Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (PIE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
60%

Smart Money Signals — PIE

Based on 59 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PIE 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 — 94% of 3.0Y peak

94% of all-time peak
59 funds currently hold this stock — 94% of the 3.0-year high of 63 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

31 buying21 selling
Last quarter: 31 funds were net buyers (8 opened a brand new position + 23 added to an existing one). Only 21 were sellers (15 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 6 → 9 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 22% medium ■ 12% new
39 out of 59 hedge funds have held PIE 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 — ~8 new funds/quarter

4 → 2 → 6 → 9 → 8 new funds/Q
New funds entering each quarter: 2 → 6 → 9 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 10% 1-2yr ■ 19% new
Of 59 current holders: 42 (71%) 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 — 40% AUM from top-100 funds

40% from top-100 AUM funds
10 of 59 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in PIE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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: PIE

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

Market Analysis: PIE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PIE

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

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PIE
2026 Q1 Stats Unlock in 17 days 59 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 59 57 3.51%
13F Shares 3M 3M -1.55%
Total Value $72M $75M -3.33%
New Positions 8 9 -1
Increased Positions 23 18 +5
Closed Positions 6 4 +2
Reduced Positions 15 17 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PIE

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

59 + investors

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

Top 16 institutional holders of PIE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Maltin Wealth Management, Inc. 1.80% 181,424 $4.7M
2 Trueblood Wealth Management, LLC 0.30% 29,443 $766K
3 STEINBERGANNA WEALTH MANAGEMENT 0.17% 13,269 $345K
4 Prospera Financial Services Inc 0.06% 153,584 $4.0M
5 PFG Investments, LLC 0.05% 37,171 $968K
6 Heirloom Wealth Management 0.04% 9,461 $246K
7 Whipplewood Advisors, LLC 0.01% 505 $13K
8 Register Financial Advisors LLC 0.01% 551 $14K
9 Cambridge Investment Research Advisors, Inc. 0.00% 61,417 $2K
10 Private Advisor Group, LLC 0.00% 21,730 $566K
11 DHJJ Financial Advisors, Ltd. 0.00% 118 $3K
12 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% 537 $14K
13 Janney Montgomery Scott LLC 0.00% 13,574 —
14 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 16,517 $430K
15 FIFTH THIRD BANCORP 0.00% 5,510 $143K
16 Farther Finance Advisors, LLC 0.00% 60 $2K
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 (PIE)

What does the Smart Money Trend signal show for PIE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PIE 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 PIE?

More buyers than sellers — 60% buying: Last quarter: 31 funds were net buyers (8 opened a brand new position + 23 added to an existing one). Only 21 were sellers (15 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PIE holders?

Elite ownership — 40% AUM from top-100 funds: 10 of 59 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in PIE. 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 PIE?

66% of holders stayed for 2+ years: 39 out of 59 hedge funds have held PIE 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.