Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCHANGE TRADED FD T (PGF)

151 + 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
→ 0
Streak
1Q —
Buyers last Q
47%

Smart Money Signals — PGF

Based on 151 hedge funds · latest filing: 2025 Q4 · 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 — 89% of 3.0Y peak

89% of all-time peak
151 funds currently hold this stock — 89% of the 3.0-year high of 169 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold PGF compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

61 buying69 selling
Last quarter: 69 funds reduced or exited vs 61 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 — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 15 → 18 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 24% medium ■ 13% new
95 out of 151 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.
📈

Growing discovery — still being found

21 → 16 → 15 → 18 → 20 new funds/Q
New funds entering each quarter: 16 → 15 → 18 → 20. A growing number of institutions are discovering PGF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Of 151 current holders: 100 (66%) 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 — 52% AUM from top-100 funds

52% from top-100 AUM funds
14 of 151 holders are among the 100 largest funds by AUM, controlling 52% 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.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: PGF
2026 Q1 Stats Unlock in 20 days 151 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 151 151 -
13F Shares 10M 10M -1.4%
Total Value $145M $152M -4.86%
New Positions 20 18 +2
Increased Positions 41 48 -7
Closed Positions 20 17 +3
Reduced Positions 49 45 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PGF

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

151 + investors

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

Top 25 institutional holders of PGF — 2025 Q4 · 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 Avory & Company, LLC 0.42% 23,681 $326K
5 Field & Main Bank 0.39% 96,677 $1.3M
6 Wealth Advisory Solutions, LLC 0.34% 111,462 $1.5M
7 Walker Asset Management, LLC 0.27% 36,420 $501K
8 North Star Investment Management Corp. 0.27% 318,191 $4.4M
9 Signal Advisors Wealth, LLC 0.20% 215,944 $3.0M
10 City Center Advisors, LLC 0.16% 12,632 $174K
11 GILPIN WEALTH MANAGEMENT, LLC 0.12% 11,025 $152K
12 Accel Wealth Management 0.12% 32,762 $451K
13 HF Advisory Group, LLC 0.11% 23,849 $328K
14 Western Financial Corp/CA 0.11% 20,070 $276K
15 Magnus Financial Group LLC 0.10% 86,405 $1.2M
16 VISION FINANCIAL MARKETS LLC 0.05% 4,000 $55K
17 BAYBAN 0.05% 3,900 $54K
18 Keudell/Morrison Wealth Management 0.04% 15,278 $210K
19 RFG HOLDINGS, INC. 0.04% 12,147 $167K
20 Essex LLC 0.03% 11,800 $162K
21 Prospera Financial Services Inc 0.02% 107,309 $1.5M
22 Palouse Capital Management, Inc. 0.02% 2,588 $36K
23 Hickory Point Bank & Trust 0.02% 2,500 $34K
24 Private Advisor Group, LLC 0.02% 335,492 $4.6M
25 MATAURO, LLC 0.02% 10,481 $144K
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?

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 PGF?

More sellers than buyers — 47% buying: Last quarter: 69 funds reduced or exited vs 61 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 — 52% AUM from top-100 funds: 14 of 151 holders are among the 100 largest funds by AUM, controlling 52% 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?

63% of holders stayed for 2+ years: 95 out of 151 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.

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.