Stock Analysis
Data Source: SEC EDGAR 13F
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Invesco Exchange Traded Fd T (PKW)

251 + Investors. Track Smart Money conviction in PKW. 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
↑ +1
Streak
5Q ▲
Buyers last Q
48%

Smart Money Signals — PKW

Based on 251 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 PKW 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
251 hedge funds hold PKW 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

95 buying101 selling
Last quarter: 101 funds reduced or exited vs 95 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 26 → 34 → 35 → 23. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 19% medium 17% new
160 out of 251 hedge funds have held PKW 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.
➡️

Steady discovery — ~23 new funds/quarter

28 → 26 → 34 → 35 → 23 new funds/Q
New funds entering each quarter: 26 → 34 → 35 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 22% newcomers

66% veterans 13% 1-2yr 22% new
Entry-cohort mix of 251 holders: 165 (66%) are 2+ year veterans, 32 entered 1–2 years ago, and 54 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
26 of 251 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in PKW. 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.

Institutional Sentiment Summary — PKW

In 2026 Q2, 95 hedge funds were net buyers of PKW (23 opened a new position, 72 added to an existing one), while 101 reduced or exited (79 trimmed, 22 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 55% of total institutional value in PKW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 251.

Hedge Fund Ownership: PKW

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

Market Analysis: PKW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PKW

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: PKW
251 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 251 250 0.4%
13F Shares 5M 5M -1.83%
Total Value $711M $672M 5.73%
New Positions 23 35 -12
Increased Positions 72 83 -11
Closed Positions 22 25 -3
Reduced Positions 79 62 +17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PKW

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Institutional Holders (2026 Q2)

251 + investors

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

QUARTER:
Top 25 PKW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Triton Wealth Management, PLLC 3.38% 77,833 $11.0M
2 Titiun Yejiel 3.07% 25,000 $3.5M
3 Curtis Advisory Group, LLC 2.24% 81,437 $11.5M
4 Stegent Equity Advisors, Inc. 1.90% 18,724 $2.7M
5 Legacy Capital Wealth Partners, LLC 1.43% 58,527 $7.5M
6 Pacific Wealth Strategies Group, Inc. 1.42% 17,415 $2.5M
7 Del-Sette Capital Management, LLC 1.33% 16,080 $2.3M
8 truNorth Financial Services, Inc. 1.32% 10,442 $1.5M
9 Pacific Sun Financial Corp 0.89% 15,211 $2.2M
10 One Wealth Map LLC 0.84% 12,513 $1.8M
11 Total Clarity Wealth Management, Inc. 0.81% 29,516 $4.2M
12 Hudock, Inc. 0.74% 40,910 $5.8M
13 Koshinski Asset Management, Inc. 0.67% 88,373 $12.5M
14 Cahill Financial Advisors Inc 0.64% 47,208 $6.7M
15 Hyundai Investments Co., Ltd. 0.63% 4,076 $580K
16 Banque de Luxembourg S.A. 0.62% 9,227 $1.3M
17 Tempus Wealth Planning, LLC 0.52% 18,640 $2.6M
18 Independent Family Office, LLC 0.48% 8,414 $1.2M
19 Campbell Deegan Wealth Management, LLC 0.44% 4,389 $622K
20 Resonant Capital Advisors, LLC 0.42% 61,405 $8.7M
21 Collaborative Wealth Managment Inc. 0.41% 6,959 $986K
22 Breakwater Capital Group 0.36% 20,898 $3.0M
23 BankPlus Trust Department 0.33% 10,022 $1.4M
24 Roman Butler Fullerton & Co 0.31% 8,948 $1.3M
25 Osbon Capital Management LLC 0.30% 2,727 $386K
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 (PKW)

What does the Smart Money Trend signal show for PKW?

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

More sellers than buyers — 48% buying: Last quarter: 101 funds reduced or exited vs 95 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PKW holders?

Elite ownership — 55% AUM from top-100 funds: 26 of 251 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in PKW. 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 PKW?

64% of holders stayed for 2+ years: 160 out of 251 hedge funds have held PKW 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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