Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PYZ)

38 + Investors. Track Smart Money conviction in PYZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
38%

Smart Money Signals — PYZ

Based on 38 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 78% of 3.0Y peak

78% of all-time peak
38 funds currently hold this stock — 78% of the 3.0-year high of 49 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 38% buying

13 buying21 selling
Last quarter: 21 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 12 → 6 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 18% new
24 out of 38 hedge funds have held PYZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

2 → 4 → 12 → 6 → 6 new funds/Q
New funds entering each quarter: 4 → 12 → 6 → 6. PYZ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 71% veterans vs 21% newcomers

■ 71% veterans ■ 8% 1-2yr ■ 21% new
Entry-cohort mix of 38 holders: 27 (71%) are 2+ year veterans, 3 entered 1–2 years ago, and 8 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
10 of 38 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in PYZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PYZ

In 2026 Q2, 13 hedge funds were net buyers of PYZ (6 opened a new position, 7 added to an existing one), while 21 reduced or exited (15 trimmed, 6 sold completely) — a 38% buyer ratio, indicating net institutional distribution. 56% of total institutional value in PYZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 38.

Hedge Fund Ownership: PYZ

How many hedge funds hold PYZ — quarterly history vs. share price
Quarterly hedge fund ownership of PYZ vs. share price

Market Analysis: PYZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PYZ

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: PYZ
38 + Investors

Track Smart Money conviction in PYZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 38 38 -
13F Shares 181K 328K -44.73%
Total Value $22M $32M -32.38%
New Positions 6 6 -
Increased Positions 7 11 -4
Closed Positions 6 8 -2
Reduced Positions 15 11 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PYZ

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Institutional Holders (2026 Q2)

38 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PYZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PYZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Maltin Wealth Management, Inc. 0.23% 5,536 $697K
2 Trueblood Wealth Management, LLC 0.20% 4,570 $575K
3 Pacific Sun Financial Corp 0.18% 3,540 $445K
4 Genesee Capital Advisors, LLC 0.10% 2,407 $303K
5 Octavia Wealth Advisors, LLC 0.03% 2,648 $333K
6 Bellevue Asset Management, LLC 0.02% 338 $43K
7 10Elms LLP 0.02% 336 $42K
8 Horizon Bancorp Inc /In/ 0.01% 157 $20K
9 Mason Investment Advisory Services, Inc. 0.01% 1,912 $241K
10 Tower Research Capital LLC (TRC) 0.01% 2,947 $371K
11 Sankala Group LLC 0.01% 103 $13K
12 NewEdge Advisors, LLC 0.01% 22,269 $2.8M
13 Transamerica Financial Advisors, LLC 0.01% 709 $89K
14 PDS Planning, Inc 0.01% 983 $124K
15 EPG Wealth Management LLC 0.01% 213 $27K
16 MAI Capital Management 0.00% 7,725 $972K
17 Farther Finance Advisors, LLC 0.00% 3,368 $424K
18 MTM Investment Management, LLC 0.00% 87 $11K
19 Arax Advisory Partners 0.00% 2,521 $317K
20 LPL Financial LLC 0.00% 33,174 $4.2M
21 AE Wealth Management LLC 0.00% 768 $97K
22 Two Sigma Investments, LP 0.00% 4,200 $529K
23 Commonwealth Equity Services, LLC 0.00% 2,234 $281K
24 Osaic Holdings, INC. 0.00% 2,224 $280K
25 Envestnet Asset Management Inc 0.00% 10,313 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Exchange Traded Fd T (PYZ)

What does the Smart Money Trend signal show for PYZ?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for PYZ?

Heavy selling pressure — only 38% buying: Last quarter: 21 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for PYZ holders?

Elite ownership — 56% AUM from top-100 funds: 10 of 38 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in PYZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PYZ?

63% of holders stayed for 2+ years: 24 out of 38 hedge funds have held PYZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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