Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (PSCH)

69 + Investors. Track Smart Money conviction in PSCH. 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
1Q ▼
Buyers last Q
46%

Smart Money Signals — PSCH

Based on 69 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PSCH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 87% of 3.0Y peak

87% of all-time peak
69 funds currently hold this stock — 87% of the 3.0-year high of 79 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold PSCH compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

25 buying29 selling
Last quarter: 29 funds reduced or exited vs 25 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.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 5 → 13 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 22% medium 16% new
43 out of 69 hedge funds have held PSCH 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 +65% but shares only +25% — price-driven

Value
+65%
Shares
+24%
Last quarter: the total dollar value of institutional holdings rose +65%, but actual share count only changed +25%. 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.
➡️

Steady discovery — ~8 new funds/quarter

8 → 5 → 5 → 13 → 8 new funds/Q
New funds entering each quarter: 5 → 5 → 13 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 16% 1-2yr 19% new
Of 69 current holders: 45 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
13 of 69 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in PSCH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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.

Hedge Fund Ownership: PSCH

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

Market Analysis: PSCH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSCH

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: PSCH
2026 Q1 Stats Unlock in 16 days 69 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 69 70 -1.43%
13F Shares 890K 713K 24.93%
Total Value $49M $30M 64.98%
New Positions 8 13 -5
Increased Positions 17 9 +8
Closed Positions 9 6 +3
Reduced Positions 20 27 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSCH

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Institutional Holders (2026 Q1)

69 + investors

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

Top 20 institutional holders of PSCH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Montecito Bank & Trust 0.15% 21,981 $904K
2 Cordoba Advisory Partners LLC 0.11% 9,676 $395K
3 HARBOR CAPITAL ADVISORS, INC. 0.11% 32,331 $1K
4 Somerset Trust Co 0.10% 7,534 $310K
5 Wiser Advisor Group LLC 0.09% 1,818 $75K
6 McGuire Investment Group, LLC 0.07% 15,070 $620K
7 NTV ASSET MANAGEMENT LLC 0.03% 7,450 $307K
8 Register Financial Advisors LLC 0.03% 2,052 $84K
9 DAGCO, INC. 0.02% 1,950 $80K
10 PURSUIT WEALTH STRATEGIES, LLC 0.01% 198 $9K
11 PARK AVENUE SECURITIES LLC 0.00% 6,799
12 Key FInancial Inc 0.00% 141 $6K
13 EVOLUTION WEALTH MANAGEMENT INC. 0.00% 33 $1K
14 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.00% 21
15 Wagner Wealth Management, LLC 0.00% 39 $2K
16 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 5,451 $224K
17 Spire Wealth Management 0.00% 187 $8K
18 GAMMA Investing LLC 0.00% 120 $5K
19 ENVESTNET ASSET MANAGEMENT INC 0.00% 14,197 $584K
20 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% 48 $2K
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 EXCH TRADED FD TR II (PSCH)

What does the Smart Money Trend signal show for PSCH?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PSCH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PSCH?

More sellers than buyers — 46% buying: Last quarter: 29 funds reduced or exited vs 25 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 PSCH holders?

Elite ownership — 60% AUM from top-100 funds: 13 of 69 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in PSCH. 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 PSCH?

62% of holders stayed for 2+ years: 43 out of 69 hedge funds have held PSCH 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.