Free Trial

Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) Institutional Ownership

→ BREAKING – Pentagon to Spend $20 Billion on “Distributed AI” (From Behind the Markets) (Ad)
Free PYZ Stock Alerts
$91.96
+0.93 (+1.02%)
(As of 05/9/2024 ET)
Compare
Stock AnalysisChartDividendHeadlinesHoldingsOptions ChainOwnershipRatingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Basic Materials Momentum ETF (NASDAQ:PYZ)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$23.70M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$14.38M
Get PYZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Dorsey Wright Basic Materials Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

PYZ Institutional Buying and Selling by Quarter

Invesco Dorsey Wright Basic Materials Momentum ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024 Janney Montgomery Scott LLC2,678$249K0.0%-82.6%0.362%
4/30/2024Commonwealth Equity Services LLC6,009$558K0.0%-20.9%0.812%
4/16/2024 Maltin Wealth Management Inc.5,034$468K0.3%+6.2%0.671%
4/13/2024 IMC Chicago LLC11,416$1.06M0.0%N/A1.522%
4/11/2024 SignalPoint Asset Management LLC3,339$310K0.1%-3.8%0.445%
2/15/2024Concentric Wealth Management LLC10,300$881K0.3%-1.2%1.272%
2/8/2024 Janney Montgomery Scott LLC15,414$1.32M0.0%-79.6%1.903%
2/8/2024 Pacific Sun Financial Corp4,600$394K0.2%-5.7%0.568%
2/2/2024Truist Financial Corp26,804$2.29M0.0%-0.6%3.269%
1/30/2024 Octavia Wealth Advisors LLC3,152$270K0.0%-7.0%0.384%
1/19/2024 Fifth Third Bancorp568$49K0.0%N/A0.069%
1/18/2024 Maltin Wealth Management Inc.4,740$405K0.3%-4.2%0.578%
1/16/2024 Raymond James & Associates2,379$204K0.0%-91.8%0.290%
11/20/2023Silver Oak Securities Incorporated8,906$700K0.1%-6.5%0.650%
11/15/2023Scotia Capital Inc.6,177$485K0.0%+3.0%0.451%
11/14/2023Tower Research Capital LLC TRC7,046$553K0.0%+43.4%0.514%
11/13/2023LPL Financial LLC51,337$4.03M0.0%-17.3%3.747%
11/9/2023 SPC Financial Inc.8,321$654K0.1%+5.7%0.607%
11/9/2023UBS Group AG35,012$2.75M0.0%-13.6%2.556%
11/8/2023 HighTower Advisors LLC269,109$21.14M0.0%+0.8%19.643%
11/8/2023 Janney Montgomery Scott LLC75,665$5.94M0.0%+1.8%5.523%
11/3/2023 Private Advisor Group LLC2,971$233K0.0%-27.8%0.208%
11/1/2023 Nilsine Partners LLC15,173$1.19M0.2%+1.5%1.061%
10/30/2023 Octavia Wealth Advisors LLC3,389$266K0.1%+6.1%0.237%
10/24/2023 Horizon Bancorp Inc. IN756$59K0.0%N/A0.043%
10/24/2023 Raymond James Financial Services Advisors Inc.18,265$1.44M0.0%+2.4%1.038%
10/24/2023 Raymond James & Associates28,977$2.28M0.0%-4.5%1.646%
10/23/2023Commonwealth Equity Services LLC9,067$712K0.0%-14.9%0.515%
10/11/2023 Maltin Wealth Management Inc.4,948$389K0.3%+22.2%0.278%
8/10/2023 Private Advisor Group LLC4,115$353K0.0%-54.8%0.229%
8/8/2023Prospera Financial Services Inc2,903$249K0.0%N/A0.161%
8/4/2023Envestnet Asset Management Inc.13,031$1.12M0.0%-13.9%0.724%
8/3/2023 SPC Financial Inc.7,876$675K0.1%+9.9%0.438%
8/3/2023 Maltin Wealth Management Inc.4,049$347K0.1%+11.5%0.225%
8/3/2023Scotia Capital Inc.5,999$514K0.0%+9.7%0.333%
8/2/2023Silver Oak Securities Incorporated9,528$817K0.1%+21.6%0.529%
8/1/2023Truist Financial Corp26,441$2.27M0.0%+0.8%1.469%
7/31/2023LPL Financial LLC62,075$5.32M0.0%-27.5%3.449%
7/27/2023 Western Financial Corp CA3,816$327K0.2%+5.2%0.211%
7/26/2023 Janney Montgomery Scott LLC74,332$6.37M0.0%+13.3%4.107%
You need to know these two things about AI stocks ASAP… (Ad)

For 40 years, he's been known as one of the world's most bullish investors. Forbes even referred to him a "perma bull"... But he just shocked the world by issuing a massive bear warning about AI stocks.

