Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PGF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
2Q ▼
Buyers last Q
47%

Smart Money Signals — PGF

Based on 148 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their PGF 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
148 funds currently hold this stock — 86% of the 3.0-year high of 172 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
12 fewer hedge funds hold PGF compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

60 buying68 selling
Last quarter: 68 funds reduced or exited vs 60 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 — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 19 → 20 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 20% medium ■ 15% new
96 out of 148 hedge funds have held PGF 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 — ~16 new funds/quarter

19 → 15 → 19 → 20 → 16 new funds/Q
New funds entering each quarter: 15 → 19 → 20 → 16. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 13% 1-2yr ■ 20% new
Entry-cohort mix of 148 holders: 100 (68%) are 2+ year veterans, 19 entered 1–2 years ago, and 29 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
17 of 148 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in PGF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — PGF

In 2026 Q1, 60 hedge funds were net buyers of PGF (16 opened a new position, 44 added to an existing one), while 68 reduced or exited (44 trimmed, 24 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 55% of total institutional value in PGF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 148.

Hedge Fund Ownership: PGF

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

Market Analysis: PGF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PGF

-- --

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

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

Signal Freshness measures how much PGF 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 · 76d ago
PGF
+0.4%
SPY
+15.9%

PGF outperformed SPY by -15.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
PGF
-0.6%
SPY
+2.0%

Since the filing became public, PGF outperformed SPY by -2.6% .

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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: PGF
146 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 146 156 -6.41%
13F Shares 10M 10M -2.47%
Total Value $136M $147M -7.93%
New Positions 16 20 -4
Increased Positions 43 43 -
Closed Positions 26 21 +5
Reduced Positions 44 50 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PGF

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

146 + investors

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

QUARTER:
Top 25 PGF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lord & Richards Wealth Management, LLC 1.02% 84,373 $1.2M
2 Investors Research Corp 0.93% 352,719 $4.9M
3 Sterneck Capital Management, LLC 0.89% 143,954 $2.0M
4 Tailwinds Wealth, LLC 0.75% 22,242 $306K
5 Rosenblum Silverman Sutton S F Inc /Ca 0.58% 161,546 $2.2M
6 Avory & Company, LLC 0.42% 23,681 $326K
7 Field & Main Bank 0.39% 96,677 $1.3M
8 Wealth Advisory Solutions, LLC 0.34% 111,462 $1.5M
9 Maripau Wealth Management LLC 0.31% 51,404 $707K
10 Walker Asset Management, LLC 0.27% 36,420 $501K
11 North Star Investment Management Corp. 0.27% 318,191 $4.4M
12 Signal Advisors Wealth, LLC 0.20% 215,944 $3.0M
13 City Center Advisors, LLC 0.16% 12,632 $174K
14 Novak & Powell Financial Services, Inc. 0.12% 16,348 $225K
15 Gilpin Wealth Management, LLC 0.12% 11,025 $152K
16 Accel Wealth Management 0.12% 32,762 $451K
17 HF Advisory Group, LLC 0.11% 23,849 $328K
18 Leigh Baldwin & CO., LLC 0.11% 12,500 $172K
19 Western Financial Corp/CA 0.11% 20,070 $276K
20 Magnus Financial Group LLC 0.10% 86,405 $1.2M
21 LJI Wealth Management, LLC 0.09% 40,935 $563K
22 Joseph P. Lucia & Associates, LLC 0.09% 17,846 $246K
23 Abbot Financial Management, Inc. 0.08% 13,844 $190K
24 Leading Edge Financial Planning LLC 0.08% 25,982 $358K
25 Evoke Wealth, LLC 0.07% 301,284 $4.1M
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 (PGF)

What does the Smart Money Trend signal show for PGF?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their PGF 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 PGF?

More sellers than buyers — 47% buying: Last quarter: 68 funds reduced or exited vs 60 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 PGF holders?

Elite ownership — 55% AUM from top-100 funds: 17 of 148 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in PGF. 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 PGF?

65% of holders stayed for 2+ years: 96 out of 148 hedge funds have held PGF 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 (PGF) following the 2026 Q1 hedge fund 13F filings?

As of today, PGF has moved -0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -2.6%. Since the quarter end (March 31, 2026), PGF has gained +0.4% vs +15.9% 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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