Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PRFZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
4Q ▲
Buyers last Q
53%

Smart Money Signals — PRFZ

Based on 316 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 PRFZ 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
316 hedge funds hold PRFZ 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 — +16% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

128 buying115 selling
Last quarter: 128 funds bought or added vs 115 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 (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 30 → 33 → 48 → 36. 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.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 18% medium ■ 23% new
187 out of 316 hedge funds have held PRFZ 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

26 → 30 → 33 → 48 → 36 new funds/Q
New funds entering each quarter: 30 → 33 → 48 → 36. A growing number of institutions are discovering PRFZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 28% newcomers

■ 58% veterans ■ 13% 1-2yr ■ 28% new
Entry-cohort mix of 316 holders: 184 (58%) are 2+ year veterans, 42 entered 1–2 years ago, and 90 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
21 of 315 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — PRFZ

In 2026 Q1, 128 hedge funds were net buyers of PRFZ (36 opened a new position, 92 added to an existing one), while 115 reduced or exited (87 trimmed, 28 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in PRFZ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 316.

Hedge Fund Ownership: PRFZ

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

Market Analysis: PRFZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PRFZ

-- --

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

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

Signal Freshness measures how much PRFZ 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 · 78d ago
PRFZ
+15.3%
SPY
+15.9%

PRFZ outperformed SPY by -0.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
PRFZ
+6.4%
SPY
+2.0%

Since the filing became public, PRFZ outperformed SPY by +4.4% .

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.

13 top-rated funds 4 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: PRFZ
313 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 313 308 1.62%
13F Shares 23M 23M 2.85%
Total Value $1.06B $1.06B -0.07%
New Positions 35 48 -13
Increased Positions 91 90 +1
Closed Positions 30 29 +1
Reduced Positions 86 79 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PRFZ

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Institutional Holders (2026 Q1)

313 + investors

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

QUARTER:
Top 25 PRFZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Traction Financial Partners, LLC 7.74% 273,938 $12.6M
2 Johnson & White Wealth Management, LLC 5.13% 264,295 $12.1M
3 Arbor Investment Advisors, LLC 4.80% 803,591 $36.9M
4 Three Bridge Wealth Advisors, LLC 3.37% 267,339 $12.3M
5 Sunrise Financial Services, LLC 3.23% 99,279 $4.6M
6 Stonebridge Financial Group, LLC 2.88% 763,275 $35.0M
7 Ducere Wealth Management LLC 2.49% 136,292 $6.3M
8 Sound Stewardship, LLC 1.59% 75,601 $3.5M
9 First Foundation Advisors 1.40% 758,912 $34.8M
10 Verum Partners LLC 1.25% 143,143 $6.6M
11 Eq Wealth Advisors, LLC 1.21% 45,246 $2.1M
12 Wealthspire Retirement, LLC 1.03% 373,690 $17.1M
13 Arlington Financial Advisors, LLC 1.02% 156,382 $7.2M
14 WCG Wealth Advisors LLC 0.82% 640,455 $29.4M
15 WealthBridge Capital Management, LLC 0.81% 76,879 $3.5M
16 Crusonia Wealth Advisors LLC 0.73% 77,061 $3.5M
17 Whipplewood Advisors, LLC 0.67% 28,100 $1.3M
18 Golden Bell Financial Planning LLC 0.52% 14,205 $652K
19 OMNI 360 Wealth, Inc. 0.49% 20,862 $957K
20 GSG Advisors LLC 0.48% 39,874 $1.8M
21 Regal Investment Advisors LLC 0.46% 174,947 $8.0M
22 Trailhead Planners LLC 0.46% 10,460 $480K
23 Accredited Investors Inc. 0.42% 168,807 $7.7M
24 Virtus Family Office LLC 0.41% 10,501 $482K
25 Waverly Advisors, LLC 0.38% 1,109,623 $50.9M
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 (PRFZ)

What does the Smart Money Trend signal show for PRFZ?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added PRFZ 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 PRFZ?

Slight buying edge — 53% buying: Last quarter: 128 funds bought or added vs 115 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 PRFZ holders?

Strong quality — 37% AUM from major funds: 21 of 315 holders rank in the top 100 by AUM, accounting for 37% 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 PRFZ?

59% of holders stayed for 2+ years: 187 out of 316 hedge funds have held PRFZ 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 (PRFZ) following the 2026 Q1 hedge fund 13F filings?

As of today, PRFZ has moved +6.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +4.4%. Since the quarter end (March 31, 2026), PRFZ has gained +15.3% vs +15.9% 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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