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

$107.27 +0.79 (+0.74%)
As of 12:30 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%
5/16/2025Goldman Sachs Group Inc.16,153$1.37M0.0%-70.2%2.834%
5/7/2025LPL Financial LLC19,524$1.66M0.0%-8.0%3.486%
4/29/2025Envestnet Asset Management Inc.8,157$691K0.0%-9.2%1.431%
4/22/2025Cambridge Investment Research Advisors Inc.7,665$650K0.0%+2.0%1.345%
4/15/2025Trueblood Wealth Management LLC3,845$326K0.2%N/A0.675%
4/14/2025Octavia Wealth Advisors LLC2,971$252K0.0%-4.7%0.521%
4/14/2025Farther Finance Advisors LLC3,325$282K0.0%N/A0.583%
4/14/2025IMC Chicago LLC21,036$1.78M0.0%N/A3.691%
4/10/2025Maltin Wealth Management Inc.5,563$472K0.2%+5.4%0.976%
2/17/2025Citadel Advisors LLC4,457$387K0.0%-41.9%0.768%
2/14/2025Tower Research Capital LLC TRC5,035$437K0.0%-17.5%0.868%
2/13/2025Envestnet Asset Management Inc.8,981$779K0.0%-9.8%1.548%
2/11/2025LPL Financial LLC21,217$1.84M0.0%+52.1%3.658%
2/10/2025Commonwealth Equity Services LLC5,440$472K0.0%-8.2%0.938%
11/13/2024Transamerica Financial Advisors Inc.888$86K0.0%-36.5%0.141%
10/24/2024Horizon Bancorp Inc. IN509$49K0.0%-17.5%0.081%
8/21/2024Truist Financial Corp26,591$2.33M0.0%+2.5%3.910%
7/12/2024Maltin Wealth Management Inc.5,250$459K0.2%+4.3%0.761%
5/1/2024Janney Montgomery Scott LLC2,678$249K0.0%-82.6%0.362%
4/30/2024Commonwealth Equity Services LLC6,009$558K0.0%-20.9%0.812%
4/16/2024Maltin Wealth Management Inc.5,034$468K0.3%+6.2%0.671%
4/13/2024IMC 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%
2/8/2024Janney Montgomery Scott LLC15,414$1.32M0.0%-79.6%1.903%
2/8/2024Pacific Sun Financial Corp4,600$394K0.2%-5.7%0.568%
2/2/2024Truist Financial Corp26,804$2.29M0.0%-0.6%3.269%
1/30/2024Octavia Wealth Advisors LLC3,152$270K0.0%-7.0%0.384%
1/19/2024Fifth Third Bancorp568$49K0.0%N/A0.069%
1/18/2024Maltin Wealth Management Inc.4,740$405K0.3%-4.2%0.578%
1/16/2024Raymond 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%
11/9/2023SPC Financial Inc.8,321$654K0.1%+5.7%0.607%
11/9/2023UBS Group AG35,012$2.75M0.0%-13.6%2.556%
11/8/2023HighTower Advisors LLC269,109$21.14M0.0%+0.8%19.643%
11/8/2023Janney Montgomery Scott LLC75,665$5.94M0.0%+1.8%5.523%
11/3/2023Private Advisor Group LLC2,971$233K0.0%-27.8%0.208%
11/1/2023Nilsine Partners LLC15,173$1.19M0.2%+1.5%1.061%
10/30/2023Octavia Wealth Advisors LLC3,389$266K0.1%+6.1%0.237%
10/24/2023Horizon 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%
10/23/2023Commonwealth Equity Services LLC9,067$712K0.0%-14.9%0.515%
10/11/2023Maltin Wealth Management Inc.4,948$389K0.3%+22.2%0.278%
8/10/2023Private 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%
8/3/2023SPC Financial Inc.7,876$675K0.1%+9.9%0.438%
8/3/2023Maltin 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%
7/27/2023Western Financial Corp CA3,816$327K0.2%+5.2%0.211%
7/26/2023Janney 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%
7/21/2023Nilsine Partners LLC14,947$1.28M0.2%-1.4%0.826%
7/17/2023Wealthcare Advisory Partners LLC13,184$1.13M0.1%+1.4%0.728%
7/17/2023GPS Wealth Strategies Group LLC751$64K0.0%-49.9%0.041%
7/17/2023Genesee Capital Advisors LLC13,078$1.12M0.8%+17.9%0.723%
7/13/2023Cambridge Investment Research Advisors Inc.13,417$1.15M0.0%-49.3%0.737%
7/12/2023Pacific Sun Financial Corp5,160$439K0.3%N/A0.284%
5/12/2023HighTower Advisors LLC256,668$21.80M0.0%+19.4%13.438%
5/11/2023Cambridge Investment Research Advisors Inc.26,477$2.25M0.0%+7.9%1.386%
5/11/2023Legacy 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%
5/10/2023Private Advisor Group LLC9,112$775K0.0%N/A0.477%
5/10/2023LPL Financial LLC85,587$7.28M0.0%+87.7%4.481%
5/9/2023SPC 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%
5/4/2023Wealthcare Advisory Partners LLC13,005$1.11M0.0%+13.4%0.681%
4/28/2023Ameritas Advisory Services LLC705$59K0.0%N/A0.037%
4/28/2023Janney Montgomery Scott LLC65,634$5.58M0.0%+11.4%3.436%
4/20/2023Hennion & Walsh Asset Management Inc.5,050$429K0.0%+59.3%0.264%
4/20/2023Octavia Wealth Advisors LLC3,257$277K0.1%-7.5%0.171%
4/20/2023Maltin Wealth Management Inc.3,633$309K0.2%+14.4%0.190%
4/20/2023Western Financial Corp CA3,628$308K0.2%N/A0.190%
4/19/2023MinichMacGregor Wealth Management LLC3,732$317K0.1%-5.2%0.195%
4/18/2023Genesee Capital Advisors LLC11,096$943K0.7%-6.1%0.581%
4/17/2023GPS 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%
4/6/2023Fulcrum Equity Management27,678$2.35M2.2%N/A1.480%
2/17/2023Maltin 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 9/23/2025 by MarketBeat.com Staff
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