Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PGJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — PGJ

Based on 38 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 PGJ 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 — 78% of 3.0Y peak

78% of all-time peak
38 funds currently hold this stock — 78% of the 3.0-year high of 49 funds (reached 2023 Q4). 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 PGJ is almost the same as a year ago (-1 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

15 buying17 selling
Last quarter: 17 funds reduced or exited vs 15 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 3 → 5 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

76% of holders stayed for 2+ years

■ 76% conviction (2yr+) ■ 13% medium ■ 11% new
29 out of 38 hedge funds have held PGJ 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 — ~6 new funds/quarter

6 → 7 → 3 → 5 → 6 new funds/Q
New funds entering each quarter: 7 → 3 → 5 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 82% veterans vs 11% newcomers

■ 82% veterans ■ 8% 1-2yr ■ 11% new
Entry-cohort mix of 38 holders: 31 (82%) are 2+ year veterans, 3 entered 1–2 years ago, and 4 (11%) 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
14 of 38 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in PGJ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.3
out of 10
Low Exit Risk
Exit risk score 2.3/10 — 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 — PGJ

In 2026 Q2, 15 hedge funds were net buyers of PGJ (6 opened a new position, 9 added to an existing one), while 17 reduced or exited (12 trimmed, 5 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 54% of total institutional value in PGJ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 38.

Hedge Fund Ownership: PGJ

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

Market Analysis: PGJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PGJ

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: PGJ
2026 Q3 Stats Unlock in 46 days 38 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 38 37 2.7%
13F Shares 500K 551K -9.26%
Total Value $10M $12M -22.46%
New Positions 6 5 +1
Increased Positions 9 10 -1
Closed Positions 5 5 -
Reduced Positions 12 11 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PGJ

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Valuation Measures Data as of: --

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

38 + investors

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

QUARTER:
Top 25 PGJ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avestar Capital, LLC 0.04% 33,290 $751K
2 Pacific Center for Financial Services 0.03% 5,080 $115K
3 IHT Wealth Management, LLC 0.02% 41,136 $928K
4 Harvest Fund Management Co., Ltd 0.00% 3,743 $84K
5 Federation des caisses Desjardins du Quebec 0.00% 32,280 $729K
6 Main Street Group, LTD 0.00% 362 $8K
7 Mml Investors Services, LLC 0.00% 18,691 $422K
8 BNP Paribas Financial Markets 0.00% 80,000 $1.8M
9 Wealth Enhancement Advisory Services, LLC 0.00% 8,705 $206K
10 Commonwealth Equity Services, LLC 0.00% 11,127 $251K
11 Global Retirement Partners, LLC 0.00% 849 $19K
12 Ashton Thomas Private Wealth, LLC 0.00% 555 $13K
13 Raymond James Financial Inc 0.00% 38,073 $859K
14 Envestnet Asset Management Inc 0.00% 40,806 $921K
15 IFP Advisors, Inc 0.00% 243 $5K
16 Wells Fargo & Company/Mn 0.00% 17,945 $405K
17 LPL Financial LLC 0.00% 9,796 $221K
18 Morgan Stanley 0.00% 37,654 $850K
19 Osaic Holdings, INC. 0.00% 1,530 $35K
20 Spire Wealth Management 0.00% 51 $1K
21 UBS Group AG 0.00% 10,999 $248K
22 Goldman Sachs Group Inc 0.00% 15,478 $349K
23 US Bancorp \de\ 0.00% 1,000 $23K
24 Jones Financial Companies Lllp 0.00% 2,749 $61K
25 Citadel Advisors LLC 0.00% 9,127 $206K
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 (PGJ)

What does the Smart Money Trend signal show for PGJ?

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

More sellers than buyers — 47% buying: Last quarter: 17 funds reduced or exited vs 15 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 PGJ holders?

Elite ownership — 54% AUM from top-100 funds: 14 of 38 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in PGJ. 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 PGJ?

76% of holders stayed for 2+ years: 29 out of 38 hedge funds have held PGJ 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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