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PYZ Institutional Ownership

Invesco Dorsey Wright Basic Materials Momentum ETF
1W: -1.0% 1M: -8.3% 3M: -6.9% YTD: +1.9% 1Y: +8.6% 3Y: +51.0% 5Y: +40.7%
$114.93
+1.60 (+1.41%)
 
Weekly Expected Move ±2.4%
$109 $112 $115 $118 $121
ETF NASDAQ · AUM $70.1M

Institutional Ownership — PYZ

44
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
23M
Total Invested
4
New Positions
8
Increased
22
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (49 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 33,174 $4M -3,515 -9.6% 33Q SEC ↗
2 MORGAN STANLEY 22,706 $3M +472 +2.1% 33Q SEC ↗
3 NewEdge Advisors, LLC 22,269 $3M +333 +1.5% 2Q SEC ↗
4 GOLDMAN SACHS GROUP INC 16,070 $2M +8,259 +105.7% 15Q SEC ↗
5 ENVESTNET ASSET MANAGEMENT INC 10,313 $1M -5,459 -34.6% 32Q SEC ↗
6 CITADEL ADVISORS LLC NEW 9,053 $1M — +0.0% 1Q SEC ↗
7 MAI Capital Management 7,725 $888K -2,000 -20.6% 7Q SEC ↗
8 Cambridge Investment Research Advisors 6,552 $753K -2,537 -27.9% 33Q SEC ↗
9 RAYMOND JAMES FINANCIAL INC 6,070 $698K -46 -0.8% 3Q SEC ↗
10 Maltin Wealth Management, Inc. 5,536 $636K +106 +2.0% 15Q SEC ↗
11 Trueblood Wealth Management, LLC 4,570 $525K +74 +1.6% 6Q SEC ↗
12 TWO SIGMA INVESTMENTS, LP NEW 4,200 $483K — +0.0% 1Q SEC ↗
13 Pacific Sun Financial Corp 3,540 $407K -20 -0.6% 13Q SEC ↗
14 Farther Finance Advisors, LLC 3,368 $387K -4 -0.1% 6Q SEC ↗
15 Tower Research Capital LLC (TRC) 2,947 $339K -1,775 -37.6% 2Q SEC ↗
16 Octavia Wealth Advisors, LLC 2,648 $304K -29 -1.1% 23Q SEC ↗
17 Arax Advisory Partners 2,521 $290K -118 -4.5% 3Q SEC ↗
18 Genesee Capital Advisors, LLC 2,407 $277K — +0.0% 2Q SEC ↗
19 JONES FINANCIAL COMPANIES LLLP 2,240 $257K +1,169 +109.2% 4Q SEC ↗
20 COMMONWEALTH EQUITY SERVICES, LLC 2,234 $257K +4 +0.2% 33Q SEC ↗
21 OSAIC HOLDINGS, INC. 2,224 $256K -619 -21.8% 26Q SEC ↗
22 Cetera Investment Advisers 2,164 $249K +230 +11.9% 4Q SEC ↗
23 Mason Investment Advisory Services, In 1,912 $220K -19 -1.0% 4Q SEC ↗
24 PDS Planning, Inc 983 $113K — +0.0% 2Q SEC ↗
25 AE Wealth Management LLC 768 $88K — +0.0% 2Q SEC ↗
26 Transamerica Financial Advisors, LLC 709 $81K -109,169 -99.4% 18Q SEC ↗
27 UBS Group AG 562 $65K -34 -5.7% 33Q SEC ↗
28 BELLEVUE ASSET MANAGEMENT, LLC 338 $39K — +0.0% 27Q SEC ↗
29 10Elms LLP NEW 336 $39K — +0.0% 1Q SEC ↗
30 EPG Wealth Management LLC 213 $24K — +0.0% 16Q SEC ↗
31 FMR LLC 163 $19K -16 -8.9% 8Q SEC ↗
32 HORIZON BANCORP INC /IN 157 $18K — +0.0% 12Q SEC ↗
33 Sankala Group LLC 103 $12K -16 -13.4% 3Q SEC ↗
34 ASSETMARK, INC NEW 101 $12K — +0.0% 1Q SEC ↗
35 MTM Investment Management, LLC 87 $10K — +0.0% 20Q SEC ↗
36 Allworth Financial LP 82 $9K — +0.0% 33Q SEC ↗
37 Register Financial Advisors LLC 7 $1K — +0.0% 11Q SEC ↗
38 WELLS FARGO & COMPANY/MN 1 $0K — +0.0% 33Q SEC ↗
39 ROYAL BANK OF CANADA 0 $0K -75 -100.0% 31Q SEC ↗
40 SILVER OAK SECURITIES, INCORPORATED 0 $0K -2,412 -100.0% 2Q SEC ↗
41 Janney Montgomery Scott LLC 0 $0K -47,370 -100.0% 2Q SEC ↗
42 AlphaCore Capital LLC 0 $0K -8,351 -100.0% 1Q SEC ↗
43 Advisory Services Network, LLC 0 $0K -4,178 -100.0% 2Q SEC ↗
44 Sound Income Strategies, LLC 0 $0K -300 -100.0% 2Q SEC ↗
45 MCGUIRE CAPITAL ADVISORS INC 0 $0K -40 -100.0% 1Q SEC ↗
46 Kestra Advisory Services, LLC 0 $0K -671 -100.0% 1Q SEC ↗
47 Darwin Wealth Management, LLC 0 $0K -285 -100.0% 1Q SEC ↗
48 Laurel Wealth Advisors LLC 0 $0K -716 -100.0% 1Q SEC ↗
49 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 $0K -4,927 -100.0% 1Q SEC ↗

Recent Activity

Biggest Increases (8)
HolderAddedChange %Total Shares
GOLDMAN SACHS GROUP INC +8,259 +105.7% 16,070
JONES FINANCIAL COMPANIES LLLP +1,169 +109.2% 2,240
MORGAN STANLEY +472 +2.1% 22,706
NewEdge Advisors, LLC +333 +1.5% 22,269
Cetera Investment Advisers +230 +11.9% 2,164
Maltin Wealth Management, Inc. +106 +2.0% 5,536
Trueblood Wealth Management, LLC +74 +1.6% 4,570
COMMONWEALTH EQUITY SERVICES, LLC +4 +0.2% 2,234
Biggest Decreases (16)
HolderReducedChange %Total Shares
Transamerica Financial Advisors, LL -109,169 -99.4% 709
ENVESTNET ASSET MANAGEMENT INC -5,459 -34.6% 10,313
LPL Financial LLC -3,515 -9.6% 33,174
Cambridge Investment Research Advis -2,537 -27.9% 6,552
MAI Capital Management -2,000 -20.6% 7,725
Tower Research Capital LLC (TRC) -1,775 -37.6% 2,947
OSAIC HOLDINGS, INC. -619 -21.8% 2,224
Arax Advisory Partners -118 -4.5% 2,521
RAYMOND JAMES FINANCIAL INC -46 -0.8% 6,070
UBS Group AG -34 -5.7% 562
Octavia Wealth Advisors, LLC -29 -1.1% 2,648
Pacific Sun Financial Corp -20 -0.6% 3,540
Mason Investment Advisory Services, -19 -1.0% 1,912
FMR LLC -16 -8.9% 163
Sankala Group LLC -16 -13.4% 103
Farther Finance Advisors, LLC -4 -0.1% 3,368

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms