Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PDP)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
43%

Smart Money Signals — PDP

Based on 203 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PDP 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
203 hedge funds hold PDP 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PDP is almost the same as a year ago (-1 funds, 0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

60 buying79 selling
Last quarter: 79 funds reduced or exited vs 60 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 17 → 27 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 21% medium 13% new
135 out of 203 hedge funds have held PDP 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.
📈

Growing discovery — still being found

21 → 18 → 17 → 27 → 24 new funds/Q
New funds entering each quarter: 18 → 17 → 27 → 24. A growing number of institutions are discovering PDP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 14% 1-2yr 18% new
Of 205 current holders: 139 (68%) 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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
25 of 203 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in PDP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — PDP

In 2026 Q1, 60 hedge funds were net buyers of PDP (24 opened a new position, 36 added to an existing one), while 79 reduced or exited (63 trimmed, 16 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 43% of total institutional value in PDP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 203.

Hedge Fund Ownership: PDP

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

Market Analysis: PDP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PDP

-- --

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

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

Signal Freshness measures how much PDP 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 · 80d ago
PDP
nan%
SPY
+13.9%

PDP outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
PDP
nan%
SPY
+0.2%

Since the filing became public, PDP outperformed SPY by nan% .

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.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: PDP
203 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 203 195 4.1%
13F Shares 6M 7M -9.8%
Total Value $699M $765M -8.58%
New Positions 24 27 -3
Increased Positions 36 36 -
Closed Positions 16 30 -14
Reduced Positions 63 67 -4
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: PDP

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Institutional Holders (2026 Q1)

203 + investors

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

QUARTER:
Top 25 PDP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strid Group, LLC 1.60% 107,131 $12.9M
2 JBR Co Financial Management Inc 1.42% 29,153 $3.4M
3 NewSquare Capital LLC 1.13% 108,116 $13.1M
4 MTM Investment Management, LLC 1.11% 28,978 $3.5M
5 PMG Wealth Management, Inc. 0.85% 9,705 $1.2M
6 Wagner Wealth Management, Corp 0.64% 5,885 $711K
7 Institute for Wealth Management, LLC. 0.55% 42,769 $5.2M
8 Redwood Family Wealth LLC 0.51% 4,283 $517K
9 Tradition Wealth Management, LLC 0.43% 50,219 $6.1M
10 Second Half Financial Partners, LLC 0.41% 7,460 $901K
11 Millennium Capital Advisors, LLC 0.39% 5,262 $636K
12 LJI Wealth Management, LLC 0.37% 19,199 $2.3M
13 Sovereign Financial Group, Inc. 0.35% 16,767 $2.0M
14 Calton & Associates, INC. 0.34% 19,822 $2.4M
15 Eagle Bay Advisors LLC 0.34% 3,181 $384K
16 Kelly Financial Group LLC 0.33% 10,913 $1.3M
17 Summit Financial, LLC 0.32% 210,653 $25.4M
18 Heirloom Wealth Management 0.32% 14,882 $1.8M
19 MorganRosel Wealth Management, LLC 0.29% 6,042 $730K
20 Kiker Wealth Management, LLC 0.28% 4,819 $582K
21 Mullooly Asset Management, Inc. 0.28% 6,189 $747K
22 Prospera Financial Services Inc 0.27% 139,817 $16.9M
23 Nbc Securities, INC. 0.26% 28,591 $3.5M
24 Prosperity Financial Group, Inc. 0.23% 5,165 $624K
25 Golden Road Advisors LLC 0.22% 3,175 $383K
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 (PDP)

What does the Smart Money Trend signal show for PDP?

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

More sellers than buyers — 43% buying: Last quarter: 79 funds reduced or exited vs 60 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PDP holders?

Elite ownership — 43% AUM from top-100 funds: 25 of 203 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in PDP. 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 PDP?

67% of holders stayed for 2+ years: 135 out of 203 hedge funds have held PDP 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 (PDP) following the 2026 Q1 hedge fund 13F filings?

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