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

Invesco Dorsey Wright Basic Materials Momentum ETF logo
$118.06 +1.40 (+1.20%)
As of 03:10 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
30
Total
Institutional Inflows
(last 12 months)
$42.74M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.53M
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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
9/9/2026 Integrated Wealth Concepts LLC41,374$5.21M0.0%N/A6.783%
9/9/2026 NewEdge Advisors LLC22,269$2.80M0.0%+1.5%3.651%
9/2/2026 Citadel Advisors LLC9,053$1.14M0.0%N/A1.484%
8/25/2026 Tobias Financial Advisors Inc.13,465$1.69M0.2%N/A2.207%
8/24/2026 Serenity Investment Advisors1,550$195K0.1%N/A0.254%
8/22/2026 Concurrent Investment Advisors LLC7,201$906K0.0%N/A1.180%
8/21/2026 Integrity Financial Corp WA1,196$151K0.1%N/A0.196%
8/21/2026 Paragon Private Wealth Management LLC2,834$357K0.1%N/A0.465%
8/21/2026 Alamar Capital Management LLC2,250$283K0.1%N/A0.369%
8/21/2026 Firestone Capital Management33,487$4.21M0.8%N/A5.490%
8/21/2026 Beacon Financial Advisory LLC4,925$620K0.1%N/A0.807%
8/21/2026 Secure Asset Management LLC7,773$978K0.1%N/A1.274%
8/21/2026 Investors Research Corp13,048$1.64M0.3%N/A2.139%
8/20/2026 First PREMIER Bank670$84K0.0%N/A0.110%
8/20/2026 Rehmann Capital Advisory Group1,581$199K0.0%N/A0.259%
8/20/2026 JNBA Financial Advisors13,332$1.68M0.1%N/A2.186%
6/3/2026 NewEdge Advisors LLC21,936$2.63M0.0%N/A2.742%
4/22/2026 Janney Montgomery Scott LLC47,370$5.68M0.0%+11.2%5.921%
4/21/2026 Silver Oak Securities Incorporated2,412$289K0.0%-17.7%0.302%
2/17/2026 Cetera Investment Advisers1,893$209K0.0%-19.5%0.252%
2/17/2026 Osaic Holdings Inc.2,957$326K0.0%-9.6%0.394%
2/17/2026 Advisory Services Network LLC3,971$437K0.0%N/A0.529%
2/16/2026 Arax Advisory Partners2,774$306K0.0%N/A0.370%
2/13/2026 Kestra Advisory Services LLC671$74K0.0%N/A0.089%
2/13/2026 Transamerica Financial Advisors LLC118,401$13.04M1.1%+68,339.9%15.787%
2/13/2026 Wells Fargo & Company MN3,720$410K0.0%-34.9%0.496%
2/11/2026 Janney Montgomery Scott LLC42,592$4.69M0.0%N/A5.679%
2/11/2026 LPL Financial LLC17,218$1.90M0.0%+24.2%2.296%
2/10/2026 Goldman Sachs Group Inc.11,469$1.26M0.0%-46.8%1.529%
2/5/2026 Pacific Sun Financial Corp3,560$392K0.2%-4.0%0.475%
1/30/2026 Laurel Wealth Advisors LLC716$79K0.0%N/A0.095%
1/22/2026 Darwin Wealth Management LLC285$31K0.0%N/A0.039%
1/21/2026 Sound Income Strategies LLC300$33K0.0%N/A0.041%
1/21/2026 Trueblood Wealth Management LLC4,299$474K0.2%+3.9%0.581%
1/15/2026 Maltin Wealth Management Inc.5,508$607K0.2%+2.6%0.744%
1/15/2026 Silver Oak Securities Incorporated2,932$326K0.0%N/A0.396%
11/17/2025 Susquehanna International Group LLP5,164$547K0.0%N/A0.993%
11/13/2025 Pacific Sun Financial Corp3,710$393K0.2%-2.9%0.713%
11/12/2025 Mason Investment Advisory Services Inc.1,926$204K0.0%N/A0.370%
11/10/2025 MAI Capital Management9,725$1.03M0.0%-2.0%1.870%
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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%
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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%


PYZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 institutional investors and hedge funds held shares of Invesco Dorsey Wright Basic Materials Momentum ETF. The most heavily invested institutionals were Transamerica Financial Advisors LLC ($13.04M), Janney Montgomery Scott LLC ($5.68M), Integrated Wealth Concepts LLC ($5.21M), Firestone Capital Management ($4.21M), NewEdge Advisors LLC ($2.80M), LPL Financial LLC ($1.90M), and IMC Chicago LLC ($1.78M).Learn more on Invesco Dorsey Wright Basic Materials Momentum ETF's institutional investors.

Of the 34 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: Transamerica Financial Advisors LLC ($118.23K), Laurel Wealth Advisors LLC ($66.46K), Janney Montgomery Scott LLC ($47.37K), Integrated Wealth Concepts LLC ($41.37K), Firestone Capital Management ($33.49K), NewEdge Advisors LLC ($22.27K), and IMC Chicago LLC ($21.04K).

Institutional investors have bought a total of 364,002 shares in the last 24 months. This purchase volume represents approximately $42.74M in transactions.

The following institutional investors have sold Invesco Dorsey Wright Basic Materials Momentum ETF stock in the last 24 months: Goldman Sachs Group Inc. ($10.10K), Wells Fargo & Company MN ($1.99K), Silver Oak Securities Incorporated ($520.00), Cetera Investment Advisers ($458.00), Osaic Holdings Inc. ($313.00), Pacific Sun Financial Corp ($260.00), and MAI Capital Management ($200.00).

Institutional investors have sold a total of 13,838 shares in the last 24 months. This volume of shares sold represents approximately $1.53M in transactions.


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Institutional ownership data for NASDAQ:PYZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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