Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (PFIG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
69%

Smart Money Signals — PFIG

Based on 32 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PFIG 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 — 86% of 3.0Y peak

86% of all-time peak
32 funds currently hold this stock — 86% of the 3.0-year high of 37 funds (reached 2025 Q2). 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 PFIG 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 buyers than sellers — 69% buying

22 buying10 selling
Last quarter: 22 funds were net buyers (3 opened a brand new position + 19 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 1 → 5 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 22% medium ■ 12% new
21 out of 32 hedge funds have held PFIG 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 — ~3 new funds/quarter

3 → 4 → 1 → 5 → 3 new funds/Q
New funds entering each quarter: 4 → 1 → 5 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 12% newcomers

■ 69% veterans ■ 19% 1-2yr ■ 12% new
Entry-cohort mix of 32 holders: 22 (69%) are 2+ year veterans, 6 entered 1–2 years ago, and 4 (12%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds
11 of 32 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in PFIG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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 — PFIG

In 2026 Q1, 22 hedge funds were net buyers of PFIG (3 opened a new position, 19 added to an existing one), while 10 reduced or exited (5 trimmed, 5 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. 72% of total institutional value in PFIG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 32.

Hedge Fund Ownership: PFIG

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

Market Analysis: PFIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFIG

-- --

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

Is It Too Late to Buy Invesco Exch Traded Fd Tr II (PFIG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PFIG 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 · 81d ago
PFIG
nan%
SPY
+15.1%

PFIG outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
PFIG
nan%
SPY
+1.3%

Since the filing became public, PFIG outperformed SPY by nan% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: PFIG
32 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 32 34 -5.88%
13F Shares 3M 3M 21.63%
Total Value $84M $70M 20.34%
New Positions 3 5 -2
Increased Positions 19 12 +7
Closed Positions 5 5 -
Reduced Positions 5 12 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFIG

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Valuation Measures Data as of: --

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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

32 + investors

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

QUARTER:
Top 25 PFIG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nikulski Financial, Inc. 0.66% 110,858 $2.7M
2 Copia Wealth Management 0.24% 14,371 $345K
3 Eclectic Associates Inc /Adv 0.21% 64,373 $1.5M
4 Insight Advisors, LLC/ PA 0.14% 29,542 $710K
5 Breakwater Capital Group 0.11% 35,051 $842K
6 Arkadios Wealth Advisors 0.11% 279,432 $6.7M
7 Hobbs Group Advisors, LLC 0.08% 11,685 $281K
8 Capital Investment Advisory Services, LLC 0.02% 9,132 $219K
9 Equitable Holdings, Inc. 0.01% 60,717 $1.5M
10 Truist Financial Corp 0.01% 265,079 $6.4M
11 LPL Financial LLC 0.00% 529,166 $12.7M
12 Strengthening Families & Communities, LLC 0.00% 544 $13K
13 Ameriprise Financial Inc 0.00% 542,267 $13.0M
14 Federation des caisses Desjardins du Quebec 0.00% 34,745 $835K
15 Advisory Services Network, LLC 0.00% 8,922 $214K
16 Western Wealth Management, LLC 0.00% 3,220 $77K
17 Cetera Investment Advisers 0.00% 55,356 $1.3M
18 Parallel Advisors, LLC 0.00% 2,000 $48K
19 Jones Financial Companies Lllp 0.00% 65,975 $1.6M
20 Allworth Financial LP 0.00% 2,379 $57K
21 Bank of America Corp /de/ 0.00% 46,492 $1.1M
22 Royal Bank of Canada 0.00% 17,975 $432K
23 Envestnet Asset Management Inc 0.00% 11,440 $275K
24 TD Waterhouse Canada Inc. 0.00% 725 $17K
25 Jane Street Group, LLC 0.00% 13,428 $323K
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 Exch Traded Fd Tr II (PFIG)

What does the Smart Money Trend signal show for PFIG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PFIG 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 PFIG?

More buyers than sellers — 69% buying: Last quarter: 22 funds were net buyers (3 opened a brand new position + 19 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PFIG holders?

Elite ownership — 72% AUM from top-100 funds: 11 of 32 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in PFIG. 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 PFIG?

66% of holders stayed for 2+ years: 21 out of 32 hedge funds have held PFIG 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 Exch Traded Fd Tr II (PFIG) following the 2026 Q1 hedge fund 13F filings?

As of today, PFIG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), PFIG has gained nan% vs +15.1% 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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