Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PFM)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — PFM

Based on 133 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak
133 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.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

55 buying50 selling
Last quarter: 55 funds bought or added vs 50 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.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 6 → 17 → 16. 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+) 20% medium 14% new
88 out of 133 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.
🚀

Acceleration phase — new buyers rushing in

11 → 10 → 6 → 17 → 16 new funds/Q
New funds entering each quarter: 10 → 6 → 17 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 65% veterans vs 19% newcomers

65% veterans 16% 1-2yr 19% new
Entry-cohort mix of 133 holders: 87 (65%) are 2+ year veterans, 21 entered 1–2 years ago, and 25 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
19 of 133 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — PFM

In 2026 Q1, 55 hedge funds were net buyers of PFM (16 opened a new position, 39 added to an existing one), while 50 reduced or exited (41 trimmed, 9 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 48% of total institutional value in PFM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 133.

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

-- --

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

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

Signal Freshness measures how much PFM 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 · 79d ago
PFM
+9.2%
SPY
+13.9%

PFM outperformed SPY by -4.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PFM
+2.9%
SPY
+0.2%

Since the filing became public, PFM outperformed SPY by +2.7% .

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
1.5
/ 10
conviction
Hedge Fund Positioning: PFM
133 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 133 126 5.56%
13F Shares 8M 8M -5.24%
Total Value $382M $412M -7.09%
New Positions 16 17 -1
Increased Positions 39 36 +3
Closed Positions 9 8 +1
Reduced Positions 41 38 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFM

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Institutional Holders (2026 Q1)

133 + investors

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

QUARTER:
Top 25 PFM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Flaharty Asset Management, LLC 3.17% 500,017 $25.5M
2 Nestegg Advisors, INC. 2.22% 49,575 $2.5M
3 Everstar Asset Management, LLC 1.91% 70,354 $3.6M
4 Atlas Private Wealth Advisors 0.52% 42,887 $2.2M
5 GreatBanc Trust CO 0.43% 12,150 $621K
6 Cape Ann Savings Bank 0.39% 15,205 $777K
7 Wealthspire Retirement, LLC 0.35% 113,619 $5.8M
8 PMG Wealth Management, Inc. 0.24% 6,485 $331K
9 Institute for Wealth Management, LLC. 0.21% 38,927 $2.0M
10 Focus Financial Network, Inc. 0.21% 113,274 $5.8M
11 Bond & Devick Financial Network, Inc. 0.19% 13,561 $693K
12 Truvestments Capital LLC 0.16% 17,050 $871K
13 LGT Financial Advisors LLC 0.13% 500 $26K
14 Strategies Wealth Advisors, LLC 0.12% 23,494 $1.2M
15 Kingswood Wealth Advisors, LLC 0.12% 48,953 $2.5M
16 Clearstead Advisors, LLC 0.11% 228,840 $11.7M
17 Financial Guidance Group, Inc. 0.11% 5,120 $262K
18 CreativeOne Wealth, LLC 0.09% 77,778 $4.0M
19 SteelPeak Wealth, LLC 0.08% 53,914 $2.8M
20 Nova Wealth Management, Inc. 0.08% 2,258 $115K
21 CFS Investment Advisory Services, LLC 0.07% 18,594 $1.0M
22 Citizens Financial Group Inc/Ri 0.07% 95,870 $4.9M
23 Revisor Wealth Management LLC 0.07% 4,664 $238K
24 Briaud Financial Planning Inc 0.06% 4,574 $234K
25 Choreo, LLC 0.06% 93,718 $4.8M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 52% buying: Last quarter: 55 funds bought or added vs 50 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 — 48% AUM from top-100 funds: 19 of 133 holders are among the 100 largest funds by AUM, controlling 48% 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?

66% of holders stayed for 2+ years: 88 out of 133 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.

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

As of today, PFM has moved +2.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.7%. Since the quarter end (March 31, 2026), PFM has gained +9.2% vs +13.9% 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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