PSI Hedge Fund Ownership (Q2 2026)

Invesco Exchange Traded Fd T (PSI)

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

Smart Money Signals — PSI

Based on 248 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 PSI 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

248 hedge funds hold PSI 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 — +100% more funds vs a year ago

fund count last 6Q

+124 new funds entered over the past year (+100% 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 — 70% buying

154 buying65 selling

Last quarter: 154 funds were net buyers (84 opened a brand new position + 70 added to an existing one). Only 65 were sellers (48 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+37 vs last Q)

new funds entering per quarter

Funds opening a new PSI position: 18 → 40 → 47 → 84. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

📌

Mixed — 37% long-term, 44% new

■ 37% conviction (2yr+) ■ 19% medium ■ 44% new

Of the 248 current holders: 91 (37%) held >2 years, 48 held 1–2 years, and 109 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💰

Value +134% but shares only +18% — price-driven

Value

+134%

+17%

Last quarter: the total dollar value of institutional holdings rose +134%, but actual share count only changed +18%. 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.

🚀

Acceleration phase — new buyers rushing in

29 → 18 → 40 → 47 → 84 new funds/Q

New funds entering each quarter: 18 → 40 → 47 → 84. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 46% veterans vs 45% newcomers

■ 46% veterans ■ 10% 1-2yr ■ 45% new

Entry-cohort mix of 250 holders: 114 (46%) are 2+ year veterans, 24 entered 1–2 years ago, and 112 (45%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds

23 of 244 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.3

out of 10

Moderate Exit Risk

Exit risk score 5.3/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	244	181	34.81%
13F Shares	5M	5M	17.5%
Total Value	$994M	$425M	134.08%
New Positions	84	47	+37
Increased Positions	70	38	+32
Closed Positions	17	16	+1
Reduced Positions	47	50	-3
Total Calls	3	1	200.0%
Total Puts	2	1	100.0%
PUT/CALL Ratio	0.67	1.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

244

181

34.81%

13F Shares

17.5%

Total Value

$994M

$425M

134.08%

New Positions

+37

Increased Positions

+32

Closed Positions

Reduced Positions

-3

Total Calls

200.0%

Total Puts

100.0%

PUT/CALL Ratio

0.67

1.0

Bullish

Institutional Holders (2026 Q2)

244 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PSI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Warner Group LLC	16.01%	346,221	$65.0M
2	Artesa Financial Group, LLC	10.46%	65,177	$12.2M
3	Members Advisory Group LLC	3.52%	67,134	$12.6M
4	Triton Financial Group Inc	1.93%	17,887	$3.4M
5	Ramiah Investment Group	1.81%	12,639	$2.4M
6	Valley Brook Capital Group, Inc.	1.22%	11,425	$2.1M
7	Bawa N Mallick Trust	1.22%	20,015	$3.8M
8	Mission Hills Financial Advisory, LLC	1.21%	14,704	$2.8M
9	Petra Financial Advisors Inc	0.77%	8,891	$1.7M
10	Millennium Capital Advisors, LLC	0.70%	6,850	$1.3M
11	Independent Wealth Advisors LLC	0.68%	3,972	$746K
12	SFI Advisors, LLC	0.64%	3,922	$737K
13	Meitav Investment House Ltd	0.58%	458,708	$86.2M
14	Andina Capital Management, LLC	0.55%	1,828	$343K
15	Keystone Wealth Services, LLC	0.55%	15,719	$3.0M
16	Berbice Capital Management LLC	0.53%	5,500	$1.0M
17	Scientech Research LLC	0.52%	3,442	$646K
18	Capstone Wealth Management Group, Inc.	0.48%	4,250	$798K
19	Capital Square, LLC	0.48%	6,830	$1.1M
20	Dedeker Financial LLC	0.38%	3,570	$671K
21	Fulcrum Equity Management	0.36%	2,631	$494K
22	Regatta Research & Money Management	0.34%	1,905	$357K
23	Greenline Wealth Management LLC	0.31%	1,996	$375K
24	Capital Wealth Alliance, LLC	0.30%	3,498	$657K
25	Adirondack Capital Advisors, LLC	0.30%	3,000	$563K

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 (PSI)

What does the Smart Money Trend signal show for PSI?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added PSI 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 PSI?

More buyers than sellers — 70% buying: Last quarter: 154 funds were net buyers (84 opened a brand new position + 70 added to an existing one). Only 65 were sellers (48 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PSI holders?

Strong quality — 38% AUM from major funds: 23 of 244 holders rank in the top 100 by AUM, accounting for 38% 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 PSI?

Mixed — 37% long-term, 44% new: Of the 248 current holders: 91 (37%) held >2 years, 48 held 1–2 years, and 109 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

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Invesco Exchange Traded Fd T (PSI)

Smart Money Signals — PSI

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +100% more funds vs a year ago

More buyers than sellers — 70% buying

More new buyers each quarter (+37 vs last Q)

Mixed — 37% long-term, 44% new

Value +134% but shares only +18% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 46% veterans vs 45% newcomers

Strong quality — 38% AUM from major funds

Institutional Sentiment Summary — PSI

Hedge Fund Ownership: PSI

Market Analysis: PSI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PSI

Hedge Fund Positioning: PSI

Statistics: PSI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Exchange Traded Fd T (PSI)

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