Who Owns Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ)?Hedge Fund & Institutional Holders
Institutional Holders
42
as of Q4 2025
Total Institutional Value
$1.0000006060004731e+120T
% of Float Held
—
QoQ Change in Holders
+10 / -3
Price History
PYZ — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Maltin Wealth Management, Inc. | New Position | +6K | +$606.0M |
| Trueblood Wealth Management, LLC | New Position | +4K | +$473.0M |
| Octavia Wealth Advisors, LLC | New Position | +3K | +$327.0M |
| SILVER OAK SECURITIES, INCORPORATED | New Position | +3K | +$326.0M |
| Sound Income Strategies, LLC | New Position | +300 | +$37.0M |
| BELLEVUE ASSET MANAGEMENT, LLC | New Position | +338 | +$37.0M |
| EPG Wealth Management LLC | New Position | +213 | +$23.0M |
| Farther Finance Advisors, LLC | Increased | +40 | +$18.2M |
| Transamerica Financial Advisors, LLC | Increased | +118K | +$13.0M |
| MTM Investment Management, LLC | New Position | +87 | +$9.0M |
| Mason Investment Advisory Services, Inc. | Increased | +3 | +$8.0M |
| UBS Group AG | Increased | +56 | +$7.6M |
| Janney Montgomery Scott LLC | New Position | +43K | +$4.0M |
| GPS Wealth Strategies Group, LLC | New Position | +21 | +$2.0M |
| Cambridge Investment Research Advisors, Inc. | Increased | +3K | +$200K |
PYZ — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | Decreased | -10K | -$1.3B |
| WELLS FARGO & COMPANY/MN | Decreased | -2K | -$604.8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Closed Position | -5K | -$546.8M |
| OSAIC HOLDINGS, INC. | Decreased | -313 | -$339.6M |
| Cetera Investment Advisers | Decreased | -458 | -$248.9M |
| Tower Research Capital LLC (TRC) | Closed Position | -2K | -$211.6M |
| Caldwell Trust Co | Closed Position | -800 | -$41.6M |
| ROYAL BANK OF CANADA | Decreased | -221 | -$31.0M |
| MORGAN STANLEY | Decreased | -2K | -$1.1M |
| PACIFIC SUN FINANCIAL CORP | Decreased | -150 | -$823K |
Top Institutional Holders(Q4 2025)
PYZ Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 39 | $3.9B | +20 |
| Q3 2025 | 19 | $7.8B | -10 |
| Q2 2025 | 29 | $7.1B | -4 |
| Q1 2025 | 33 | $20.5B | +8 |
| Q4 2024 | 25 | $11.3B | +2 |
| Q3 2024 | 23 | $2.3T | +1 |
| Q2 2024 | 22 | $970.6B | +0 |
| Q1 2024 | 22 | $536.2T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 42 institutional investors hold PYZ (Invesco Dorsey Wright Basic Materials Momentum ETF). The largest holder is GOLDMAN SACHS GROUP INC with $1.0B in shares. This quarter, 10 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own PYZ?
As of Q4 2025, 42 institutional investors report holding PYZ (Invesco Dorsey Wright Basic Materials Momentum ETF) in their 13F filings.
Who is the largest institutional holder of PYZ?
The largest institutional holder of PYZ is GOLDMAN SACHS GROUP INC with $1.0B in shares.
Is institutional ownership of PYZ increasing or decreasing?
This quarter, 10 institutions opened new positions in PYZ and 3 closed their positions.