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

Invesco Dorsey Wright Basic Materials Momentum ETF logo
$125.40 -0.44 (-0.35%)
As of 11:26 AM 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)
16
Total
Institutional Inflows
(last 12 months)
$29.52M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.91M
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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
6/3/2026NewEdge Advisors LLC21,936$2.63M0.0%N/A2.742%
4/22/2026Janney Montgomery Scott LLC47,370$5.68M0.0%+11.2%5.921%
4/21/2026Silver Oak Securities Incorporated2,412$289K0.0%-17.7%0.302%
2/17/2026Cetera Investment Advisers1,893$209K0.0%-19.5%0.252%
2/17/2026Osaic Holdings Inc.2,957$326K0.0%-9.6%0.394%
2/17/2026Advisory Services Network LLC3,971$437K0.0%N/A0.529%
2/16/2026Arax Advisory Partners2,774$306K0.0%N/A0.370%
2/13/2026Kestra Advisory Services LLC671$74K0.0%N/A0.089%
2/13/2026Transamerica Financial Advisors LLC118,401$13.04M1.1%+68,339.9%15.787%
2/13/2026Wells Fargo & Company MN3,720$410K0.0%-34.9%0.496%
2/11/2026Janney Montgomery Scott LLC42,592$4.69M0.0%N/A5.679%
2/11/2026LPL Financial LLC17,218$1.90M0.0%+24.2%2.296%
2/10/2026Goldman Sachs Group Inc.11,469$1.26M0.0%-46.8%1.529%
2/5/2026Pacific Sun Financial Corp3,560$392K0.2%-4.0%0.475%
1/30/2026Laurel Wealth Advisors LLC716$79K0.0%N/A0.095%
1/22/2026Darwin Wealth Management LLC285$31K0.0%N/A0.039%
1/21/2026Sound Income Strategies LLC300$33K0.0%N/A0.041%
1/21/2026Trueblood Wealth Management LLC4,299$474K0.2%+3.9%0.581%
1/15/2026Maltin Wealth Management Inc.5,508$607K0.2%+2.6%0.744%
1/15/2026Silver Oak Securities Incorporated2,932$326K0.0%N/A0.396%
11/17/2025Susquehanna International Group LLP5,164$547K0.0%N/A0.993%
11/13/2025Pacific Sun Financial Corp3,710$393K0.2%-2.9%0.713%
11/12/2025Mason Investment Advisory Services Inc.1,926$204K0.0%N/A0.370%
11/10/2025MAI Capital Management9,725$1.03M0.0%-2.0%1.870%
8/15/2025Tower Research Capital LLC TRC 3,000$279K0.0%-50.9%0.566%
8/14/2025Raymond James Financial Inc.365$34K0.0%N/A0.069%
8/12/2025Laurel Wealth Advisors LLC66,464$6.17M0.0%+9,182.7%12.540%
8/12/2025MAI Capital Management9,925$922K0.0%-1.7%1.873%
8/6/2025Maltin Wealth Management Inc.5,359$498K0.2%-3.7%1.011%
8/1/2025Envestnet Asset Management Inc.8,004$743K0.0%-1.9%1.510%
7/30/2025Pacific Sun Financial Corp3,820$354K0.2%-11.2%0.721%
7/23/2025Trueblood Wealth Management LLC4,130$384K0.2%+7.4%0.779%
6/27/2025Goldman 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%
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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%
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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%


PYZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 33 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), NewEdge Advisors LLC ($2.63M), Truist Financial Corp ($2.33M), LPL Financial LLC ($1.90M), IMC Chicago LLC ($1.78M), and Goldman Sachs Group Inc. ($1.26M).Learn more on Invesco Dorsey Wright Basic Materials Momentum ETF's institutional investors.

Of the 20 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), NewEdge Advisors LLC ($21.94K), IMC Chicago LLC ($21.04K), LPL Financial LLC ($10.62K), and Susquehanna International Group LLP ($5.16K).

Institutional investors have bought a total of 276,328 shares in the last 24 months. This purchase volume represents approximately $29.52M in transactions.

Of the 10 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. ($10.10K), Tower Research Capital LLC TRC ($3.11K), Wells Fargo & Company MN ($1.99K), Pacific Sun Financial Corp ($740.00), Silver Oak Securities Incorporated ($520.00), Cetera Investment Advisers ($458.00), and MAI Capital Management ($375.00).

Institutional investors have sold a total of 17,961 shares in the last 24 months. This volume of shares sold represents approximately $1.91M in transactions.


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This page (NASDAQ:PYZ) was last updated on 7/1/2026 by MarketBeat.com Staff.
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