Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO ACTVELY MNGD ETC FD (PDBC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — PDBC

Based on 364 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 PDBC 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 (95% of max)

95% of all-time peak
364 hedge funds hold PDBC 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.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
16 fewer hedge funds hold PDBC compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 58% buying

213 buying154 selling
Last quarter: 213 funds bought or added vs 154 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.
📈

More new buyers each quarter (+35 vs last Q)

new funds entering per quarter
Funds opening a new PDBC position: 62 → 51 → 37 → 72. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
213 out of 364 hedge funds have held PDBC 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 — ~72 new funds/quarter

62 → 62 → 51 → 37 → 72 new funds/Q
New funds entering each quarter: 62 → 51 → 37 → 72. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 12% 1-2yr ■ 26% new
Of 364 current holders: 229 (63%) 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.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
19 of 364 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in PDBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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: PDBC

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

Market Analysis: PDBC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PDBC

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

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 4 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: PDBC
2026 Q1 Stats Unlock in 17 days 364 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 364 342 6.43%
13F Shares 287M 284M 1.01%
Total Value $3.80B $3.81B -0.19%
New Positions 72 37 +35
Increased Positions 141 114 +27
Closed Positions 50 56 -6
Reduced Positions 104 130 -26
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PDBC

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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)

364 + investors

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

Top 25 institutional holders of PDBC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Briaud Financial Planning Inc 12.75% 2,807,161 $48.6M
2 FSC Wealth Advisors, LLC 11.98% 36,233 $628K
3 Aspect Partners, LLC 4.90% 691,959 $12.0M
4 Ball & Co Wealth Management Inc. 4.02% 277,497 $5K
5 Echo45 Advisors LLC 3.62% 371,340 $6.4M
6 Praxis Capital Management LLC 3.56% 88,000 $1.5M
7 SigFig Wealth Management, LLC 3.40% 6,701,694 $116.1M
8 LCW Services, LLC 2.89% 335,732 $5.8M
9 Gladwyn Financial Advisors, Inc. 2.38% 197,791 $3.4M
10 Plan Group Financial, LLC 2.20% 541,379 $9.4M
11 Randall & Associates Wealth Management 1.93% 165,691 $2.9M
12 ALM First Financial Advisors, LLC 1.66% 535,140 $9.3M
13 GM Advisory Group, LLC 1.59% 2,385,149 $41.3M
14 Legacy Wealth Partners, LLC 1.53% 353,500 $6.1M
15 PATTON FUND MANAGEMENT, INC. 1.51% 512,096 $8.9M
16 WESPAC Advisors, LLC 1.35% 142,001 $2.5M
17 New England Capital Financial Advisors LLC 1.23% 260,342 $4.5M
18 Innova Wealth Partners 1.09% 133,149 $2.3M
19 Aletheian Wealth Advisors LLC 1.08% 127,736 $2.2M
20 Impact Partnership Wealth, LLC 0.99% 464,202 $8.0M
21 FSA Investment Group, LLC 0.92% 132,573 $2.3M
22 Verity Asset Management, Inc. 0.92% 126,232 $2.2M
23 Beacon Capital Management, Inc. 0.77% 784,552 $13.6M
24 Symphony Financial, Ltd. Co. 0.76% 329,534 $5.8M
25 Alhambra Investment Management LLC 0.75% 94,220 $1.6M
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 ACTVELY MNGD ETC FD (PDBC)

What does the Smart Money Trend signal show for PDBC?

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

Slight buying edge — 58% buying: Last quarter: 213 funds bought or added vs 154 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 PDBC holders?

Elite ownership — 65% AUM from top-100 funds: 19 of 364 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in PDBC. 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 PDBC?

59% of holders stayed for 2+ years: 213 out of 364 hedge funds have held PDBC 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.