Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCHANGE TRADED FD T (PDP)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
3Q ▼
Buyers last Q
40%

Smart Money Signals — PDP

Based on 189 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their PDP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
189 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 (-5 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 40% buying

62 buying94 selling
Last quarter: 94 funds reduced or exited vs 62 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 (+10 vs last Q)

new funds entering per quarter
Funds opening a new PDP position: 20 → 18 → 16 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 23% medium 14% new
120 out of 189 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

28 → 20 → 18 → 16 → 26 new funds/Q
New funds entering each quarter: 20 → 18 → 16 → 26. A growing number of institutions are discovering PDP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

63% veterans 16% 1-2yr 20% new
Of 189 current holders: 120 (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 — 42% AUM from top-100 funds

42% from top-100 AUM funds
16 of 189 holders are among the 100 largest funds by AUM, controlling 42% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: PDP
2026 Q1 Stats Unlock in 17 days 189 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 189 193 -2.07%
13F Shares 7M 7M 2.32%
Total Value $763M $768M -0.65%
New Positions 26 16 +10
Increased Positions 36 50 -14
Closed Positions 30 18 +12
Reduced Positions 64 67 -3
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PDP

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

189 + investors

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

Top 25 institutional holders of PDP — 2025 Q4 · 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 PMG Wealth Management, Inc. 0.85% 9,705 $1.2M
4 Sovereign Financial Group, Inc. 0.35% 16,767 $2.0M
5 Eagle Bay Advisors LLC 0.34% 3,181 $384K
6 KELLY FINANCIAL GROUP LLC 0.33% 10,913 $1.3M
7 Heirloom Wealth Management 0.32% 14,882 $1.8M
8 Prospera Financial Services Inc 0.27% 139,817 $16.9M
9 NBC SECURITIES, INC. 0.26% 28,591 $3.5M
10 GOLDEN ROAD ADVISORS LLC 0.22% 3,175 $383K
11 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.22% 33,954 $4.1M
12 Post Resch Tallon Group Inc. 0.21% 2,115 $259K
13 Realta Investment Advisors 0.19% 4,418 $533K
14 B. Riley Wealth Advisors, Inc. 0.18% 24,742 $2.9M
15 First City Capital Management, Inc. 0.17% 2,585 $312K
16 WealthBridge Capital Management, LLC 0.14% 5,130 $619K
17 Trinity Wealth Management, LLC 0.14% 3,070 $371K
18 CWC Advisors, LLC. 0.12% 2,006 $242K
19 Global Assets Advisory, LLC 0.11% 3,200 $386K
20 Selective Wealth Management, Inc. 0.11% 2,798 $371K
21 Trueblood Wealth Management, LLC 0.09% 1,912 $231K
22 Castle Rock Wealth Management, LLC 0.08% 3,130 $385K
23 PFG Investments, LLC 0.08% 14,104 $1.7M
24 COMMONWEALTH EQUITY SERVICES, LLC 0.07% 386,491 $46.7M
25 Janney Montgomery Scott LLC 0.05% 179,803 $22K
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?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their PDP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PDP?

More sellers than buyers — 40% buying: Last quarter: 94 funds reduced or exited vs 62 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 — 42% AUM from top-100 funds: 16 of 189 holders are among the 100 largest funds by AUM, controlling 42% 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?

63% of holders stayed for 2+ years: 120 out of 189 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.