Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (PIZ)

101 + Investors. Track Smart Money conviction in PIZ. 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
↑ +8
Streak
5Q ▲
Buyers last Q
61%

Smart Money Signals — PIZ

Based on 102 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added PIZ 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
102 hedge funds hold PIZ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +76% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+76% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

62 buying39 selling
Last quarter: 62 funds were net buyers (19 opened a brand new position + 43 added to an existing one). Only 39 were sellers (28 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 16 → 23 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 43% new

37% conviction (2yr+) 20% medium 43% new
Of the 102 current holders: 38 (37%) held >2 years, 20 held 1–2 years, and 44 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

12 → 17 → 16 → 23 → 19 new funds/Q
New funds entering each quarter: 17 → 16 → 23 → 19. A growing number of institutions are discovering PIZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 45% veterans vs 51% newcomers

45% veterans 4% 1-2yr 51% new
Entry-cohort mix of 102 holders: 46 (45%) are 2+ year veterans, 4 entered 1–2 years ago, and 52 (51%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
15 of 102 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in PIZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — PIZ

In 2026 Q1, 62 hedge funds were net buyers of PIZ (19 opened a new position, 43 added to an existing one), while 39 reduced or exited (28 trimmed, 11 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 56% of total institutional value in PIZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 102.

Hedge Fund Ownership: PIZ

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

Market Analysis: PIZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PIZ

-- --

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

Is It Too Late to Buy Invesco Exch Traded Fd Tr II (PIZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PIZ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
PIZ
+13.6%
SPY
+13.9%

PIZ outperformed SPY by -0.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PIZ
-4.1%
SPY
+0.2%

Since the filing became public, PIZ outperformed SPY by -4.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 3 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: PIZ
101 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 101 94 7.45%
13F Shares 10M 8M 25.86%
Total Value $499M $399M 24.96%
New Positions 19 23 -4
Increased Positions 43 44 -1
Closed Positions 12 5 +7
Reduced Positions 28 17 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PIZ

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Institutional Holders (2026 Q1)

101 + investors

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

QUARTER:
Top 25 PIZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Axiom Financial Strategies, LLC 6.97% 399,835 $19.8M
2 Affinity Wealth Management LLC 6.33% 844,684 $41.8M
3 Systelligence, LLC 3.23% 335,145 $16.6M
4 Wagner Wealth Management, Corp 2.73% 61,442 $3.0M
5 Redstone Wealth Management, LLC 2.55% 64,576 $3.2M
6 Del-Sette Capital Management, LLC 2.23% 75,410 $3.7M
7 Greenline Wealth Management LLC 2.10% 36,734 $1.8M
8 Creative Financial Designs Inc /Adv 1.03% 342,692 $17.0M
9 NewSquare Capital LLC 0.80% 187,285 $9.3M
10 Genesee Capital Advisors, LLC 0.71% 34,317 $1.7M
11 RiverTree Advisors, LLC 0.65% 20,871 $1.0M
12 Petra Financial Advisors Inc 0.42% 13,757 $681K
13 Trueblood Wealth Management, LLC 0.38% 19,502 $966K
14 Nbc Securities, INC. 0.37% 98,272 $4.9M
15 Steinberganna Wealth Management 0.34% 14,115 $699K
16 Blueprint Financial Advisors LLC 0.27% 36,704 $1.8M
17 Nicholson Wealth Management Group, LLC 0.22% 7,652 $379K
18 Kane Investment Management, INC. 0.20% 7,730 $383K
19 Willner & Heller, LLC 0.19% 5,120 $254K
20 Blueprint Investment Partners LLC 0.19% 36,704 $1.8M
21 Formidable Asset Management, LLC 0.14% 19,100 $936K
22 Vista Investment Partners II, LLC 0.14% 6,479 $321K
23 Darden Wealth Group Inc 0.14% 5,509 $273K
24 Private Advisory Group LLC 0.13% 38,985 $1.9M
25 MorganRosel Wealth Management, LLC 0.12% 6,381 $316K
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 (PIZ)

What does the Smart Money Trend signal show for PIZ?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added PIZ 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 PIZ?

More buyers than sellers — 61% buying: Last quarter: 62 funds were net buyers (19 opened a brand new position + 43 added to an existing one). Only 39 were sellers (28 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PIZ holders?

Elite ownership — 56% AUM from top-100 funds: 15 of 102 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in PIZ. 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 PIZ?

Mixed — 37% long-term, 43% new: Of the 102 current holders: 38 (37%) held >2 years, 20 held 1–2 years, and 44 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Invesco Exch Traded Fd Tr II (PIZ) following the 2026 Q1 hedge fund 13F filings?

As of today, PIZ has moved -4.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -4.3%. Since the quarter end (March 31, 2026), PIZ has gained +13.6% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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