Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCHANGE TRADED FD T (PEY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -14
Streak
2Q ▼
Buyers last Q
45%

Smart Money Signals — PEY

Based on 166 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their PEY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
166 funds currently hold this stock — 88% of the 3.0-year high of 189 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 10% fewer funds vs a year ago

fund count last 6Q
19 fewer hedge funds hold PEY compared to a year ago (-10% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 45% buying

70 buying86 selling
Last quarter: 86 funds reduced or exited vs 70 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 — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 15 → 14 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 19% medium ■ 11% new
115 out of 166 hedge funds have held PEY 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.
➡️

Steady discovery — ~13 new funds/quarter

22 → 16 → 15 → 14 → 13 new funds/Q
New funds entering each quarter: 16 → 15 → 14 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 15% 1-2yr ■ 15% new
Of 168 current holders: 116 (69%) 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 — 63% AUM from top-100 funds

63% from top-100 AUM funds
14 of 166 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in PEY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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: PEY

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

Market Analysis: PEY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PEY

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

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: PEY
2026 Q1 Stats Unlock in 19 days 168 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 168 184 -8.7%
13F Shares 19M 20M -4.67%
Total Value $407M $419M -2.91%
New Positions 13 14 -1
Increased Positions 62 58 +4
Closed Positions 27 17 +10
Reduced Positions 62 78 -16
Total Calls 2 2 -
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: PEY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

168 + investors

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

Top 25 institutional holders of PEY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Investors Research Corp 1.54% 377,215 $8.1M
2 Stolper Co 1.28% 13,761 $5K
3 Cresta Advisors, Ltd. 1.12% 127,797 $2.7M
4 FOUNDERS GROVE WEALTH PARTNERS, LLC 0.80% 165,003 $3.5M
5 Axis Wealth Partners, LLC 0.71% 62,180 $1.3M
6 Capital Advisors, Ltd. LLC 0.41% 170,189 $4K
7 Aspire Capital Advisors LLC 0.33% 68,566 $1.5M
8 BKM Wealth Management, LLC 0.25% 31,755 $680K
9 City State Bank 0.16% 28,354 $607K
10 David J Yvars Group 0.14% 11,800 $251K
11 First PREMIER Bank 0.13% 25,860 —
12 TRED AVON FAMILY WEALTH, LLC 0.13% 17,849 $382K
13 GHP Investment Advisors, Inc. 0.12% 137,591 $2.9M
14 LGT Financial Advisors LLC 0.11% 1,000 $21K
15 Creekside Partners 0.11% 12,443 $267K
16 Revisor Wealth Management LLC 0.09% 15,960 $342K
17 AdvisorNet Financial, Inc 0.09% 81,804 $1.8M
18 MINDSET WEALTH MANAGEMENT, LLC 0.08% 14,545 $312K
19 Financial Insights, Inc. 0.08% 11,600 $236K
20 Sovereign Financial Group, Inc. 0.08% 20,198 $433K
21 PRECEDENT WEALTH PARTNERS, LLC 0.07% 15,205 $326K
22 IFP Advisors, Inc 0.05% 122,991 $2.6M
23 KINGSWOOD WEALTH ADVISORS, LLC 0.04% 38,369 $822K
24 GILL CAPITAL PARTNERS, LLC 0.03% 5,665 $121K
25 Kozak & Associates, Inc. 0.02% 5,751 $124K
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 (PEY)

What does the Smart Money Trend signal show for PEY?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their PEY 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 PEY?

More sellers than buyers — 45% buying: Last quarter: 86 funds reduced or exited vs 70 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 PEY holders?

Elite ownership — 63% AUM from top-100 funds: 14 of 166 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in PEY. 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 PEY?

69% of holders stayed for 2+ years: 115 out of 166 hedge funds have held PEY 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.