Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (PBUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
9Q ▲
Buyers last Q
61%

Smart Money Signals — PBUS

Based on 55 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added PBUS 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
55 hedge funds hold PBUS 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 — +45% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+45% 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.
🟢

More buyers than sellers — 61% buying

34 buying22 selling
Last quarter: 34 funds were net buyers (14 opened a brand new position + 20 added to an existing one). Only 22 were sellers (15 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 6 → 9 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 31% new

■ 38% conviction (2yr+) ■ 31% medium ■ 31% new
Of the 55 current holders: 21 (38%) held >2 years, 17 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

6 → 10 → 6 → 9 → 14 new funds/Q
New funds entering each quarter: 10 → 6 → 9 → 14. A growing number of institutions are discovering PBUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 42% veterans vs 38% newcomers

■ 42% veterans ■ 20% 1-2yr ■ 38% new
Entry-cohort mix of 55 holders: 23 (42%) are 2+ year veterans, 11 entered 1–2 years ago, and 21 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 81% AUM from top-100 funds

81% from top-100 AUM funds
17 of 55 holders are among the 100 largest funds by AUM, controlling 81% of total institutional value in PBUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — PBUS

In 2026 Q1, 34 hedge funds were net buyers of PBUS (14 opened a new position, 20 added to an existing one), while 22 reduced or exited (15 trimmed, 7 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 81% of total institutional value in PBUS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 55.

Hedge Fund Ownership: PBUS

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

Market Analysis: PBUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PBUS

-- --

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

Is It Too Late to Buy Invesco Exch Traded Fd Tr II (PBUS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PBUS 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
PBUS
+15.1%
SPY
+13.9%

PBUS outperformed SPY by +1.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PBUS
+1.4%
SPY
+0.2%

Since the filing became public, PBUS outperformed SPY by +1.2% .

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.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: PBUS
55 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 55 48 14.58%
13F Shares 95M 102M -6.69%
Total Value $6.18B $6.96B -11.22%
New Positions 14 9 +5
Increased Positions 20 19 +1
Closed Positions 7 6 +1
Reduced Positions 15 14 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PBUS

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Financial Highlights

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Institutional Holders (2026 Q1)

55 + investors

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

QUARTER:
Top 25 PBUS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Capital Asset Advisory Services LLC 2.65% 972,994 $69.1M
2 National Pension Service 2.35% 47,382,366 $3.09B
3 Connor, Clark & Lunn Investment Management Ltd. 1.45% 9,625,100 $627.3M
4 Altus Wealth Group LLC 0.99% 37,267 $2.4M
5 Metis Global Partners, LLC 0.75% 465,646 $30.3M
6 OVERSEA-CHINESE BANKING Corp Ltd 0.40% 230,090 $15.0M
7 Panagora Asset Management Inc 0.40% 1,651,454 $107.6M
8 Ensign Peak Advisors, Inc 0.33% 2,680,661 $174.7M
9 IAG Wealth Partners, LLC 0.13% 18,353 $1.2M
10 Collaborative Wealth Managment Inc. 0.11% 3,793 $247K
11 Morgan Stanley 0.09% 23,869,416 $1.56B
12 Jaffetilchin Investment Partners, LLC 0.07% 17,842 $1.2M
13 Rhl Group, LLC 0.04% 647 $42K
14 Cetera Investment Advisers 0.04% 509,294 $33.2M
15 Raymond James Financial Inc 0.03% 1,700,781 $110.8M
16 Kestra Private Wealth Services, LLC 0.02% 29,836 $1.9M
17 Kestra Advisory Services, LLC 0.02% 82,072 $5.3M
18 Private Advisor Group, LLC 0.02% 55,723 $3.6M
19 Mirae Asset Global Investments Co., Ltd. 0.02% 725,093 $47.3M
20 Independent Advisor Alliance 0.01% 21,066 $1.4M
21 Empower Advisory Group, LLC 0.01% 74,714 $4.9M
22 Retirement Planning Group, LLC 0.01% 5,100 $332K
23 Mml Investors Services, LLC 0.01% 43,036 $2.8M
24 LPL Financial LLC 0.01% 305,822 $19.9M
25 IFP Advisors, Inc 0.01% 3,815 $249K
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 Exch Traded Fd Tr II (PBUS)

What does the Smart Money Trend signal show for PBUS?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added PBUS 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 PBUS?

More buyers than sellers — 61% buying: Last quarter: 34 funds were net buyers (14 opened a brand new position + 20 added to an existing one). Only 22 were sellers (15 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PBUS holders?

Elite ownership — 81% AUM from top-100 funds: 17 of 55 holders are among the 100 largest funds by AUM, controlling 81% of total institutional value in PBUS. 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 PBUS?

Mixed — 38% long-term, 31% new: Of the 55 current holders: 21 (38%) held >2 years, 17 held 1–2 years, and 17 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Invesco Exch Traded Fd Tr II (PBUS) following the 2026 Q1 hedge fund 13F filings?

As of today, PBUS has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.2%. Since the quarter end (March 31, 2026), PBUS has gained +15.1% 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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