Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PEY)

174 + 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
↓ -4
Streak
2Q ▼
Buyers last Q
40%

Smart Money Signals — PEY

Based on 175 hedge funds · latest filing: 2026 Q1 · 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 — 90% of 3.0Y peak

90% of all-time peak
175 funds currently hold this stock — 90% of the 3.0-year high of 195 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
16 fewer hedge funds hold PEY compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

61 buying90 selling
Last quarter: 90 funds reduced or exited vs 61 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new PEY position: 16 → 17 → 13 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 20% medium ■ 14% new
116 out of 175 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 — ~19 new funds/quarter

19 → 16 → 17 → 13 → 19 new funds/Q
New funds entering each quarter: 16 → 17 → 13 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 12% 1-2yr ■ 19% new
Of 177 current holders: 121 (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 — 64% AUM from top-100 funds

64% from top-100 AUM funds
19 of 175 holders are among the 100 largest funds by AUM, controlling 64% 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — PEY

In 2026 Q1, 61 hedge funds were net buyers of PEY (19 opened a new position, 42 added to an existing one), while 90 reduced or exited (67 trimmed, 23 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 64% of total institutional value in PEY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 175.

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

-- --

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

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

Signal Freshness measures how much PEY 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 · 77d ago
PEY
+8.3%
SPY
+15.9%

PEY outperformed SPY by -7.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
PEY
+5.0%
SPY
+2.0%

Since the filing became public, PEY outperformed SPY by +3.0% .

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.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: PEY
174 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 174 179 -2.79%
13F Shares 17M 19M -10.51%
Total Value $362M $414M -12.59%
New Positions 18 13 +5
Increased Positions 43 59 -16
Closed Positions 23 29 -6
Reduced Positions 65 62 +3
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: PEY

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Institutional Holders (2026 Q1)

174 + investors

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

QUARTER:
Top 25 PEY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Good Steward Wealth Advisors,LLC 3.05% 221,437 $4.7M
2 Investors Research Corp 1.54% 377,215 $8.1M
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 Salomon & Ludwin, LLC 0.40% 205,185 $4.4M
7 Aft, Forsyth & Company, INC. 0.34% 33,328 $714K
8 Aspire Capital Advisors LLC 0.33% 68,566 $1.5M
9 Barrett & Company, INC. 0.29% 38,878 $833K
10 New Insight Wealth Advisors 0.26% 33,301 $713K
11 BKM Wealth Management, LLC 0.25% 31,755 $680K
12 Wealth Alliance, LLC 0.18% 86,798 $1.9M
13 Lifetime Wealth Management P.C. 0.16% 13,428 $288K
14 City State Bank 0.16% 28,354 $607K
15 David J Yvars Group 0.14% 11,800 $251K
16 Tred Avon Family Wealth, LLC 0.13% 17,849 $382K
17 GHP Investment Advisors, Inc. 0.12% 137,591 $2.9M
18 LGT Financial Advisors LLC 0.11% 1,000 $21K
19 Creekside Partners 0.11% 12,443 $267K
20 Revisor Wealth Management LLC 0.09% 15,960 $342K
21 AdvisorNet Financial, Inc 0.09% 81,804 $1.8M
22 AlphaCore Capital LLC 0.09% 170,036 $3.6M
23 Mindset Wealth Management, LLC 0.08% 14,545 $312K
24 Financial Insights, Inc. 0.08% 11,600 $236K
25 NWF Advisory Services Inc. 0.08% 31,881 $683K
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 — 40% buying: Last quarter: 90 funds reduced or exited vs 61 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 — 64% AUM from top-100 funds: 19 of 175 holders are among the 100 largest funds by AUM, controlling 64% 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?

66% of holders stayed for 2+ years: 116 out of 175 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.

Is it too late to buy Invesco Exchange Traded Fd T (PEY) following the 2026 Q1 hedge fund 13F filings?

As of today, PEY has moved +5.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +3.0%. Since the quarter end (March 31, 2026), PEY has gained +8.3% vs +15.9% 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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