Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCHANGE TRADED FD T (PKB)

86 + Investors. Track Smart Money conviction in PKB. 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
↑ +9
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — PKB

Based on 86 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PKB 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
86 hedge funds hold PKB 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PKB is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

36 buying34 selling
Last quarter: 36 funds bought or added vs 34 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new PKB position: 9 → 13 → 11 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 26% medium 23% new
44 out of 86 hedge funds have held PKB 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

16 → 9 → 13 → 11 → 17 new funds/Q
New funds entering each quarter: 9 → 13 → 11 → 17. A growing number of institutions are discovering PKB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 50% of holders stayed 2+ years

50% veterans 20% 1-2yr 30% new
Of 86 current holders: 43 (50%) 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 — 51% AUM from top-100 funds

51% from top-100 AUM funds
14 of 86 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in PKB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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: PKB

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

Market Analysis: PKB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PKB

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

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: PKB
2026 Q1 Stats Unlock in 18 days 86 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 86 77 11.69%
13F Shares 962K 1M -10.79%
Total Value $89M $103M -13.44%
New Positions 17 11 +6
Increased Positions 19 27 -8
Closed Positions 8 11 -3
Reduced Positions 26 18 +8
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PKB

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Institutional Holders (2026 Q1)

86 + investors

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

Top 25 institutional holders of PKB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Northwest Financial Advisors 0.54% 2,854 $278K
2 Elm3 Financial Group, LLC 0.50% 6,023 $588K
3 High Point Wealth Management, LLC 0.44% 4,713 $460K
4 Accel Wealth Management 0.21% 8,149 $795K
5 Nilsine Partners, LLC 0.12% 13,691 $1.5M
6 Capital Asset Advisory Services LLC 0.08% 20,314 $2.2M
7 Western Financial Corp/CA 0.08% 2,105 $205K
8 IBEX WEALTH ADVISORS 0.07% 7,446 $727K
9 MinichMacGregor Wealth Management, LLC 0.06% 3,305 $322K
10 FIFTH THIRD SECURITIES, INC. 0.05% 8,456 $825K
11 OneAscent Financial Services LLC 0.03% 5,500 $537K
12 Sound Income Strategies, LLC 0.02% 3,616 $360K
13 PFG Investments, LLC 0.01% 2,973 $290K
14 Focus Financial Network, Inc. 0.01% 3,398 $332K
15 EQUITABLE TRUST CO 0.01% 2,567 $250K
16 Wealthcare Advisory Partners LLC 0.01% 4,986 $486K
17 Apollon Wealth Management, LLC 0.01% 4,909 $479K
18 Prospera Financial Services Inc 0.01% 3,872 $378K
19 TRUIST FINANCIAL CORP 0.01% 41,036 $4.0M
20 DAVENPORT & Co LLC 0.01% 9,832 $959K
21 PRIVATE TRUST CO NA 0.01% 586 $57K
22 Cambridge Investment Research Advisors, Inc. 0.00% 19,165 $2K
23 Kestra Advisory Services, LLC 0.00% 12,612 $1.2M
24 Private Advisor Group, LLC 0.00% 5,881 $574K
25 Spire Wealth Management 0.00% 494 $48K
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 (PKB)

What does the Smart Money Trend signal show for PKB?

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

Slight buying edge — 51% buying: Last quarter: 36 funds bought or added vs 34 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PKB holders?

Elite ownership — 51% AUM from top-100 funds: 14 of 86 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in PKB. 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 PKB?

51% of holders stayed for 2+ years: 44 out of 86 hedge funds have held PKB 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.