Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PKB)

99 + 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
↑ +12
Streak
4Q ▲
Buyers last Q
66%

Smart Money Signals — PKB

Based on 100 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
100 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 — +35% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+35% 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 — 66% buying

58 buying30 selling
Last quarter: 58 funds were net buyers (24 opened a brand new position + 34 added to an existing one). Only 30 were sellers (18 trimmed + 12 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 PKB position: 13 → 12 → 17 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 17% medium ■ 27% new
56 out of 100 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

10 → 13 → 12 → 17 → 24 new funds/Q
New funds entering each quarter: 13 → 12 → 17 → 24. 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 — 58% veterans vs 25% newcomers

■ 58% veterans ■ 17% 1-2yr ■ 25% new
Entry-cohort mix of 100 holders: 58 (58%) are 2+ year veterans, 17 entered 1–2 years ago, and 25 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
16 of 100 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 Q1, 58 hedge funds were net buyers of PKB (24 opened a new position, 34 added to an existing one), while 30 reduced or exited (18 trimmed, 12 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 51% of total institutional value in PKB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 100.

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

-- --

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

Is It Too Late to Buy Invesco Exchange Traded Fd T (PKB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PKB 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
PKB
+10.2%
SPY
+13.9%

PKB outperformed SPY by -3.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PKB
+5.3%
SPY
+0.2%

Since the filing became public, PKB outperformed SPY by +5.1% .

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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PKB
99 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 99 88 12.5%
13F Shares 2M 963K 99.69%
Total Value $185M $89M 107.72%
New Positions 23 17 +6
Increased Positions 34 19 +15
Closed Positions 12 8 +4
Reduced Positions 18 28 -10
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PKB

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

99 + 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 Q1 · 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 Great Diamond Partners, LLC 0.48% 25,307 $2.5M
4 High Point Wealth Management, LLC 0.44% 4,713 $460K
5 Accel Wealth Management 0.21% 8,149 $795K
6 Leuthold Group, LLC 0.12% 11,781 $1.1M
7 Strategic Advocates LLC 0.12% 279 $27K
8 HighPoint Advisor Group LLC 0.12% 28,802 $2.8M
9 Nilsine Partners, LLC 0.12% 13,691 $1.5M
10 SOA Wealth Advisors, LLC. 0.09% 4,783 $467K
11 Carr Financial Group Corp 0.09% 3,418 $333K
12 Capital Asset Advisory Services LLC 0.08% 20,314 $2.2M
13 Western Financial Corp/CA 0.08% 2,105 $205K
14 Wellington Shields & Co., LLC 0.07% 2,801 $273K
15 Ibex Wealth Advisors 0.07% 7,446 $727K
16 KKM Financial LLC 0.06% 3,651 $338K
17 MinichMacGregor Wealth Management, LLC 0.06% 3,305 $322K
18 Fifth Third Securities, INC. 0.05% 8,456 $825K
19 Independent Financial Group, LLC 0.05% 17,559 $1.7M
20 HighTower Advisors, LLC 0.03% 304,260 $29.7M
21 Two Sigma Securities, LLC 0.03% 2,575 $251K
22 OneAscent Financial Services LLC 0.03% 5,500 $537K
23 Hennion & Walsh Asset Management, Inc. 0.02% 7,350 $717K
24 Sound Income Strategies, LLC 0.02% 3,616 $360K
25 MAI Capital Management 0.02% 28,932 $2.8M
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 — 4 quarters in a row: For 4 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?

More buyers than sellers — 66% buying: Last quarter: 58 funds were net buyers (24 opened a brand new position + 34 added to an existing one). Only 30 were sellers (18 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PKB holders?

Elite ownership — 51% AUM from top-100 funds: 16 of 100 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?

56% of holders stayed for 2+ years: 56 out of 100 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.

Is it too late to buy Invesco Exchange Traded Fd T (PKB) following the 2026 Q1 hedge fund 13F filings?

As of today, PKB has moved +5.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +5.1%. Since the quarter end (March 31, 2026), PKB has gained +10.2% 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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