Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PGF)

149 + Investors. Track Smart Money conviction in PGF. 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
↑ +2
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — PGF

Based on 151 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PGF 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.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
151 funds currently hold this stock — 87% of the 3.0-year high of 173 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PGF is almost the same as a year ago (-5 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 57% buying

69 buying51 selling
Last quarter: 69 funds bought or added vs 51 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 — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 20 → 16 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 17% medium 17% new
101 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.
➡️

Steady discovery — ~18 new funds/quarter

16 → 19 → 20 → 16 → 18 new funds/Q
New funds entering each quarter: 19 → 20 → 16 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 19% newcomers

68% veterans 14% 1-2yr 19% new
Entry-cohort mix of 151 holders: 102 (68%) are 2+ year veterans, 21 entered 1–2 years ago, and 28 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
18 of 151 holders are among the 100 largest funds by AUM, controlling 54% 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 Q2, 69 hedge funds were net buyers of PGF (18 opened a new position, 51 added to an existing one), while 51 reduced or exited (35 trimmed, 16 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 54% of total institutional value in PGF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 151.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: PGF
149 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 149 149 -
13F Shares 10M 10M 1.43%
Total Value $138M $136M 1.39%
New Positions 17 16 +1
Increased Positions 51 44 +7
Closed Positions 17 24 -7
Reduced Positions 35 44 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PGF

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Institutional Holders (2026 Q2)

149 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lord & Richards Wealth Management, LLC 0.97% 90,368 $1.2M
2 Investors Research Corp 0.93% 378,941 $5.2M
3 Sterneck Capital Management, LLC 0.90% 153,735 $2.1M
4 Tailwinds Wealth, LLC 0.54% 67,104 $920K
5 Avory & Company, LLC 0.45% 26,492 $363K
6 Wealth Advisory Solutions, LLC 0.35% 125,664 $1.7M
7 Maripau Wealth Management LLC 0.30% 59,866 $829K
8 Field & Main Bank 0.29% 101,976 $1.4M
9 North Star Investment Management Corp. 0.25% 338,254 $4.6M
10 Walker Asset Management, LLC 0.23% 33,470 $459K
11 Signal Advisors Wealth, LLC 0.21% 302,502 $4.1M
12 City Center Advisors, LLC 0.16% 14,393 $197K
13 Rosenblum Silverman Sutton S F Inc /Ca 0.13% 40,845 $560K
14 HF Advisory Group, LLC 0.11% 25,438 $349K
15 Novak & Powell Financial Services, Inc. 0.11% 16,277 $223K
16 Gilpin Wealth Management, LLC 0.09% 10,025 $137K
17 Leigh Baldwin & CO., LLC 0.09% 12,500 $171K
18 Western Financial Corp/CA 0.09% 22,086 $303K
19 Magnus Financial Group LLC 0.09% 87,699 $1.2M
20 LJI Wealth Management, LLC 0.08% 41,353 $567K
21 Accel Wealth Management 0.07% 24,301 $333K
22 Joseph P. Lucia & Associates, LLC 0.07% 16,316 $224K
23 Abbot Financial Management, Inc. 0.06% 13,861 $190K
24 Leading Edge Financial Planning LLC 0.06% 26,014 $357K
25 Boreal Capital Management LLC 0.06% 5,847 $80K
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?

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

Slight buying edge — 57% buying: Last quarter: 69 funds bought or added vs 51 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 PGF holders?

Elite ownership — 54% AUM from top-100 funds: 18 of 151 holders are among the 100 largest funds by AUM, controlling 54% 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?

67% of holders stayed for 2+ years: 101 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.

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