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

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$92.25
+0.83 (+0.91%)
(As of 05/31/2024 ET)
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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)
20
Total
Institutional Inflows
(last 12 months)
$3.92M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$14.33M
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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
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%
2/15/2024 Concentric 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%
1/16/2024 Raymond James & Associates2,379$204K0.0%-91.8%0.290%
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%
10/24/2023 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%
8/4/2023 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%
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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%
5/11/2023 Scotia Capital Inc.5,471$465K0.0%N/A0.286%
5/11/2023 Concentric 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%
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%
2/13/2023 Concentric 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%
2/8/2023 UBS 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%
2/7/2023 LPL Financial LLC45,601$3.61M0.0%-4.2%2.439%
2/7/2023 Envestnet Asset Management Inc.15,162$1.20M0.0%+1.5%0.811%
2/2/2023 Silver 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%
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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%
11/15/2022 EPG Wealth Management LLC375$26K0.0%N/A0.026%
11/14/2022 Pacific Sun Financial Corp5,245$366K0.3%-4.5%0.377%
11/10/2022 Tower Research Capital LLC TRC13,494$942K0.0%+13.6%0.971%
11/10/2022 UBS 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%
10/26/2022 Truist 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, 40 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), LPL Financial LLC ($4.03M), UBS Group AG ($2.75M), Fulcrum Equity Management ($2.35M), Truist Financial Corp ($2.29M), Raymond James Financial Services Advisors Inc. ($1.44M), and Legacy Capital Group California Inc. ($1.43M).Learn more on PYZ's institutional investors.

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

Of the 36 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: Janney Montgomery Scott LLC ($80.39K), HighTower Advisors LLC ($43.98K), LPL Financial LLC ($39.99K), Private Advisor Group LLC ($38.97K), Consolidated Planning Corp ($35.84K), Fulcrum Equity Management ($27.68K), and IMC Chicago LLC ($21.87K).

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

Institutional investors have bought a total of 428,628 shares in the last 24 months. This purchase volume represents approximately $65.37M 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.


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This page (NASDAQ:PYZ) was last updated on 6/1/2024 by MarketBeat.com Staff

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