Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PEJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — PEJ

Based on 88 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PEJ 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.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
88 funds currently hold this stock — 81% of the 3.0-year high of 108 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold PEJ 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 — 51% buying

37 buying35 selling
Last quarter: 37 funds bought or added vs 35 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new PEJ position: 13 → 5 → 13 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 12% medium ■ 19% new
60 out of 88 hedge funds have held PEJ 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.
🚀

Acceleration phase — new buyers rushing in

15 → 13 → 5 → 13 → 21 new funds/Q
New funds entering each quarter: 13 → 5 → 13 → 21. 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.
🏛️

Veteran-anchored — 74% veterans vs 17% newcomers

■ 74% veterans ■ 9% 1-2yr ■ 17% new
Entry-cohort mix of 88 holders: 65 (74%) are 2+ year veterans, 8 entered 1–2 years ago, and 15 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
18 of 88 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in PEJ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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 — PEJ

In 2026 Q2, 37 hedge funds were net buyers of PEJ (21 opened a new position, 16 added to an existing one), while 35 reduced or exited (24 trimmed, 11 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 48% of total institutional value in PEJ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 88.

Hedge Fund Ownership: PEJ

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

Market Analysis: PEJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PEJ

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: PEJ
88 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 88 78 12.82%
13F Shares 1M 2M -6.69%
Total Value $91M $85M 6.17%
New Positions 21 13 +8
Increased Positions 16 13 +3
Closed Positions 11 14 -3
Reduced Positions 24 27 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PEJ

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Institutional Holders (2026 Q2)

88 + investors

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

QUARTER:
Top 25 PEJ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kingsview Wealth Management, LLC 0.24% 293,668 $19.5M
2 Kwmg, LLC 0.20% 40,693 $2.7M
3 Navis Wealth Advisors, LLC 0.19% 7,668 $510K
4 BigSur Wealth Management LLC 0.12% 7,470 $497K
5 Black Swift Group, LLC 0.10% 10,750 $716K
6 Smith Shellnut Wilson LLC /Adv 0.09% 3,639 $223K
7 Ironwood Financial, llc 0.08% 7,390 $487K
8 Heritage Trust Co 0.03% 5,045 $336K
9 Stelac Advisory Services LLC 0.02% 1,762 $117K
10 Regatta Research & Money Management 0.02% 325 $22K
11 Gateway Wealth Partners, LLC 0.02% 5,091 $339K
12 Prudential plc 0.02% 52,900 $3.5M
13 Bernard Wealth Management Corp. 0.02% 750 $50K
14 Flagship Harbor Advisors, LLC 0.02% 7,172 $477K
15 Physician Wealth Advisors, Inc. 0.02% 1,966 $131K
16 Indivisible Partners 0.01% 3,868 $257K
17 CNB Bank 0.01% 415 $28K
18 Vision Financial Markets LLC 0.01% 158 $11K
19 Integrated Wealth Concepts LLC 0.01% 26,800 $1.8M
20 Atria Investments, Inc 0.00% 6,779 $451K
21 Mosley Wealth Management 0.00% 208 $14K
22 Institute for Wealth Management, LLC. 0.00% 736 $49K
23 Founders Financial Alliance, LLC 0.00% 400 $27K
24 XTX Topco Ltd 0.00% 3,930 $262K
25 SHP Wealth Management 0.00% 690 $46K
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 (PEJ)

What does the Smart Money Trend signal show for PEJ?

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

Slight buying edge — 51% buying: Last quarter: 37 funds bought or added vs 35 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 PEJ holders?

Elite ownership — 48% AUM from top-100 funds: 18 of 88 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in PEJ. 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 PEJ?

68% of holders stayed for 2+ years: 60 out of 88 hedge funds have held PEJ 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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