Who owns PYZ?
Invesco Dorsey Wright Basic Materials Momentum ETF · Invesco
38 institutions reported holding PYZ, worth $23.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of PYZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $4.2M | 33,174 | −3,515 shares |
| Morgan Stanley | New York, NY | $2.9M | 22,706 | +472 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $2.8M | 22,269 | New position |
| Goldman Sachs Group Inc. | New York, NY | $2.0M | 16,070 | +8,259 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $1.6M | 13,104 | +4,015 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $1.3M | 10,313 | −5,459 shares |
| Citadel Advisors LLC | Miami, FL | $1.1M | 9,053 | New position |
| MAI Capital Management | Independence, OH | $972K | 7,725 | −2,000 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $764K | 6,070 | −46 shares |
| Maltin Wealth Management, Inc. | Ridgewood, NJ | $697K | 5,536 | +106 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns PYZ?
38 institutional managers reported holding PYZ in Form 13F filings for June 30, 2026, worth $23.6M in total. The largest reported position was held by LPL Financial LLC, at $4.2M.
Did institutions buy or sell PYZ last quarter?
Reported 13F value fell 39.9% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is PYZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.