INVESCO EXCHANGE-TRADED FUND TRUST - PYZ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 22,706 | 2,857 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 22,269 | 2,802 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 16,070 | 2,022 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 13,171 | 1,489 | 0.0% | 0.0% | 4 | -20,003 | -60.3% | Q3 2026 | Nov 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 10,313 | 1,297 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,053 | 1,139 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MAI Capital Management | History | No change | 7,725 | 972 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 6,070 | 763 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 5,879 | 665 | 0.0% | 0.0% | 9 | -673 | -10.27% | Q3 2026 | Nov 02, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 5,543 | 626 | 0.2% | 0.23% | 10 | +7 | 0.13% | Q3 2026 | Oct 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 4,200 | 528 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 4,652 | 526 | 0.19% | 0.2% | 12 | +82 | 1.79% | Q3 2026 | Oct 23, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | No change | 3,540 | 445 | 0.18% | 0.18% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,368 | 380 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,947 | 370 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 2,648 | 333 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arax Advisory Partners | History | No change | 2,521 | 317 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,240 | 282 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,224 | 279 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 2,407 | 272 | 0.09% | 0.1% | 20 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Cetera Investment Advisers | History | No change | 2,164 | 272 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,208 | 249 | 0.0% | 0.0% | 22 | -26 | -1.16% | Q3 2026 | Nov 02, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 1,912 | 240 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 768 | 96 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 709 | 89 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 743 | 84 | 0.0% | 0.0% | 26 | +181 | 32.21% | Q3 2026 | Nov 10, 2026 |
| Laurel Wealth Advisors LLC | History | New | 716 | 80 | 0.01% | — | 27 | +716 | New | Q3 2026 | Oct 27, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 338 | 42 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 10Elms LLP | History | No change | 336 | 38 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| EPG Wealth Management LLC | History | No change | 213 | 24 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 157 | 20 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 163 | 18 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| BFC Planning, Inc. | History | No change | 140 | 17 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Sankala Group LLC | History | No change | 103 | 11 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Allworth Financial LP | History | No change | 82 | 10 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| MTM Investment Management, LLC | History | No change | 87 | 9 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PDS Planning, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -983 | -100.0% | Q3 2026 | Nov 03, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q3 2026 | Oct 21, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Register Financial Advisors LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |