Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (IGPT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
5Q ▲
Buyers last Q
53%

Smart Money Signals — IGPT

Based on 145 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added IGPT 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
145 hedge funds hold IGPT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +39% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+39% 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.
🟡

Slight buying edge — 53% buying

60 buying54 selling
Last quarter: 60 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 24 → 15 → 39 → 22. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 28% medium ■ 30% new
62 out of 145 hedge funds have held IGPT 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.
🚀

Acceleration phase — new buyers rushing in

21 → 24 → 15 → 39 → 22 new funds/Q
New funds entering each quarter: 24 → 15 → 39 → 22. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 43% veterans vs 39% newcomers

■ 43% veterans ■ 18% 1-2yr ■ 39% new
Entry-cohort mix of 145 holders: 63 (43%) are 2+ year veterans, 26 entered 1–2 years ago, and 56 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
17 of 145 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IGPT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — IGPT

In 2026 Q1, 60 hedge funds were net buyers of IGPT (22 opened a new position, 38 added to an existing one), while 54 reduced or exited (33 trimmed, 21 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in IGPT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 145.

Hedge Fund Ownership: IGPT

How many hedge funds hold IGPT — quarterly history vs. share price
Quarterly hedge fund ownership of IGPT vs. share price

Market Analysis: IGPT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IGPT

-- --

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

Is It Too Late to Buy Invesco Exchange Traded Fd T (IGPT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IGPT has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
IGPT
nan%
SPY
+13.9%

IGPT outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
IGPT
nan%
SPY
+0.2%

Since the filing became public, IGPT outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: IGPT
143 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 143 144 -0.69%
13F Shares 4M 4M 5.09%
Total Value $249M $263M -5.17%
New Positions 22 39 -17
Increased Positions 37 31 +6
Closed Positions 23 10 +13
Reduced Positions 33 27 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IGPT

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

143 + investors

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

QUARTER:
Top 25 IGPT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Indie Asset Partners, LLC 1.69% 25,603 $1.5M
2 Berkshire Money Management, Inc. 1.39% 234,552 $13.6M
3 Silverleafe Capital Partners, LLC 1.25% 72,927 $4.2M
4 Bay Capital Advisors, LLC 0.78% 21,912 $1.3M
5 Journey Strategic Wealth LLC 0.50% 347,188 $20.2M
6 Bawa N Mallick Trust 0.36% 15,000 $871K
7 Redstone Wealth Management, LLC 0.32% 6,890 $400K
8 Rubicon Advisors, GP 0.32% 6,250 $363K
9 Pacific Sun Financial Corp 0.26% 9,270 $538K
10 Fortune Financial Group, Inc. 0.19% 3,720 $216K
11 Collier Financial 0.19% 4,368 $254K
12 RFG - Bristol Wealth Advisors, LLC 0.18% 11,787 $684K
13 Clear Creek Financial Management, LLC 0.14% 30,744 $1.8M
14 Sandy Cove Advisors, LLC 0.12% 7,052 $409K
15 Brookwood Investment Group LLC 0.07% 10,046 $583K
16 Chung Wu Investment Group, LLC 0.06% 1,240 $72K
17 Signature Equity Partners, LLC 0.06% 1,985 $115K
18 GFS Advisors, LLC 0.06% 13,710 $461K
19 Dynamic Advisor Solutions LLC 0.04% 22,854 $1.3M
20 SeaCrest Wealth Management, LLC 0.04% 6,162 $358K
21 Harbor Asset Planning, Inc. 0.03% 586 $34K
22 Sovran Advisors, LLC 0.03% 4,630 $360K
23 Kestra Private Wealth Services, LLC 0.03% 38,815 $2.3M
24 Flagship Harbor Advisors, LLC 0.03% 10,347 $601K
25 Novem Group 0.03% 3,960 $230K
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 (IGPT)

What does the Smart Money Trend signal show for IGPT?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IGPT 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 IGPT?

Slight buying edge — 53% buying: Last quarter: 60 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IGPT holders?

Elite ownership — 56% AUM from top-100 funds: 17 of 145 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in IGPT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IGPT?

43% of holders stayed for 2+ years: 62 out of 145 hedge funds have held IGPT 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.

Is it too late to buy Invesco Exchange Traded Fd T (IGPT) following the 2026 Q1 hedge fund 13F filings?

As of today, IGPT has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IGPT has gained nan% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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