Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (PHB)

109 + Investors. Track Smart Money conviction in PHB. 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
45%

Smart Money Signals — PHB

Based on 111 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 PHB 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 — 92% of 3.0Y peak

92% of all-time peak
111 funds currently hold this stock — 92% of the 3.0-year high of 121 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 PHB is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

43 buying53 selling
Last quarter: 53 funds reduced or exited vs 43 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 — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 20 → 15 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 14% medium ■ 18% new
76 out of 111 hedge funds have held PHB 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

10 → 8 → 20 → 15 → 17 new funds/Q
New funds entering each quarter: 8 → 20 → 15 → 17. A growing number of institutions are discovering PHB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 19% newcomers

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Entry-cohort mix of 111 holders: 80 (72%) are 2+ year veterans, 10 entered 1–2 years ago, and 21 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
16 of 110 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in PHB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — PHB

In 2026 Q2, 43 hedge funds were net buyers of PHB (17 opened a new position, 26 added to an existing one), while 53 reduced or exited (37 trimmed, 16 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 64% of total institutional value in PHB 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: 111.

Hedge Fund Ownership: PHB

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

Market Analysis: PHB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PHB

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: PHB
109 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 109 110 -0.91%
13F Shares 11M 13M -15.32%
Total Value $190M $220M -13.52%
New Positions 17 15 +2
Increased Positions 26 33 -7
Closed Positions 17 21 -4
Reduced Positions 37 38 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PHB

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Institutional Holders (2026 Q2)

109 + investors

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

QUARTER:
Top 25 PHB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blueline Advisors LLC 3.91% 309,012 $5.7M
2 Curry Webb Wealth Management LLC 1.31% 172,639 $3.2M
3 Islay Capital Management, LLC 0.74% 87,277 $1.6M
4 Hyundai Investments Co., Ltd. 0.71% 35,885 $657K
5 Revolve Wealth Partners, LLC 0.61% 320,350 $5.9M
6 Omega Financial Group, LLC 0.57% 103,009 $1.9M
7 Highland Investment Advisors LLC 0.36% 45,448 $831K
8 Asset Allocation Strategies LLC 0.33% 118,382 $2.2M
9 Evergreen Capital Management LLC 0.22% 692,872 $12.7M
10 Wagner Wealth Management, LLC 0.12% 35,463 $649K
11 Code Waechter LLC 0.11% 11,944 $218K
12 Great Waters Wealth Management 0.08% 47,569 $870K
13 TCFG Investment Advisors, LLC 0.08% 12,443 $228K
14 Friedenthal Financial 0.07% 8,806 $161K
15 Prudent Investors Network, INC. 0.07% 18,523 $339K
16 Clearstead Trust, LLC 0.05% 19,639 $359K
17 Csenge Advisory Group 0.05% 62,466 $1.1M
18 Valley Wealth Managers, INC. 0.04% 42,431 $776K
19 Global Retirement Partners, LLC 0.04% 160,215 $2.9M
20 Nwam LLC 0.04% 40,810 $746K
21 Wealth Enhancement Trust Services, Inc. 0.03% 13,598 $253K
22 Silver Oak Securities, Incorporated 0.02% 22,465 $411K
23 Savvy Advisors, Inc. 0.02% 42,612 $779K
24 DHJJ Financial Advisors, Ltd. 0.02% 3,124 $57K
25 McAdam, LLC 0.02% 22,491 $411K
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 Exch Traded Fd Tr II (PHB)

What does the Smart Money Trend signal show for PHB?

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

More sellers than buyers — 45% buying: Last quarter: 53 funds reduced or exited vs 43 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 PHB holders?

Elite ownership — 64% AUM from top-100 funds: 16 of 110 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in PHB. 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 PHB?

68% of holders stayed for 2+ years: 76 out of 111 hedge funds have held PHB 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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