Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PBP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
67%

Smart Money Signals — PBP

Based on 58 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
58 hedge funds hold PBP 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 67% buying

35 buying17 selling
Last quarter: 35 funds were net buyers (10 opened a brand new position + 25 added to an existing one). Only 17 were sellers (11 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 7 → 13 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 21% new
34 out of 58 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.
➡️

Steady discovery — ~10 new funds/quarter

8 → 8 → 7 → 13 → 10 new funds/Q
New funds entering each quarter: 8 → 7 → 13 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 10% 1-2yr ■ 26% new
Of 58 current holders: 37 (64%) 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
12 of 58 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — PBP

In 2026 Q1, 35 hedge funds were net buyers of PBP (10 opened a new position, 25 added to an existing one), while 17 reduced or exited (11 trimmed, 6 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 58.

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

-- --

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

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

Signal Freshness measures how much PBP 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 · 79d ago
PBP
+4.4%
SPY
+13.9%

PBP outperformed SPY by -9.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PBP
+1.9%
SPY
+0.2%

Since the filing became public, PBP outperformed SPY by +1.7% .

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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: PBP
58 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 58 54 7.41%
13F Shares 10M 11M -4.53%
Total Value $221M $244M -9.34%
New Positions 10 13 -3
Increased Positions 25 18 +7
Closed Positions 6 10 -4
Reduced Positions 11 11 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PBP

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Financial Highlights

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Institutional Holders (2026 Q1)

58 + investors

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

QUARTER:
Top 25 PBP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 United Community Bank 3.53% 481,748 $10.6M
2 Sumitomo Life Insurance Co 3.21% 6,220,000 $136.8M
3 Mount Lucas Management LP 1.12% 137,947 $3.0M
4 AlphaCentric Advisors LLC 0.46% 21,069 $463K
5 Omega Financial Group, LLC 0.42% 59,265 $1.3M
6 Roan Capital Partners 0.25% 12,092 $266K
7 Fifth Third Securities, INC. 0.24% 165,690 $3.6M
8 TMB Capital Partners, LLC 0.09% 11,974 $263K
9 MAI Capital Management 0.06% 459,027 $10.1M
10 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% 88,159 $1.9M
11 Cullen/Frost Bankers, INC. 0.03% 119,523 $2.6M
12 Protective Life Corp 0.02% 272 $6K
13 IAG Wealth Partners, LLC 0.02% 6,917 $152K
14 Provenance Wealth Advisors, LLC 0.02% 6,981 $154K
15 CENTRAL TRUST Co 0.02% 35,827 $788K
16 Arax Advisory Partners 0.01% 17,119 $376K
17 Strive Financial Group ,LLC 0.01% 848 $19K
18 Dynamic Advisor Solutions LLC 0.01% 13,810 $304K
19 Level Four Advisory Services, LLC 0.01% 11,629 $256K
20 First Citizens Bank & Trust Co 0.01% 13,727 $302K
21 Founders Financial Alliance, LLC 0.01% 1,451 $32K
22 Citizens Financial Group Inc/Ri 0.00% 13,588 $299K
23 Physician Wealth Advisors, Inc. 0.00% 1,326 $29K
24 Old Mission Capital LLC 0.00% 11,306 $249K
25 AdvisorNet Financial, Inc 0.00% 2,715 $60K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 67% buying: Last quarter: 35 funds were net buyers (10 opened a brand new position + 25 added to an existing one). Only 17 were sellers (11 trimmed + 6 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: 12 of 58 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?

59% of holders stayed for 2+ years: 34 out of 58 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.

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

As of today, PBP has moved +1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.7%. Since the quarter end (March 31, 2026), PBP has gained +4.4% 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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