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

$91.55 -0.01 (-0.01%)
As of 01/30/2025 04:00 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)
3
Total
Institutional Inflows
(last 12 months)
$1.16M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$6.61M
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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
11/13/2024Transamerica Financial Advisors Inc.888$86K0.0%-36.5%0.141%
10/24/2024 Horizon Bancorp Inc. IN509$49K0.0%-17.5%0.081%
8/21/2024Truist 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%
4/30/2024Commonwealth 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%
2/15/2024Concentric 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%
2/8/2024Pacific Sun Financial Corp4,600$394K0.2%-5.7%0.568%
2/2/2024Truist Financial Corp26,804$2.29M0.0%-0.6%3.269%
1/30/2024 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%
11/20/2023 Silver 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%
11/8/2023 Janney Montgomery Scott LLC75,665$5.94M0.0%+1.8%5.523%
11/3/2023Private Advisor Group LLC2,971$233K0.0%-27.8%0.208%
11/1/2023 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%
10/23/2023Commonwealth 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%
8/10/2023Private 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%
8/3/2023 Maltin Wealth Management Inc.4,049$347K0.1%+11.5%0.225%
8/3/2023Scotia Capital Inc.5,999$514K0.0%+9.7%0.333%
8/2/2023 Silver Oak Securities Incorporated9,528$817K0.1%+21.6%0.529%
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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%
7/27/2023 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%
7/13/2023Cambridge 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%
5/5/2023 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%
4/14/2023Raymond 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%
2/17/2023 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%
2/13/2023Concentric 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%
2/9/2023HighTower Advisors LLC214,907$16.99M0.0%-3.9%11.492%
2/8/2023Raymond James Financial Services Advisors Inc.23,174$1.83M0.0%+6.2%1.239%
2/8/2023Raymond James & Associates26,607$2.10M0.0%+12.0%1.423%
2/8/2023UBS Group AG42,411$3.35M0.0%+9.1%2.268%
2/8/2023Cambridge Investment Research Advisors Inc.24,548$1.94M0.0%-1.4%1.313%
2/7/2023LPL Financial LLC45,601$3.61M0.0%-4.2%2.439%
2/7/2023Envestnet 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%
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2/1/2023SPC Financial Inc.6,880$544K0.1%N/A0.368%
2/1/2023 SFG Wealth Management LLC.2,773$219K0.3%N/A0.148%
1/27/2023PDS Planning Inc1,931$153K0.0%-6.2%0.103%
1/20/2023 Genesee Capital Advisors LLC11,812$934K0.7%N/A0.628%
1/18/2023Private 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%
11/15/2022EPG Wealth Management LLC375$26K0.0%N/A0.026%
11/14/2022Pacific Sun Financial Corp5,245$366K0.3%-4.5%0.377%
11/10/2022Tower Research Capital LLC TRC13,494$942K0.0%+13.6%0.971%
11/10/2022UBS Group AG38,873$2.72M0.0%-31.5%2.797%
(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, 37 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 ($2.33M), 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 32 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 ($71.69K), HighTower Advisors LLC ($43.98K), LPL Financial LLC ($39.99K), Fulcrum Equity Management ($27.68K), Legacy Capital Group California Inc. ($16.84K), Consolidated Planning Corp ($13.98K), and IMC Chicago LLC ($11.42K).

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

Institutional investors have bought a total of 313,381 shares in the last 24 months. This purchase volume represents approximately $48.16M in transactions.

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

Of the 23 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 ($72.99K), LPL Financial LLC ($36.25K), Raymond James & Associates ($27.97K), Cambridge Investment Research Advisors Inc. ($13.41K), HighTower Advisors LLC ($8.77K), Private Advisor Group LLC ($6.14K), and Raymond James Financial Services Advisors Inc. ($5.70K).

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

Institutional investors have sold a total of 192,416 shares in the last 24 months. This volume of shares sold represents approximately $18.32M in transactions.


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This page (NASDAQ:PYZ) was last updated on 1/31/2025 by MarketBeat.com Staff
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