Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PEZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
40%

Smart Money Signals — PEZ

Based on 24 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 PEZ 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.
🔻

Below peak — only 65% of 3.0Y high

65% of all-time peak
Only 24 funds hold PEZ today versus a peak of 37 funds at 2024 Q4 — just 65% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 17% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold PEZ compared to a year ago (-17% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

6 buying9 selling
Last quarter: 9 funds reduced or exited vs 6 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 — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 5 → 1 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 29% medium ■ 8% new
15 out of 24 hedge funds have held PEZ 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.
⚠️

Saturation — most institutions already know this story

4 → 6 → 5 → 1 → 2 new funds/Q
New funds entering each quarter: 6 → 5 → 1 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 71% veterans vs 8% newcomers

■ 71% veterans ■ 21% 1-2yr ■ 8% new
Entry-cohort mix of 24 holders: 17 (71%) are 2+ year veterans, 5 entered 1–2 years ago, and 2 (8%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
6 of 23 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in PEZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.0
out of 10
Low Exit Risk
Exit risk score 2.0/10 — 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 — PEZ

In 2026 Q2, 6 hedge funds were net buyers of PEZ (2 opened a new position, 4 added to an existing one), while 9 reduced or exited (8 trimmed, 1 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. 53% of total institutional value in PEZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 24.

Hedge Fund Ownership: PEZ

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

Market Analysis: PEZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PEZ

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: PEZ
23 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 23 23 -
13F Shares 97K 96K 1.01%
Total Value $10M $9M 8.26%
New Positions 2 1 +1
Increased Positions 4 5 -1
Closed Positions 1 5 -4
Reduced Positions 8 8 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PEZ

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Institutional Holders (2026 Q2)

23 + investors

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

QUARTER:
Top 24 PEZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Trueblood Wealth Management, LLC 0.16% 4,416 $457K
2 Genesee Capital Advisors, LLC 0.09% 2,725 $282K
3 Register Financial Advisors LLC 0.04% 1,111 $115K
4 Bellevue Asset Management, LLC 0.02% 369 $38K
5 Farther Finance Advisors, LLC 0.01% 9,273 $959K
6 Transamerica Financial Advisors, LLC 0.00% 281 $29K
7 MTM Investment Management, LLC 0.00% 82 $8K
8 Institute for Wealth Management, LLC. 0.00% 220 $23K
9 Harbour Investments, INC. 0.00% 800 $83K
10 Cetera Investment Advisers 0.00% 10,787 $1.1M
11 Osaic Holdings, INC. 0.00% 6,296 $651K
12 Integrated Wealth Concepts LLC 0.00% 1,036 $107K
13 Fifth Third Bancorp 0.00% 2,500 $259K
14 CENTRAL TRUST Co 0.00% 208 $22K
15 Bank of America Corp /de/ 0.00% 25,865 $2.7M
16 IFP Advisors, Inc 0.00% 80 $8K
17 LPL Financial LLC 0.00% 5,390 $558K
18 Morgan Stanley 0.00% 14,568 $1.5M
19 Susquehanna International Group, LLP 0.00% 5,631 $582K
20 Goldman Sachs Group Inc 0.00% 4,390 $454K
21 Blair William & Co/Il 0.00% 31 $3K
22 UBS Group AG 0.00% 482 $50K
23 Jones Financial Companies Lllp 0.00% 105 $11K
24 Wells Fargo & Company/Mn 0.00% — —
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 (PEZ)

What does the Smart Money Trend signal show for PEZ?

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

More sellers than buyers — 40% buying: Last quarter: 9 funds reduced or exited vs 6 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 PEZ holders?

Elite ownership — 53% AUM from top-100 funds: 6 of 23 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in PEZ. 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 PEZ?

62% of holders stayed for 2+ years: 15 out of 24 hedge funds have held PEZ 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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