Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Actvely Mngd Etc Fd (PDBC)

439 + 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
↑ +61
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — PDBC

Based on 446 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 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 (100% of max)

100% of all-time peak
446 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.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+15% 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 2 quarters from the low — a sharp move.
🟢

More buyers than sellers — 61% buying

253 buying164 selling
Last quarter: 253 funds were net buyers (103 opened a brand new position + 150 added to an existing one). Only 164 were sellers (122 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter
Funds opening a new PDBC position: 56 → 41 → 76 → 103. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 22% medium ■ 26% new
232 out of 446 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.
💰

Value +37% but shares only +6% — price-driven

Value
+36%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +37%, but actual share count only changed +6%. 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.
🚀

Acceleration phase — new buyers rushing in

64 → 56 → 41 → 76 → 103 new funds/Q
New funds entering each quarter: 56 → 41 → 76 → 103. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 11% 1-2yr ■ 28% new
Of 449 current holders: 276 (61%) 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
26 of 446 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — PDBC

In 2026 Q1, 253 hedge funds were net buyers of PDBC (103 opened a new position, 150 added to an existing one), while 164 reduced or exited (122 trimmed, 42 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 65% of total institutional value in PDBC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +61 funds (more new holders than closures). Total institutional holders: 446.

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

-- --

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

Is It Too Late to Buy Invesco Actvely Mngd Etc Fd (PDBC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PDBC 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
PDBC
-4.0%
SPY
+13.9%

PDBC outperformed SPY by -17.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PDBC
-10.6%
SPY
+0.2%

Since the filing became public, PDBC outperformed SPY by -10.8% .

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.

14 top-rated funds 13 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: PDBC
439 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 439 385 14.03%
13F Shares 305M 287M 6.05%
Total Value $5.20B $3.81B 36.47%
New Positions 98 76 +22
Increased Positions 149 149 -
Closed Positions 44 52 -8
Reduced Positions 121 109 +12
Total Calls 3 1 200.0%
Total Puts 1 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: PDBC

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Institutional Holders (2026 Q1)

439 + investors

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

QUARTER:
Top 25 PDBC holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Integrated Capital Management, INC. 8.55% 742,616 $12.9M
4 Kiker Wealth Management, LLC 7.74% 935,518 $16.2M
5 Perissos Private Wealth Management, LLC 5.21% 346,443 $6.0M
6 Advisortrust Partners, LLC 5.18% 718,719 $12.4M
7 Aspect Partners, LLC 4.90% 691,959 $12.0M
8 Avalon Capital Management 4.85% 992,122 $17.2M
9 Marion Wealth Management 4.26% 1,109,809 $19.2M
10 M Wealth Management, LLC 3.93% 269,762 $4.7M
11 Echo45 Advisors LLC 3.62% 371,340 $6.4M
12 Praxis Capital Management LLC 3.56% 88,000 $1.5M
13 SigFig Wealth Management, LLC 3.40% 6,701,694 $116.1M
14 LCW Services, LLC 2.89% 335,732 $5.8M
15 Gladwyn Financial Advisors, Inc. 2.38% 197,791 $3.4M
16 3EDGE Asset Management, LP 2.31% 2,757,165 $47.9M
17 Plan Group Financial, LLC 2.20% 541,379 $9.4M
18 Northeast Financial Group, Inc. 2.20% 512,673 $8.9M
19 Bedell Frazier Investment Counselling, LLC 2.05% 586,036 $10.2M
20 Randall & Associates Wealth Management 1.93% 165,691 $2.9M
21 Theory Financial LLC 1.73% 285,094 $4.9M
22 ALM First Financial Advisors, LLC 1.66% 535,140 $9.3M
23 Quantify Chaos Advisors, LLC 1.61% 29,770 $516K
24 GM Advisory Group, LLC 1.59% 2,385,149 $41.3M
25 Empower Advisory Group, LLC 1.55% 34,501,583 $597.6M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More buyers than sellers — 61% buying: Last quarter: 253 funds were net buyers (103 opened a brand new position + 150 added to an existing one). Only 164 were sellers (122 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PDBC holders?

Elite ownership — 65% AUM from top-100 funds: 26 of 446 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?

52% of holders stayed for 2+ years: 232 out of 446 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.

Is it too late to buy Invesco Actvely Mngd Etc Fd (PDBC) following the 2026 Q1 hedge fund 13F filings?

As of today, PDBC has moved -10.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -10.8%. Since the quarter end (March 31, 2026), PDBC has gained -4.0% 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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