Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (PIZ)

92 + 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
↑ +17
Streak
4Q ▲
Buyers last Q
75%

Smart Money Signals — PIZ

Based on 92 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
92 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 — +77% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+77% 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 — 75% buying

65 buying22 selling
Last quarter: 65 funds were net buyers (22 opened a brand new position + 43 added to an existing one). Only 22 were sellers (17 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new PIZ position: 12 → 17 → 15 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

46% conviction (2yr+) 11% medium 43% new
42 out of 92 hedge funds have held PIZ 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

7 → 12 → 17 → 15 → 22 new funds/Q
New funds entering each quarter: 12 → 17 → 15 → 22. A growing number of institutions are discovering PIZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 49% of holders stayed 2+ years

49% veterans 4% 1-2yr 47% new
Of 92 current holders: 45 (49%) 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 — 59% AUM from top-100 funds

59% from top-100 AUM funds
11 of 92 holders are among the 100 largest funds by AUM, controlling 59% 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.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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.

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

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

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: PIZ
2026 Q1 Stats Unlock in 19 days 92 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 92 75 22.67%
13F Shares 8M 7M 17.14%
Total Value $397M $329M 20.55%
New Positions 22 15 +7
Increased Positions 43 27 +16
Closed Positions 5 8 -3
Reduced Positions 17 20 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PIZ

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

92 + investors

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

Top 25 institutional holders of PIZ — 2025 Q4 · 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 REDSTONE WEALTH MANAGEMENT, LLC 2.55% 64,576 $3.2M
5 CREATIVE FINANCIAL DESIGNS INC /ADV 1.03% 342,692 $17.0M
6 Genesee Capital Advisors, LLC 0.71% 34,317 $1.7M
7 RiverTree Advisors, LLC 0.65% 20,871 $1.0M
8 Trueblood Wealth Management, LLC 0.38% 19,502 $966K
9 NBC SECURITIES, INC. 0.37% 98,272 $4.9M
10 STEINBERGANNA WEALTH MANAGEMENT 0.34% 14,115 $699K
11 WILLNER & HELLER, LLC 0.19% 5,120 $254K
12 Formidable Asset Management, LLC 0.14% 19,100 $936K
13 VISTA INVESTMENT PARTNERS II, LLC 0.14% 6,479 $321K
14 Monument Capital Management 0.11% 8,855 $439K
15 PRIVATE CLIENT SERVICES, LLC 0.07% 4,950 $245K
16 Heirloom Wealth Management 0.07% 8,197 $406K
17 Prospera Financial Services Inc 0.07% 91,519 $4.5M
18 DRIVE WEALTH MANAGEMENT, LLC 0.06% 5,773 $286K
19 Cyndeo Wealth Partners, LLC 0.05% 20,912 $1.0M
20 PFG Investments, LLC 0.04% 18,443 $913K
21 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% 317,195 $16.0M
22 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% 43,486 $2.2M
23 DHJJ Financial Advisors, Ltd. 0.03% 1,564 $77K
24 Cambridge Investment Research Advisors, Inc. 0.02% 161,640 $8K
25 Wealth Enhancement Trust Services, Inc. 0.01% 1,306 $65K
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 — 4 quarters in a row: For 4 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 — 75% buying: Last quarter: 65 funds were net buyers (22 opened a brand new position + 43 added to an existing one). Only 22 were sellers (17 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PIZ holders?

Elite ownership — 59% AUM from top-100 funds: 11 of 92 holders are among the 100 largest funds by AUM, controlling 59% 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?

46% of holders stayed for 2+ years: 42 out of 92 hedge funds have held PIZ 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.