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
38%

Smart Money Signals — PSCH

Based on 70 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PSCH 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.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
70 funds currently hold this stock — 91% of the 3.0-year high of 77 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PSCH is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 38% buying

20 buying32 selling
Last quarter: 32 funds sold vs only 20 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 13 → 8 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

70% conviction (2yr+) 14% medium 16% new
49 out of 70 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.
💎

Buying through price weakness — shares -21%, value -47%

Value
-47%
Shares
-20%
Last quarter: funds added -21% more shares while total portfolio value only changed -47%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~11 new funds/quarter

5 → 5 → 13 → 8 → 11 new funds/Q
New funds entering each quarter: 5 → 13 → 8 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 73% veterans vs 13% newcomers

73% veterans 14% 1-2yr 13% new
Entry-cohort mix of 70 holders: 51 (73%) are 2+ year veterans, 10 entered 1–2 years ago, and 9 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
15 of 70 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.6
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 — PSCH

In 2026 Q1, 20 hedge funds were net buyers of PSCH (11 opened a new position, 9 added to an existing one), while 32 reduced or exited (22 trimmed, 10 sold completely) — a 38% buyer ratio, indicating net institutional distribution. 48% of total institutional value in PSCH 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: 70.

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

-- --

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

Is It Too Late to Buy Invesco Exch Traded Fd Tr II (PSCH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PSCH 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 · 88d ago
PSCH
+27.7%
SPY
+12.4%

PSCH outperformed SPY by +15.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 43d ago
PSCH
+15.9%
SPY
-1.1%

Since the filing became public, PSCH outperformed SPY by +17.0% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: PSCH
69 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 69 69 -
13F Shares 698K 890K -21.61%
Total Value $25M $49M -47.96%
New Positions 11 8 +3
Increased Positions 9 17 -8
Closed Positions 11 9 +2
Reduced Positions 22 20 +2
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.

QUARTER:
Top 25 PSCH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pacific Sun Financial Corp 0.46% 23,293 $958K
2 Montecito Bank & Trust 0.15% 21,981 $904K
3 Parr Mcknight Wealth Management Group, LLC 0.15% 27,229 $1.1M
4 Wbi Investments, LLC 0.12% 10,803 $445K
5 Cordoba Advisory Partners LLC 0.11% 9,676 $395K
6 Somerset Trust Co 0.10% 7,534 $310K
7 Wiser Advisor Group LLC 0.09% 1,818 $75K
8 Alpine Woods Capital Investors, LLC 0.07% 7,500 $309K
9 McGuire Investment Group, LLC 0.07% 15,070 $620K
10 IHT Wealth Management, LLC 0.06% 64,442 $2.7M
11 Cascade Financial Partners, LLC 0.05% 10,690 $440K
12 Ntv Asset Management LLC 0.03% 7,450 $307K
13 Tower Research Capital LLC (TRC) 0.03% 29,960 $1.2M
14 Register Financial Advisors LLC 0.03% 2,052 $84K
15 Dagco, INC. 0.02% 1,950 $80K
16 Gladstone Institutional Advisory LLC 0.01% 8,578 $353K
17 Pursuit Wealth Strategies, LLC 0.01% 198 $9K
18 Greykasell Wealth Strategies, Inc. 0.01% 582 $24K
19 Chicago Partners Investment Group LLC 0.01% 6,607 $293K
20 Addison Advisors LLC 0.01% 567 $23K
21 Harbour Investments, INC. 0.00% 3,551 $146K
22 SOA Wealth Advisors, LLC. 0.00% 240 $10K
23 Western Wealth Management, LLC 0.00% 1,194 $49K
24 Rossby Financial, LCC 0.00% 201 $8K
25 Beacon Pointe Advisors, LLC 0.00% 5,409 $223K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PSCH 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 PSCH?

Heavy selling pressure — only 38% buying: Last quarter: 32 funds sold vs only 20 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for PSCH holders?

Elite ownership — 48% AUM from top-100 funds: 15 of 70 holders are among the 100 largest funds by AUM, controlling 48% 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?

70% of holders stayed for 2+ years: 49 out of 70 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.

Is it too late to buy Invesco Exch Traded Fd Tr II (PSCH) following the 2026 Q1 hedge fund 13F filings?

As of today, PSCH has moved +15.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +17.0%. Since the quarter end (March 31, 2026), PSCH has gained +27.7% vs +12.4% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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