Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PRF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
11Q ▲
Buyers last Q
51%

Smart Money Signals — PRF

Based on 558 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added PRF 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
558 hedge funds hold PRF 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
+55 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.
🟡

Slight buying edge — 51% buying

212 buying204 selling
Last quarter: 212 funds bought or added vs 204 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.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 58 → 47 → 65 → 46. 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
355 out of 558 hedge funds have held PRF 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 — ~46 new funds/quarter

43 → 58 → 47 → 65 → 46 new funds/Q
New funds entering each quarter: 58 → 47 → 65 → 46. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 12% 1-2yr ■ 23% new
Entry-cohort mix of 558 holders: 359 (64%) are 2+ year veterans, 68 entered 1–2 years ago, and 131 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
23 of 558 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in PRF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — PRF

In 2026 Q1, 212 hedge funds were net buyers of PRF (46 opened a new position, 166 added to an existing one), while 204 reduced or exited (166 trimmed, 38 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in PRF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 558.

Hedge Fund Ownership: PRF

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

Market Analysis: PRF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PRF

-- --

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

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

Signal Freshness measures how much PRF 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 · 81d ago
PRF
+13.3%
SPY
+15.1%

PRF outperformed SPY by -1.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
PRF
+3.1%
SPY
+1.3%

Since the filing became public, PRF outperformed SPY by +1.8% .

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.

15 top-rated funds 13 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: PRF
548 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 548 550 -0.36%
13F Shares 104M 137M -24.16%
Total Value $4.85B $6.41B -24.29%
New Positions 43 65 -22
Increased Positions 164 172 -8
Closed Positions 45 42 +3
Reduced Positions 162 139 +23
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PRF

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Institutional Holders (2026 Q1)

548 + investors

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

QUARTER:
Top 25 PRF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Charter Capital Management, LLC\DE 14.16% 595,164 $28.3M
2 Arbor Investment Advisors, LLC 12.55% 2,027,977 $96.4M
3 Boyum Wealth Architects LLC 11.22% 518,214 $26.8M
4 Boulder Wealth Advisors, LLC 10.43% 550,343 $26.2M
5 Berman McAleer LLC 10.19% 1,571,539 $74.7M
6 Pinnacle Financial Group, LLC / IL 8.71% 668,275 $31.8M
7 Saxon Interests, INC. 8.25% 503,630 $23.9M
8 Mowery & Schoenfeld Wealth Management, LLC 7.66% 105,527 $5.0M
9 Garrett Wealth Advisory Group, LLC 6.73% 796,038 $37.8M
10 Woodside Wealth Management LLC 6.48% 174,410 $8.3M
11 Flynn Zito Capital Management, LLC 6.45% 424,698 $20.2M
12 Montz Harcus Wealth Management LLC 6.37% 331,940 $15.8M
13 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5.97% 932,117 $44.3M
14 Compass Financial Group, Inc. 5.62% 262,190 $12.5M
15 Ted Buchan & Co 5.61% 325,039 $15.4M
16 Goodman Advisory Group, LLC 4.76% 386,316 $18.4M
17 Linscomb Wealth, Inc. 4.18% 1,975,969 $93.9M
18 Wimmer Associates 1, LLC 3.96% 170,559 $8.1M
19 Pettinga Financial Advisors LLC 3.83% 428,347 $20.4M
20 Forteris Wealth Management INC. 3.29% 72,376 $3.4M
21 Breakwater Capital Group 2.86% 449,867 $21.4M
22 Bouvel Investment Partners, LLC 2.73% 198,295 $9.4M
23 Johnson & White Wealth Management, LLC 2.73% 135,727 $6.5M
24 WFA of San Diego, LLC 2.51% 65,922 $3.1M
25 Trinity Legacy Partners, LLC 2.39% 221,078 $11.0M
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 (PRF)

What does the Smart Money Trend signal show for PRF?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added PRF 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 PRF?

Slight buying edge — 51% buying: Last quarter: 212 funds bought or added vs 204 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 PRF holders?

Elite ownership — 43% AUM from top-100 funds: 23 of 558 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in PRF. 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 PRF?

64% of holders stayed for 2+ years: 355 out of 558 hedge funds have held PRF 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 (PRF) following the 2026 Q1 hedge fund 13F filings?

As of today, PRF has moved +3.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (March 31, 2026), PRF has gained +13.3% vs +15.1% 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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