific Sun Financial Corp | 0.21% | No change | 3,560 | $427K |
| Farther Finance Advisors, LLC | 0.00% | No change | 3,372 | $411K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.9% | 2,843 | $341K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -9.9% | 2,677 | $321K |
| Arax Advisory Partners | 0.01% | Reduce -4.9% | 2,639 | $316K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -17.7% | 2,412 | $289K |
| Genesee Capital Advisors, LLC | 0.12% | New | 2,407 | $288K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.4% | 2,230 | $267K |
| Cetera Investment Advisers | 0.00% | Add +2.2% | 1,934 | $232K |
| Mason Investment Advisory Services, Inc. | 0.01% | Add +0.1% | 1,931 | $231K |
| Jones Financial Companies LLLP | 0.00% | Add +115.1% | 1,071 | $123K |
| PDS Planning, Inc | 0.01% | New | 983 | $118K |
| AE Wealth Management LLC | 0.00% | New | 768 | $92K |
| UBS Group AG | 0.00% | Reduce -15.1% | 596 | $71K |
| Bellevue Asset Management, LLC | 0.02% | No change | 338 | $41K |
| Sound Income Strategies, LLC | 0.00% | No change | 300 | $37K |
| EPG Wealth Management LLC | 0.01% | No change | 213 | $25K |
| FMR LLC | 0.00% | Add +9.8% | 179 | $21K |
| Horizon Bancorp Inc. | 0.01% | No change | 157 | $19K |
| Sankala Group LLC | 0.01% | Reduce -43.1% | 119 | $14K |
| MTM Investment Management, LLC | 0.00% | No change | 87 | $10K |
| Allworth Financial LP | 0.00% | No change | 82 | $10K |
| Register Financial Advisors LLC | 0.00% | No change | 7 | $839 |
| Wells Fargo & Company | 0.00% | Reduce -100.0% | 1 | $104 |
"% of holder's portfolio" is PYZ's weight in each manager's 13F, not the share of Invesco Dorsey Wright Basic the manager owns.