Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PKB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
5Q ▲
Buyers last Q
59%

Smart Money Signals — PKB

Based on 109 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, 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
109 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.
🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+38% 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.
🟡

Slight buying edge — 59% buying

59 buying41 selling
Last quarter: 59 funds bought or added vs 41 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.
➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 17 → 24 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 15% medium ■ 28% new
62 out of 109 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.
🚀

Acceleration phase — new buyers rushing in

14 → 12 → 17 → 24 → 22 new funds/Q
New funds entering each quarter: 12 → 17 → 24 → 22. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 57% veterans vs 31% newcomers

■ 57% veterans ■ 12% 1-2yr ■ 31% new
Entry-cohort mix of 109 holders: 62 (57%) are 2+ year veterans, 13 entered 1–2 years ago, and 34 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
19 of 109 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — PKB

In 2026 Q2, 59 hedge funds were net buyers of PKB (22 opened a new position, 37 added to an existing one), while 41 reduced or exited (28 trimmed, 13 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in PKB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 109.

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

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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
1.3
/ 10
conviction
Hedge Fund Positioning: PKB
2026 Q3 Stats Unlock in 49 days 109 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 109 100 9.0%
13F Shares 3M 2M 74.36%
Total Value $311M $185M 67.96%
New Positions 22 24 -2
Increased Positions 37 34 +3
Closed Positions 13 13 -
Reduced Positions 28 18 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PKB

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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 PKB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PKB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RMG Wealth Management LLC 8.97% 1,326,149 $86.9M
2 Fig Financial Advisory Services Inc /Adv 1.11% 21,590 $1.6M
3 Braeburn Wealth Management LLC 0.79% 16,415 $1.8M
4 Great Diamond Partners, LLC 0.49% 25,482 $2.9M
5 Outlook Wealth Advisors, LLC 0.47% 19,316 $2.2M
6 Elm3 Financial Group, LLC 0.43% 5,638 $632K
7 High Point Wealth Management, LLC 0.41% 4,471 $501K
8 Accel Wealth Management 0.19% 7,554 $846K
9 Fifth Third Securities, INC. 0.16% 25,192 $2.8M
10 Leuthold Group, LLC 0.13% 11,203 $1.3M
11 Strategic Advocates LLC 0.12% 279 $31K
12 HighPoint Advisor Group LLC 0.11% 28,741 $3.2M
13 Nilsine Partners, LLC 0.11% 14,095 $1.6M
14 SOA Wealth Advisors, LLC. 0.09% 4,788 $536K
15 Carr Financial Group Corp 0.08% 3,203 $359K
16 Capital Asset Advisory Services LLC 0.08% 19,675 $2.2M
17 Wellington Shields & Co., LLC 0.08% 2,997 $336K
18 Western Financial Corp/CA 0.07% 2,141 $240K
19 Ibex Wealth Advisors 0.06% 7,268 $814K
20 KKM Financial LLC 0.06% 4,047 $454K
21 MinichMacGregor Wealth Management, LLC 0.06% 3,443 $386K
22 Independent Financial Group, LLC 0.04% 20,675 $2.3M
23 Northwest Financial Advisors 0.04% 2,854 $320K
24 Axxcess Wealth Management, LLC 0.04% 19,675 $2.2M
25 HighTower Advisors, LLC 0.03% 301,756 $33.8M
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 — 5 quarters in a row: For 5 consecutive quarters, 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 — 59% buying: Last quarter: 59 funds bought or added vs 41 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?

Strong quality — 33% AUM from major funds: 19 of 109 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PKB?

57% of holders stayed for 2+ years: 62 out of 109 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.

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