Stock Analysis
Data Source: SEC EDGAR 13F
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Invesco Exchange Traded Fd T (PDP)

221 + 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
↑ +18
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — PDP

Based on 222 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
222 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.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

82 buying85 selling
Last quarter: 85 funds reduced or exited vs 82 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.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new PDP position: 18 → 27 → 25 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

61% conviction (2yr+) 19% medium 19% new
136 out of 222 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.
💰

Value +36% but shares only +8% — price-driven

Value
+36%
Shares
+8%
Last quarter: the total dollar value of institutional holdings rose +36%, but actual share count only changed +8%. 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

19 → 18 → 27 → 25 → 36 new funds/Q
New funds entering each quarter: 18 → 27 → 25 → 36. A growing number of institutions are discovering PDP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 21% newcomers

66% veterans 13% 1-2yr 21% new
Entry-cohort mix of 224 holders: 147 (66%) are 2+ year veterans, 29 entered 1–2 years ago, and 48 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
27 of 222 holders are among the 100 largest funds by AUM, controlling 47% 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 Q2, 82 hedge funds were net buyers of PDP (36 opened a new position, 46 added to an existing one), while 85 reduced or exited (67 trimmed, 18 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 47% of total institutional value in PDP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 222.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: PDP
221 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 221 204 8.33%
13F Shares 7M 6M 8.28%
Total Value $954M $700M 36.29%
New Positions 36 25 +11
Increased Positions 46 36 +10
Closed Positions 19 18 +1
Reduced Positions 66 63 +3
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: PDP

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Institutional Holders (2026 Q2)

221 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strid Group, LLC 1.78% 105,857 $16.1M
2 JBR Co Financial Management Inc 1.49% 26,974 $4.1M
3 NewSquare Capital LLC 1.45% 129,102 $19.6M
4 MTM Investment Management, LLC 1.24% 28,686 $4.4M
5 PMG Wealth Management, Inc. 0.95% 10,137 $1.5M
6 Affinity Wealth Management LLC 0.76% 38,969 $5.9M
7 Wagner Wealth Management, Corp 0.68% 5,575 $846K
8 Institute for Wealth Management, LLC. 0.57% 42,767 $6.5M
9 Redwood Family Wealth LLC 0.54% 4,088 $620K
10 Second Half Financial Partners, LLC 0.50% 8,044 $1.2M
11 Tradition Wealth Management, LLC 0.48% 51,631 $7.8M
12 Lloyd Advisory Services, LLC. 0.47% 8,029 $1.2M
13 Millennium Capital Advisors, LLC 0.44% 5,263 $799K
14 Sovereign Financial Group, Inc. 0.39% 16,767 $2.5M
15 Kelly Financial Group LLC 0.37% 10,827 $1.6M
16 Eagle Bay Advisors LLC 0.36% 3,181 $483K
17 Summit Financial, LLC 0.34% 206,793 $31.4M
18 Lanark Financial, INC. 0.29% 28,541 $4.3M
19 Calton & Associates, INC. 0.29% 13,077 $2.0M
20 Mullooly Asset Management, Inc. 0.29% 6,148 $932K
21 Osborne Partners Capital Management, LLC 0.29% 33,954 $5.2M
22 Kiker Wealth Management, LLC 0.28% 4,746 $720K
23 Prospera Financial Services Inc 0.28% 125,241 $19.0M
24 MorganRosel Wealth Management, LLC 0.27% 5,293 $803K
25 Prosperity Financial Group, Inc. 0.24% 5,164 $784K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 49% buying: Last quarter: 85 funds reduced or exited vs 82 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 — 47% AUM from top-100 funds: 27 of 222 holders are among the 100 largest funds by AUM, controlling 47% 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?

61% of holders stayed for 2+ years: 136 out of 222 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.

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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