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PYZ — INVESCO EXCHANGE TRADED FD T

Reported value held$6.80M
Funds holding (latest)8
Sector—
Funds holding (Q2 2026)7
Institutional value$6.64M · 52.76K sh
New / Add / Cut / Exit2 / 2 / 2 / 0
Top-5 / Top-10 concentration99.7% / 100.0%
Institutional holdings change Accumulating +71.2% (+21.93K sh)
Institutional value change Up +79.7%

As of Q2 2026, 7 SEC-registered investment managers reported holding PYZ (INVESCO EXCHANGE TRADED FD T) in their latest 13F filings, with a combined reported value of $6.64M across 52.76K shares. That is +71.2% by share count (+21.93K shares) versus the previous quarter, while reported value moved +79.7%. Ownership is concentrated: the five largest holders account for 99.7% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Morgan Stanley history Q2 2026 22.71K $2.86M 0.00% Add
Goldman Sachs Group history Q2 2026 16.07K $2.02M 0.00% Add
Citadel Advisors history Q2 2026 9.05K $1.14M 0.00% New
Two Sigma Investments history Q2 2026 4.20K $528.51K 0.00% New
Bank of America Corp history Q3 2024 1.64K $157.08K 0.00% Reduce
UBS Group AG history Q2 2026 562 $70.72K 0.00% Reduce
Fidelity Management & Research (FMR) history Q2 2026 163 $20.54K 0.00% Reduce
Wells Fargo & Co history Q2 2026 1 $81 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 8 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Morgan Stanley 107.35K 89.84K 104.28K 114.94K 97.92K 103.76K 112.45K 123.59K 126.12K 55.67K 44.89K 30.35K 21.39K 20.82K 19.95K 20.13K 20.23K 18.08K 22.23K 22.71K
Goldman Sachs Group 7.15K 12.36K 8.91K 8.13K 2.94K 5.42K 14.06K 9.11K 7.67K 8.68K 12.70K 20.38K 42.42K 54.17K 16.15K 20.86K 21.56K 11.47K 7.81K 16.07K
Citadel Advisors 11.78K 17.68K — 5.01K 12.08K 2.88K 4.88K 9.83K 18.89K 8.95K — — 7.67K 4.46K 8.17K 8.21K — 2.18K — 9.05K
Two Sigma Investments — — — — — — — — — 5.00K — — — — — — — — — 4.20K
UBS Group AG 77.15K 54.26K 57.22K 56.72K 38.87K 42.41K 38.77K 40.52K 35.01K 6.50K 1.94K 2.64K 1.27K 1.27K 725 699 646 702 596 562
Fidelity Management & Research (FMR) — — — — — — — — 1 25 — — 219 201 163 164 163 163 179 163
Wells Fargo & Co 68.61K 25.40K 35.41K 46.17K 29.93K 29.92K 37.57K 35.44K 29.77K 17.09K 11.18K 10.14K 8.56K 8.46K 7.87K 5.72K 5.71K 3.72K 1 1
Bank of America Corp 3.09K 3.09K 3.50K 3.50K 3.49K 3.49K 3.08K 2.22K 1.11K — 4.74K 3.44K 1.64K — — — — — — —

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