Go here now for this breaking story.
7/25/2023 Raymond James Financial Services Advisors Inc.17,831$1.53M0.0%+2.0%0.985%
7/25/2023 Raymond James & Associates30,350$2.60M0.0%+4.6%1.677%
7/21/2023 Nilsine Partners LLC14,947$1.28M0.2%-1.4%0.826%
7/17/2023 Wealthcare Advisory Partners LLC13,184$1.13M0.1%+1.4%0.728%
7/17/2023 GPS Wealth Strategies Group LLC751$64K0.0%-49.9%0.041%
7/17/2023 Genesee Capital Advisors LLC13,078$1.12M0.8%+17.9%0.723%
7/13/2023 Cambridge Investment Research Advisors Inc.13,417$1.15M0.0%-49.3%0.737%
7/12/2023 Pacific Sun Financial Corp5,160$439K0.3%N/A0.284%
5/12/2023 HighTower Advisors LLC256,668$21.80M0.0%+19.4%13.438%
5/11/2023 Cambridge Investment Research Advisors Inc.26,477$2.25M0.0%+7.9%1.386%
5/11/2023 Legacy Capital Group California Inc.16,839$1.43M0.7%N/A0.882%
5/11/2023Scotia Capital Inc.5,471$465K0.0%N/A0.286%
5/11/2023Concentric Wealth Management LLC10,525$895K0.3%-2.5%0.551%
5/10/2023 Private Advisor Group LLC9,112$775K0.0%N/A0.477%
5/10/2023LPL Financial LLC85,587$7.28M0.0%+87.7%4.481%
5/9/2023 SPC Financial Inc.7,166$609K0.1%+4.2%0.375%
5/9/2023Tower Research Capital LLC TRC6,843$582K0.0%+16.0%0.358%
5/5/2023Truist Financial Corp26,221$2.23M0.0%-17.0%1.373%
5/5/2023Silver Oak Securities Incorporated7,837$670K0.1%+2.4%0.410%
5/4/2023 Wealthcare Advisory Partners LLC13,005$1.11M0.0%+13.4%0.681%
4/28/2023Ameritas Advisory Services LLC705$59K0.0%N/A0.037%
4/28/2023 Janney Montgomery Scott LLC65,634$5.58M0.0%+11.4%3.436%
4/20/2023 Hennion & Walsh Asset Management Inc.5,050$429K0.0%+59.3%0.264%
4/20/2023 Octavia Wealth Advisors LLC3,257$277K0.1%-7.5%0.171%
4/20/2023 Maltin Wealth Management Inc.3,633$309K0.2%+14.4%0.190%
4/20/2023 Western Financial Corp CA3,628$308K0.2%N/A0.190%
4/19/2023 MinichMacGregor Wealth Management LLC3,732$317K0.1%-5.2%0.195%
4/18/2023 Genesee Capital Advisors LLC11,096$943K0.7%-6.1%0.581%
4/17/2023 GPS Wealth Strategies Group LLC1,499$127K0.0%N/A0.078%
4/14/2023 Raymond James Financial Services Advisors Inc.17,473$1.49M0.0%-24.6%0.915%
4/14/2023 Raymond James & Associates29,016$2.47M0.0%+9.1%1.519%
4/6/2023 Fulcrum Equity Management27,678$2.35M2.2%N/A1.480%
2/17/2023 Maltin Wealth Management Inc.3,177$251K0.2%N/A0.170%
2/13/2023 Wealthcare Advisory Partners LLC11,471$907K0.0%+95.0%0.613%
2/13/2023Concentric Wealth Management LLC10,800$854K0.3%-2.3%0.578%
2/13/2023 Consolidated Planning Corp13,984$1.11M0.3%N/A0.748%
2/9/2023 Horizon Bancorp Inc. IN1,086$86K0.0%N/A0.058%
2/9/2023 HighTower Advisors LLC214,907$16.99M0.0%-3.9%11.492%
2/8/2023 Raymond James Financial Services Advisors Inc.23,174$1.83M0.0%+6.2%1.239%
2/8/2023 Raymond James & Associates26,607$2.10M0.0%+12.0%1.423%
2/8/2023UBS Group AG42,411$3.35M0.0%+9.1%2.268%
2/8/2023 Cambridge Investment Research Advisors Inc.24,548$1.94M0.0%-1.4%1.313%
2/7/2023LPL Financial LLC45,601$3.61M0.0%-4.2%2.439%
2/7/2023Envestnet Asset Management Inc.15,162$1.20M0.0%+1.5%0.811%
2/2/2023Silver Oak Securities Incorporated7,653$605K0.1%N/A0.409%
2/1/2023 Janney Montgomery Scott LLC58,895$4.66M0.0%+1,380.5%3.149%
2/1/2023 SPC Financial Inc.6,880$544K0.1%N/A0.368%
2/1/2023 SFG Wealth Management LLC.2,773$219K0.3%N/A0.148%
1/27/2023 PDS Planning Inc1,931$153K0.0%-6.2%0.103%
1/20/2023 Genesee Capital Advisors LLC11,812$934K0.7%N/A0.628%
The ONE AI Stock to own now. (It’s not Nvidia.) (Ad)

