Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PFI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
46%

Smart Money Signals — PFI

Based on 32 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
32 funds currently hold this stock — 84% of the 3.0-year high of 38 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

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

More sellers than buyers — 46% buying

13 buying15 selling
Last quarter: 15 funds reduced or exited vs 13 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 — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 6 → 3 → 5. 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+) ■ 25% medium ■ 12% new
20 out of 32 hedge funds have held PFI 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.
💰

Price up while funds trimmed (+14% value, -14% shares)

Value
+13%
Shares
-14%
Last quarter: total value of institutional PFI holdings rose +14% even though funds reduced share count by 14%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~5 new funds/quarter

4 → 3 → 6 → 3 → 5 new funds/Q
New funds entering each quarter: 3 → 6 → 3 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 16% newcomers

■ 66% veterans ■ 19% 1-2yr ■ 16% new
Entry-cohort mix of 32 holders: 21 (66%) are 2+ year veterans, 6 entered 1–2 years ago, and 5 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
10 of 31 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in PFI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — PFI

In 2026 Q2, 13 hedge funds were net buyers of PFI (5 opened a new position, 8 added to an existing one), while 15 reduced or exited (10 trimmed, 5 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 58% of total institutional value in PFI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 32.

Hedge Fund Ownership: PFI

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

Market Analysis: PFI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFI

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: PFI
2026 Q3 Stats Unlock in 45 days 31 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 31 32 -3.12%
13F Shares 267K 311K -14.2%
Total Value $18M $16M 13.8%
New Positions 5 3 +2
Increased Positions 8 6 +2
Closed Positions 5 8 -3
Reduced Positions 10 13 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFI

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Institutional Holders (2026 Q2)

31 + investors

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

QUARTER:
Top 25 PFI 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% 7,663 $467K
2 Genesee Capital Advisors, LLC 0.16% 8,140 $496K
3 Sensible Money, LLC 0.10% 5,973 $364K
4 Bellevue Asset Management, LLC 0.04% 1,472 $90K
5 Laurel Wealth Advisors LLC 0.03% 4,367 $266K
6 Asset Dedication, LLC 0.02% 5,973 $364K
7 Transamerica Financial Advisors, LLC 0.02% 3,021 $184K
8 Farther Finance Advisors, LLC 0.01% 16,859 $1.0M
9 Providence Capital Advisors, LLC 0.00% 293 $18K
10 Geneos Wealth Management Inc. 0.00% 1,800 $110K
11 Silver Oak Securities, Incorporated 0.00% 483 $29K
12 LPL Financial LLC 0.00% 55,348 $3.4M
13 Two Sigma Investments, LP 0.00% 11,374 $693K
14 IFP Advisors, Inc 0.00% 300 $18K
15 Cetera Investment Advisers 0.00% 4,784 $291K
16 Integrated Wealth Concepts LLC 0.00% 757 $46K
17 Bank of America Corp /de/ 0.00% 54,276 $3.3M
18 Huntington National Bank 0.00% 642 $39K
19 Jones Financial Companies Lllp 0.00% 4,012 $244K
20 Raymond James Financial Inc 0.00% 5,601 $341K
21 Morgan Stanley 0.00% 28,288 $1.7M
22 UBS Group AG 0.00% 11,411 $695K
23 Susquehanna International Group, LLP 0.00% 14,906 $908K
24 Osaic Holdings, INC. 0.00% 745 $45K
25 Goldman Sachs Group Inc 0.00% 6,667 $406K
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 (PFI)

What does the Smart Money Trend signal show for PFI?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for PFI?

More sellers than buyers — 46% buying: Last quarter: 15 funds reduced or exited vs 13 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 PFI holders?

Elite ownership — 58% AUM from top-100 funds: 10 of 31 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in PFI. 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 PFI?

62% of holders stayed for 2+ years: 20 out of 32 hedge funds have held PFI 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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