Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCHANGE TRADED FD T (PFM)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — PFM

Based on 121 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PFM 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.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
121 hedge funds hold PFM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PFM is almost the same as a year ago (-4 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

51 buying45 selling
Last quarter: 51 funds bought or added vs 45 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new PFM position: 11 → 8 → 6 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 21% medium 15% new
77 out of 121 hedge funds have held PFM 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.
📈

Growing discovery — still being found

22 → 11 → 8 → 6 → 16 new funds/Q
New funds entering each quarter: 11 → 8 → 6 → 16. A growing number of institutions are discovering PFM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 11% 1-2yr 21% new
Of 121 current holders: 82 (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 — 45% AUM from top-100 funds

45% from top-100 AUM funds
17 of 121 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PFM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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: PFM

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

Market Analysis: PFM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFM

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

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 1 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: PFM
2026 Q1 Stats Unlock in 18 days 121 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 121 113 7.08%
13F Shares 8M 8M 3.8%
Total Value $409M $387M 5.8%
New Positions 16 6 +10
Increased Positions 35 36 -1
Closed Positions 8 14 -6
Reduced Positions 37 37 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

121 + investors

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

Top 25 institutional holders of PFM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NESTEGG ADVISORS, INC. 2.22% 49,575 $2.5M
2 Everstar Asset Management, LLC 1.91% 70,354 $3.6M
3 Atlas Private Wealth Advisors 0.52% 42,887 $2.2M
4 GreatBanc Trust CO 0.43% 12,150 $621K
5 CAPE ANN SAVINGS BANK 0.39% 15,205 $777K
6 PMG Wealth Management, Inc. 0.24% 6,485 $331K
7 Focus Financial Network, Inc. 0.21% 113,274 $5.8M
8 Bond & Devick Financial Network, Inc. 0.19% 13,561 $693K
9 LGT Financial Advisors LLC 0.13% 500 $26K
10 KINGSWOOD WEALTH ADVISORS, LLC 0.12% 48,953 $2.5M
11 Financial Guidance Group, Inc. 0.11% 5,120 $262K
12 Nova Wealth Management, Inc. 0.08% 2,258 $115K
13 CFS Investment Advisory Services, LLC 0.07% 18,594 $1.0M
14 CITIZENS FINANCIAL GROUP INC/RI 0.07% 95,870 $4.9M
15 Revisor Wealth Management LLC 0.07% 4,664 $238K
16 Briaud Financial Planning Inc 0.06% 4,574 $234K
17 J.W. COLE ADVISORS, INC. 0.06% 32,279 $1.6M
18 Koshinski Asset Management, Inc. 0.05% 14,170 $724K
19 IBEX WEALTH ADVISORS 0.04% 8,478 $433K
20 SUMMIT WEALTH GROUP LLC / CO 0.04% 7,094 $362K
21 WBH ADVISORY INC 0.04% 9,146 $468K
22 FLAGSHIP HARBOR ADVISORS, LLC 0.03% 15,266 $780K
23 Caldwell Trust Co 0.03% 6,148 $314K
24 American Capital Advisory, LLC 0.03% 1,358 $69K
25 PRIVATE TRUST CO NA 0.03% 5,866 $300K
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 (PFM)

What does the Smart Money Trend signal show for PFM?

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

Slight buying edge — 53% buying: Last quarter: 51 funds bought or added vs 45 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PFM holders?

Elite ownership — 45% AUM from top-100 funds: 17 of 121 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PFM. 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 PFM?

64% of holders stayed for 2+ years: 77 out of 121 hedge funds have held PFM 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.