Don’t panic — you haven’t missed the boat on AI. In fact, it has barely launched. Sure, the early stages of this boom were big … But I believe the real wealth in AI has yet to be made …

Click here to see the presentation now.
1/18/2023 Private Advisor Group LLC34,983$329.47M0.0%+502.9%1.881%
1/12/2023 Hennion & Walsh Asset Management Inc.3,170$251K0.0%N/A0.170%
11/15/2022EPG Wealth Management LLC375$26K0.0%N/A0.026%
11/14/2022 Pacific Sun Financial Corp5,245$366K0.3%-4.5%0.377%
11/10/2022Tower Research Capital LLC TRC13,494$942K0.0%+13.6%0.971%
11/10/2022UBS Group AG38,873$2.72M0.0%-31.5%2.797%
11/8/2022 IMC Chicago LLC10,450$730K0.0%N/A0.752%
11/4/2022 CX Institutional4,790$334K0.0%N/A0.345%
10/26/2022Truist Financial Corp28,735$2.01M0.0%+2.5%2.067%
10/25/2022 Janney Montgomery Scott LLC3,978$278K0.0%-94.3%0.286%
(Data available from 1/1/2016 forward)

PYZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PYZ shares?

During the previous two years, 43 institutional investors and hedge funds held shares of Invesco Dorsey Wright Basic Materials Momentum ETF. The most heavily invested institutionals were HighTower Advisors LLC ($21.14M), Fortis Advisors LLC ($5.76M), LPL Financial LLC ($4.03M), UBS Group AG ($2.75M), Fulcrum Equity Management ($2.35M), Truist Financial Corp ($2.29M), and Raymond James Financial Services Advisors Inc. ($1.44M).Learn more on PYZ's institutional investors.

Which institutional investors have been buying Invesco Dorsey Wright Basic Materials Momentum ETF stock?

Of the 39 institutional investors that purchased Invesco Dorsey Wright Basic Materials Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fortis Advisors LLC ($89.02K), Janney Montgomery Scott LLC ($80.39K), Private Advisor Group LLC ($62.88K), Raymond James Financial Services Advisors Inc. ($49.42K), HighTower Advisors LLC ($48.16K), LPL Financial LLC ($39.99K), and Consolidated Planning Corp ($35.84K).

How much institutional buying is happening at Invesco Dorsey Wright Basic Materials Momentum ETF?

Institutional investors have bought a total of 618,179 shares in the last 24 months. This purchase volume represents approximately $102.81M in transactions.

Which Invesco Dorsey Wright Basic Materials Momentum ETF major shareholders have been selling company stock?

Of the 22 institutional investors that sold Invesco Dorsey Wright Basic Materials Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($138.38K), LPL Financial LLC ($36.25K), Private Advisor Group LLC ($35.72K), Raymond James & Associates ($27.97K), UBS Group AG ($23.85K), Cambridge Investment Research Advisors Inc. ($18.25K), and Raymond James Financial Services Advisors Inc. ($11.22K).

How much institutional selling is happening at Invesco Dorsey Wright Basic Materials Momentum ETF?

Institutional investors have sold a total of 318,550 shares in the last 24 months. This volume of shares sold represents approximately $35.99M in transactions.


Related Companies:
This page (NASDAQ:PYZ) was last updated on 5/10/2024 by MarketBeat.com Staff

From Our Partners
The Crypto 9-5 Escape Plan
Crypto 101 Media
Gold Set to EXPLODE!
Gold Safe Exchange
Charles Payne Demystifies Options
Unstoppable Prosperity
Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years
Banyan Hill Publishing
He Is Giving Away Bitcoin
Crypto Swap Profits
Shocking: One AI startup's revenue could surge 4,735%
Manward Press
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
[URGENT] DO NOT Touch These AI Stocks!
Weiss Ratings