INVESCO DORSEY

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PYZ·46137V704·US·ETF·Unknown - Unknown

PYZ (INVESCO DORSEY) is held by 18 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($4.4M), MORGAN STANLEY ($2.7M), NewEdge Advisors, LLC ($2.6M). Net institutional sentiment: Mixed.

18

Holders

Avg rating(5 Elite)

$16.6M

Total Value

56% (21)

Fund Consensus

10 buying - 8 selling

Smart Money Verdict

View all

57Mixed MomentumSingle Source

Institutional (13F)57

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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Holder Quality

5

★★★★★

Elite

7

★★★★

Strong

8

★★★

Solid

1

★★

Below

0

★

Weak

Held by 18 funds

5 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (18)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	36,689(+113.1%)	$4.4M	0.0%	+15.64%	43
MORGAN STANLEY	Increased	22,234(+23.0%)	$2.7M	0.0%	+33.51%	32
NewEdge Advisors, LLC	New	21,936	$2.6M	0.0%	-1.71%	36
ENVESTNET ASSET MANAGEMENT INC	Increased	15,772(+89.1%)	$1.9M	0.0%	+30.77%	41
MAI Capital Management	Unchanged	9,725	$1.2M	0.0%	+46.61%	0
GOLDMAN SACHS GROUP INC	Decreased	7,811(-31.9%)	$935,985	0.0%	+43.06%	0
RAYMOND JAMES FINANCIAL INC	Increased	6,116(+99.4%)	$732,830	0.0%	+5.15%	40
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	4,927	$590,398	0.0%	-1.71%	34
Farther Finance Advisors, LLC	Unchanged	3,372	$411,055	0.0%	+48.59%	0
OSAIC HOLDINGS, INC.	Decreased	2,843(-3.9%)	$340,766	0.0%	+54.70%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	2,230(-16.4%)	$267,180	0.0%	+63.85%	0
Cetera Investment Advisers	Increased	1,934(+2.2%)	$231,791	0.0%	+18.71%	24
JONES FINANCIAL COMPANIES LLLP	Increased	1,071(+115.1%)	$123,190	0.0%	+4.86%	36
AE Wealth Management LLC	New	768	$92,029	0.0%	-1.71%	30
UBS Group AG	Decreased	596(-15.1%)	$71,418	0.0%	+47.39%	0
FMR LLC	Increased	179(+9.8%)	$21,472	0.0%	+40.37%	14
Allworth Financial LP	Unchanged	82	$9,826	0.0%	+128.95%	0
WELLS FARGO & COMPANY/MN	Decreased	1(-100.0%)	$104	0.0%	+63.91%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$240,471	0.0%	+14.97%	0
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$73,906	0.0%	+14.97%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer