Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PRFZ)

360 + 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
↑ +45
Streak
5Q ▲
Buyers last Q
61%

Smart Money Signals — PRFZ

Based on 362 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 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
362 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.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+84 new funds entered over the past year (+30% 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 — 61% buying

168 buying106 selling
Last quarter: 168 funds were net buyers (59 opened a brand new position + 109 added to an existing one). Only 106 were sellers (92 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new PRFZ position: 33 → 48 → 36 → 59. 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+) ■ 19% medium ■ 25% new
204 out of 362 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.
💰

Value +26% but shares only +3% — price-driven

Value
+25%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +26%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

31 → 33 → 48 → 36 → 59 new funds/Q
New funds entering each quarter: 33 → 48 → 36 → 59. 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 31% newcomers

■ 58% veterans ■ 11% 1-2yr ■ 31% new
Entry-cohort mix of 362 holders: 211 (58%) are 2+ year veterans, 39 entered 1–2 years ago, and 112 (31%) 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
27 of 361 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — PRFZ

In 2026 Q2, 168 hedge funds were net buyers of PRFZ (59 opened a new position, 109 added to an existing one), while 106 reduced or exited (92 trimmed, 14 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 5 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: +45 funds (more new holders than closures). Total institutional holders: 362.

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

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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.

9 top-rated funds 5 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: PRFZ
360 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 360 317 13.56%
13F Shares 24M 23M 3.32%
Total Value $1.34B $1.06B 25.65%
New Positions 59 36 +23
Increased Positions 109 92 +17
Closed Positions 15 28 -13
Reduced Positions 92 87 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PRFZ

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Financial Highlights

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Institutional Holders (2026 Q2)

360 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Traction Financial Partners, LLC 8.46% 285,584 $15.9M
2 Johnson & White Wealth Management, LLC 5.56% 266,421 $14.9M
3 Arbor Investment Advisors, LLC 5.08% 805,518 $44.9M
4 Three Bridge Wealth Advisors, LLC 3.65% 261,632 $14.6M
5 Sunrise Financial Services, LLC 3.58% 107,920 $6.0M
6 Stonebridge Financial Group, LLC 3.23% 762,863 $42.5M
7 Ducere Wealth Management LLC 2.11% 126,030 $7.0M
8 Sound Stewardship, LLC 1.73% 75,200 $4.2M
9 First Foundation Advisors 1.48% 739,179 $41.2M
10 Eq Wealth Advisors, LLC 1.28% 41,686 $2.3M
11 Verum Partners LLC 1.14% 137,069 $7.6M
12 Wealthspire Retirement, LLC 1.09% 355,967 $19.9M
13 Arlington Financial Advisors, LLC 1.09% 153,664 $8.6M
14 Whipplewood Advisors, LLC 0.99% 26,292 $1.5M
15 WealthBridge Capital Management, LLC 0.87% 78,803 $4.4M
16 WCG Wealth Advisors LLC 0.84% 634,759 $35.4M
17 Lebenthal Global Advisors, LLC 0.75% 99,550 $5.6M
18 Crusonia Wealth Advisors LLC 0.69% 75,303 $4.2M
19 Golden Bell Financial Planning LLC 0.58% 14,205 $792K
20 Virtus Family Office LLC 0.56% 12,740 $711K
21 OMNI 360 Wealth, Inc. 0.53% 20,731 $1.2M
22 Regal Investment Advisors LLC 0.52% 179,531 $10.0M
23 GSG Advisors LLC 0.49% 39,906 $2.2M
24 Breakwater Capital Group 0.39% 58,931 $3.3M
25 Accredited Investors Inc. 0.39% 161,715 $9.0M
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 (PRFZ)

What does the Smart Money Trend signal show for PRFZ?

Buying streak — 5 quarters in a row: For 5 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?

More buyers than sellers — 61% buying: Last quarter: 168 funds were net buyers (59 opened a brand new position + 109 added to an existing one). Only 106 were sellers (92 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PRFZ holders?

Strong quality — 37% AUM from major funds: 27 of 361 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?

56% of holders stayed for 2+ years: 204 out of 362 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.

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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