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

$103.14 -0.67 (-0.65%)
Closing price 03:55 PM Eastern
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$103.16 +0.03 (+0.02%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco Dorsey Wright Basic Materials Momentum ETF (NASDAQ:PYZ)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$9.21M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$7.61M
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PYZ Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Tower Research Capital LLC TRC 3,000$279K0.0%-50.9%0.566%
8/14/2025 Raymond James Financial Inc.365$34K0.0%N/A0.069%
8/12/2025 Laurel Wealth Advisors LLC66,464$6.17M0.0%+9,182.7%12.540%
8/12/2025 MAI Capital Management9,925$922K0.0%-1.7%1.873%
8/6/2025 Maltin Wealth Management Inc.5,359$498K0.2%-3.7%1.011%
8/1/2025 Envestnet Asset Management Inc.8,004$743K0.0%-1.9%1.510%
7/30/2025 Pacific Sun Financial Corp3,820$354K0.2%-11.2%0.721%
7/23/2025 Trueblood Wealth Management LLC4,130$384K0.2%+7.4%0.779%
6/27/2025 Goldman Sachs Group Inc.16,153$1.37M0.0%-70.2%2.834%
5/16/2025 Goldman Sachs Group Inc.16,153$1.37M0.0%-70.2%2.834%
5/7/2025 LPL Financial LLC19,524$1.66M0.0%-8.0%3.486%
4/29/2025 Envestnet Asset Management Inc.8,157$691K0.0%-9.2%1.431%
4/22/2025 Cambridge Investment Research Advisors Inc.7,665$650K0.0%+2.0%1.345%
4/15/2025 Trueblood Wealth Management LLC3,845$326K0.2%N/A0.675%
4/14/2025 Octavia Wealth Advisors LLC2,971$252K0.0%-4.7%0.521%
4/14/2025 Farther Finance Advisors LLC3,325$282K0.0%N/A0.583%
4/14/2025 IMC Chicago LLC21,036$1.78M0.0%N/A3.691%
4/10/2025 Maltin Wealth Management Inc.5,563$472K0.2%+5.4%0.976%
2/17/2025 Citadel Advisors LLC4,457$387K0.0%-41.9%0.768%
2/14/2025 Tower Research Capital LLC TRC5,035$437K0.0%-17.5%0.868%
2/13/2025 Envestnet Asset Management Inc.8,981$779K0.0%-9.8%1.548%
2/11/2025 LPL Financial LLC21,217$1.84M0.0%+52.1%3.658%
2/10/2025 Commonwealth Equity Services LLC5,440$472K0.0%-8.2%0.938%
11/13/2024 Transamerica Financial Advisors Inc.888$86K0.0%-36.5%0.141%
10/24/2024 Horizon Bancorp Inc. IN509$49K0.0%-17.5%0.081%
8/21/2024 Truist Financial Corp26,591$2.33M0.0%+2.5%3.910%
7/12/2024 Maltin Wealth Management Inc.5,250$459K0.2%+4.3%0.761%
5/1/2024 Janney Montgomery Scott LLC2,678$249K0.0%-82.6%0.362%
4/30/2024 Commonwealth 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%
4/11/2024SignalPoint 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%
2/2/2024 Truist 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%
1/16/2024Raymond James & Associates2,379$204K0.0%-91.8%0.290%
Trump set to Boost Social Security Checks by 400%? (Ad)

If you're collecting or planning to collect social security... You should see this presentation about President Trump's Executive Order #14196. Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse... But BOOST benefits for millions of retirees by up to 400%. No wonder the financial times called this new initiative...tc pixel

Click here to see the details because the stakes couldn't be any higher.
11/20/2023 Silver Oak Securities Incorporated8,906$700K0.1%-6.5%0.650%
11/15/2023 Scotia Capital Inc.6,177$485K0.0%+3.0%0.451%
11/14/2023 Tower Research Capital LLC TRC7,046$553K0.0%+43.4%0.514%
11/13/2023 LPL Financial LLC51,337$4.03M0.0%-17.3%3.747%
11/9/2023 SPC Financial Inc.8,321$654K0.1%+5.7%0.607%
11/9/2023 UBS 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%
10/24/2023Raymond James Financial Services Advisors Inc.18,265$1.44M0.0%+2.4%1.038%
10/24/2023Raymond James & Associates28,977$2.28M0.0%-4.5%1.646%
10/23/2023 Commonwealth 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%
8/8/2023 Prospera Financial Services Inc2,903$249K0.0%N/A0.161%
8/4/2023 Envestnet 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%
8/3/2023 Scotia Capital Inc.5,999$514K0.0%+9.7%0.333%
8/2/2023 Silver Oak Securities Incorporated9,528$817K0.1%+21.6%0.529%
8/1/2023 Truist Financial Corp26,441$2.27M0.0%+0.8%1.469%
7/31/2023 LPL 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%
7/25/2023Raymond James Financial Services Advisors Inc.17,831$1.53M0.0%+2.0%0.985%
7/25/2023Raymond 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%
5/11/2023 Scotia 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%
5/10/2023 LPL Financial LLC85,587$7.28M0.0%+87.7%4.481%
5/9/2023 SPC Financial Inc.7,166$609K0.1%+4.2%0.375%
5/9/2023 Tower Research Capital LLC TRC6,843$582K0.0%+16.0%0.358%
5/5/2023 Truist Financial Corp26,221$2.23M0.0%-17.0%1.373%
5/5/2023 Silver 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%
4/28/2023 Ameritas 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%
Trump set to Boost Social Security Checks by 400%? (Ad)

If you're collecting or planning to collect social security... You should see this presentation about President Trump's Executive Order #14196. Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse... But BOOST benefits for millions of retirees by up to 400%. No wonder the financial times called this new initiative...tc pixel

Click here to see the details because the stakes couldn't be any higher.
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%
4/14/2023Raymond James Financial Services Advisors Inc.17,473$1.49M0.0%-24.6%0.915%
4/14/2023Raymond 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%
(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, 32 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), Laurel Wealth Advisors LLC ($6.17M), UBS Group AG ($2.75M), Truist Financial Corp ($2.33M), IMC Chicago LLC ($1.78M), LPL Financial LLC ($1.66M), and Raymond James Financial Services Advisors Inc. ($1.44M).Learn more on Invesco Dorsey Wright Basic Materials Momentum ETF's institutional investors.

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

Of the 19 institutional investors that purchased Invesco Dorsey Wright Basic Materials Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Laurel Wealth Advisors LLC ($65.75K), IMC Chicago LLC ($32.45K), LPL Financial LLC ($7.27K), Trueblood Wealth Management LLC ($4.13K), Farther Finance Advisors LLC ($3.33K), HighTower Advisors LLC ($2.22K), and Tower Research Capital LLC TRC ($2.13K).

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

Institutional investors have bought a total of 102,305 shares in the last 24 months. This purchase volume represents approximately $9.21M in transactions.

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

Of the 12 institutional investors that sold Invesco Dorsey Wright Basic Materials Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($76.03K), Tower Research Capital LLC TRC ($4.18K), Citadel Advisors LLC ($3.21K), Envestnet Asset Management Inc. ($1.95K), LPL Financial LLC ($1.69K), Transamerica Financial Advisors Inc. ($511.00), and Commonwealth Equity Services LLC ($489.00).

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

Institutional investors have sold a total of 89,180 shares in the last 24 months. This volume of shares sold represents approximately $7.61M in transactions.


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This page (NASDAQ:PYZ) was last updated on 9/2/2025 by MarketBeat.com Staff
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