Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCHANGE TRADED FD T (PYZ)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
68%

Smart Money Signals — PYZ

Based on 40 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PYZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 73% of 3.0Y peak

73% of all-time peak
40 funds currently hold this stock — 73% of the 3.0-year high of 55 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+38% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 68% buying

23 buying11 selling
Last quarter: 23 funds were net buyers (12 opened a brand new position + 11 added to an existing one). Only 11 were sellers (8 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new PYZ position: 4 → 2 → 4 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 18% medium 22% new
24 out of 40 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.
📈

Growing discovery — still being found

3 → 4 → 2 → 4 → 12 new funds/Q
New funds entering each quarter: 4 → 2 → 4 → 12. A growing number of institutions are discovering PYZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 5% 1-2yr 30% new
Of 40 current holders: 26 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
9 of 40 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: PYZ
2026 Q1 Stats Unlock in 15 days 40 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 40 31 29.03%
13F Shares 289K 126K 129.35%
Total Value $32M $13M 139.0%
New Positions 12 4 +8
Increased Positions 11 5 +6
Closed Positions 3 4 -1
Reduced Positions 8 13 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PYZ

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

40 + investors

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

Top 16 institutional holders of PYZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Maltin Wealth Management, Inc. 0.25% 5,430 $651K
2 Trueblood Wealth Management, LLC 0.21% 4,496 $539K
3 Genesee Capital Advisors, LLC 0.12% 2,407 $288K
4 Octavia Wealth Advisors, LLC 0.03% 2,677 $321K
5 SILVER OAK SECURITIES, INCORPORATED 0.02% 2,412 $289K
6 BELLEVUE ASSET MANAGEMENT, LLC 0.02% 338 $41K
7 Janney Montgomery Scott LLC 0.01% 47,370 $6K
8 HORIZON BANCORP INC /IN/ 0.01% 157
9 PDS Planning, Inc 0.01% 983 $118K
10 Farther Finance Advisors, LLC 0.00% 3,372 $411K
11 Cambridge Investment Research Advisors, Inc. 0.00% 9,089 $1K
12 Sound Income Strategies, LLC 0.00% 300 $37K
13 ENVESTNET ASSET MANAGEMENT INC 0.00% 15,772 $1.9M
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 2,230 $267K
15 Register Financial Advisors LLC 0.00% 7
16 UBS Group AG 0.00% 596 $71K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PYZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PYZ?

More buyers than sellers — 68% buying: Last quarter: 23 funds were net buyers (12 opened a brand new position + 11 added to an existing one). Only 11 were sellers (8 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PYZ holders?

Strong quality — 21% AUM from major funds: 9 of 40 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PYZ?

60% of holders stayed for 2+ years: 24 out of 40 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.