Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCHANGE TRADED FD T (PBP)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — PBP

Based on 52 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PBP 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.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
52 funds currently hold this stock — 90% of the 3.0-year high of 58 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold PBP compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 61% buying

31 buying20 selling
Last quarter: 31 funds were net buyers (13 opened a brand new position + 18 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new PBP position: 7 → 8 → 6 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 21% medium 17% new
32 out of 52 hedge funds have held PBP 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.
📈

Growing discovery — still being found

17 → 7 → 8 → 6 → 13 new funds/Q
New funds entering each quarter: 7 → 8 → 6 → 13. A growing number of institutions are discovering PBP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

69% veterans 4% 1-2yr 27% new
Of 52 current holders: 36 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
11 of 52 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: PBP

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

Market Analysis: PBP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PBP

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PBP
2026 Q1 Stats Unlock in 21 days 52 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 52 49 6.12%
13F Shares 10M 10M 5.11%
Total Value $233M $214M 8.49%
New Positions 13 6 +7
Increased Positions 18 16 +2
Closed Positions 10 10 -
Reduced Positions 10 12 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PBP

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Institutional Holders (2026 Q1)

52 + investors

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

Top 12 institutional holders of PBP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 United Community Bank 3.53% 481,748 $10.6M
2 Roan Capital Partners 0.25% 12,092 $266K
3 FIFTH THIRD SECURITIES, INC. 0.24% 165,690 $3.6M
4 Capital Advisors, Ltd. LLC 0.02% 7,584
5 Provenance Wealth Advisors, LLC 0.02% 6,981 $154K
6 CENTRAL TRUST Co 0.02% 35,827 $788K
7 Dynamic Advisor Solutions LLC 0.01% 13,810 $304K
8 Physician Wealth Advisors, Inc. 0.00% 1,326 $29K
9 AdvisorNet Financial, Inc 0.00% 2,715 $60K
10 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 23,188 $510K
11 SALEM INVESTMENT COUNSELORS INC 0.00% 525 $12K
12 DHJJ Financial Advisors, Ltd. 0.00% 10
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 (PBP)

What does the Smart Money Trend signal show for PBP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PBP 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 PBP?

More buyers than sellers — 61% buying: Last quarter: 31 funds were net buyers (13 opened a brand new position + 18 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PBP holders?

Smaller funds dominant — 18% AUM from top-100: 11 of 52 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PBP?

62% of holders stayed for 2+ years: 32 out of 52 hedge funds have held PBP 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.

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.