INVESCO DORSEY WRIGHT DEVELO (PIZ) Institutional Ownership Changes & 13F Activity
INVESCO DORSEY WRIGHT DEVELO (PIZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Morgan Stanley, Raymond James Financial Inc, Citadel Advisors Llc, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +243,085 | +12.1% | 2,245,977 | $111.22M | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Sell | -3,572 | -14.7% | 20,766 | $1.03M | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Buy | +122,947 | +12.8% | 1,085,573 | $53.76M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -114,520 | -88.3% | 15,114 | $748.45K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +35,439 | +6.1% | 612,716 | $30.34M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +31,940 | +70.1% | 77,480 | $3.70M | Q1 2026 | May 15, 2026 |
| Gts Securities Llc | Sell | -28,817 | -79.4% | 7,492 | $371.00K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -19,239 | -43.9% | 24,539 | $1.22M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +2,993 | +5.5% | 57,196 | $2.80M | Q1 2026 | May 15, 2026 |
| Blueprint Investment Partners Llc | Buy | +2,917 | +8.6% | 36,704 | $1.82M | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management Lp | Buy | +1,925 | +17.0% | 13,279 | $657.58K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +1,138 | +8.1% | 15,210 | $753.22K | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +994 | +2.5% | 41,110 | $2.04M | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Buy | +132 | +0.6% | 22,936 | $1.14M | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Sell | -100 | -1.5% | 6,573 | $325.50K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Sell | -73 | -9.0% | 741 | $36.68K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +20 | — | 20 | $994.00 | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | Sell | -3 | -3.3% | 88 | $4.36K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +122,084 | +46.1% | 387,094 | $19.17M | Q1 2026 | May 14, 2026 |
| Greenline Wealth Management Llc | Buy | +3,591 | +10.8% | 36,734 | $1.82M | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory Llc | Buy | +300 | +4.8% | 6,583 | $325.99K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Sell | -258 | -3.0% | 8,248 | $408.43K | Q1 2026 | May 14, 2026 |
| Cibc World Market Inc. | Sell | -170 | -2.3% | 7,271 | $360.06K | Q1 2026 | May 14, 2026 |
| Kane Investment Management, Inc. | Buy | +31 | +0.4% | 7,730 | $382.80K | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Buy | +71,727 | +96.4% | 146,141 | $7.24M | Q1 2026 | May 13, 2026 |
| Petra Financial Advisors Inc | Buy | +13,757 | — | 13,757 | $681.23K | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | Sell | -1,565 | -57.7% | 1,147 | $56.82K | Q1 2026 | May 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -488 | -5.8% | 7,994 | $395.86K | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Buy | +78,926 | +1340.7% | 84,813 | $4.20M | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | Buy | +17,014 | — | 17,014 | $842.51K | Q1 2026 | May 12, 2026 |
Frequently asked questions about PIZ activity
Which institutional owners are buying PIZ?
Institutional owners buying PIZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PIZ activity?
"Buy" means an investor increased their reported position in PIZ compared to the prior reporting period. This reflects growing exposure to INVESCO DORSEY WRIGHT DEVELO (PIZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PIZ increasing?
Institutional interest in PIZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.