PBUS Hedge Fund Ownership (Q2 2026)

Invesco Exch Traded Fd Tr II (PBUS)

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

Smart Money Signals — PBUS

Based on 61 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 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

61 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 — +39% more funds vs a year ago

fund count last 6Q

+17 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 — 54% buying

32 buying27 selling

Last quarter: 32 funds bought or added vs 27 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.

➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter

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

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 31% medium ■ 28% new

25 out of 61 hedge funds have held PBUS 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.

💰

Value +18% but shares only +3% — price-driven

Value

+18%

+2%

Last quarter: the total dollar value of institutional holdings rose +18%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

10 → 6 → 9 → 14 → 14 new funds/Q

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

🏛️

Veteran-anchored — 41% veterans vs 38% newcomers

■ 41% veterans ■ 21% 1-2yr ■ 38% new

Entry-cohort mix of 61 holders: 25 (41%) are 2+ year veterans, 13 entered 1–2 years ago, and 23 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 76% AUM from top-100 funds

76% from top-100 AUM funds

19 of 60 holders are among the 100 largest funds by AUM, controlling 76% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	60	55	9.09%
13F Shares	98M	95M	2.84%
Total Value	$7.29B	$6.18B	18.01%
New Positions	14	14	-
Increased Positions	18	20	-2
Closed Positions	8	7	+1
Reduced Positions	19	15	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

9.09%

13F Shares

98M

95M

2.84%

Total Value

$7.29B

$6.18B

18.01%

New Positions

Increased Positions

-2

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

60 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PBUS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Metis Global Partners, LLC	4.92%	2,895,784	$216.7M
2	Capital Asset Advisory Services LLC	2.79%	1,031,900	$77.2M
3	National Pension Service	2.29%	47,382,366	$3.55B
4	Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	1.52%	154,592	$11.6M
5	Connor, Clark & Lunn Investment Management Ltd.	1.36%	9,625,100	$720.3M
6	Axxcess Wealth Management, LLC	1.22%	1,025,175	$76.7M
7	Altus Wealth Group LLC	0.66%	24,277	$1.8M
8	Panagora Asset Management Inc	0.53%	2,314,826	$173.2M
9	Mgo One Seven LLC	0.36%	292,399	$21.9M
10	Ensign Peak Advisors, Inc	0.32%	2,617,291	$195.9M
11	OVERSEA-CHINESE BANKING Corp Ltd	0.30%	186,830	$14.0M
12	Collaborative Wealth Managment Inc.	0.12%	3,759	$281K
13	IAG Wealth Partners, LLC	0.12%	15,833	$1.2M
14	Mirae Asset Global Investments Co., Ltd.	0.10%	898,741	$67.3M
15	Morgan Stanley	0.09%	22,037,615	$1.65B
16	TOP Private Wealth LLC.	0.09%	1,196	$90K
17	Cetera Investment Advisers	0.05%	750,191	$56.1M
18	&Partners	0.05%	163,267	$12.2M
19	Rhl Group, LLC	0.04%	705	$53K
20	Raymond James Financial Inc	0.03%	1,639,317	$122.7M
21	Strategies Wealth Advisors, LLC	0.03%	4,784	$358K
22	Kestra Private Wealth Services, LLC	0.02%	30,305	$2.3M
23	Private Advisor Group, LLC	0.02%	58,588	$4.4M
24	Kestra Advisory Services, LLC	0.02%	69,143	$5.2M
25	Retirement Planning Group, LLC	0.01%	7,805	$584K

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 — 10 quarters in a row: For 10 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?

Slight buying edge — 54% buying: Last quarter: 32 funds bought or added vs 27 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 PBUS holders?

Elite ownership — 76% AUM from top-100 funds: 19 of 60 holders are among the 100 largest funds by AUM, controlling 76% 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?

41% of holders stayed for 2+ years: 25 out of 61 hedge funds have held PBUS 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.

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Invesco Exch Traded Fd Tr II (PBUS)

Smart Money Signals — PBUS

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

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

Slight buying edge — 54% buying

Steady new buyers — ~14 new funds per quarter

41% of holders stayed for 2+ years

Value +18% but shares only +3% — price-driven

Growing discovery — still being found

Veteran-anchored — 41% veterans vs 38% newcomers

Elite ownership — 76% AUM from top-100 funds

Institutional Sentiment Summary — PBUS

Hedge Fund Ownership: PBUS

Market Analysis: PBUS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PBUS

Hedge Fund Positioning: PBUS

Statistics: PBUS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Exch Traded Fd Tr II (PBUS)

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