Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PSI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +31
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — PSI

Based on 180 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 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
180 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 — +71% more funds vs a year ago

fund count last 6Q
+75 new funds entered over the past year (+71% 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.
🟡

Slight buying edge — 57% buying

86 buying66 selling
Last quarter: 86 funds bought or added vs 66 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new PSI position: 28 → 18 → 40 → 47. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 21% medium ■ 32% new
85 out of 180 hedge funds have held PSI 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 +21% but shares only +4% — price-driven

Value
+21%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +21%, but actual share count only changed +4%. 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

7 → 28 → 18 → 40 → 47 new funds/Q
New funds entering each quarter: 28 → 18 → 40 → 47. 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.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 14% 1-2yr ■ 33% new
Of 181 current holders: 96 (53%) 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.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
20 of 180 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — PSI

In 2026 Q1, 86 hedge funds were net buyers of PSI (47 opened a new position, 39 added to an existing one), while 66 reduced or exited (50 trimmed, 16 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in PSI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +31 funds (more new holders than closures). Total institutional holders: 180.

Hedge Fund Ownership: PSI

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

Market Analysis: PSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSI

-- --

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

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

Signal Freshness measures how much PSI 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
PSI
+81.7%
SPY
+15.9%

PSI outperformed SPY by +65.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
PSI
+15.6%
SPY
+2.0%

Since the filing became public, PSI outperformed SPY by +13.6% .

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.

11 top-rated funds 3 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: PSI
178 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 178 149 19.46%
13F Shares 5M 4M 3.5%
Total Value $424M $351M 20.97%
New Positions 45 40 +5
Increased Positions 38 46 -8
Closed Positions 16 18 -2
Reduced Positions 50 30 +20
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: PSI

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

178 + 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:
Top 25 PSI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Warner Group LLC 11.36% 184,291 $17.4M
2 Artesa Financial Group, LLC 5.80% 64,447 $6.1M
3 Triton Financial Group Inc 5.46% 36,201 $3.1M
4 Bawa N Mallick Trust 0.77% 20,000 $1.9M
5 Mission Hills Financial Advisory, LLC 0.71% 14,711 $1.4M
6 Valley Brook Capital Group, Inc. 0.70% 11,020 $1.0M
7 Members Advisory Group LLC 0.55% 17,067 $1.6M
8 Fsa Wealth Partners, INC. 0.41% 9,205 $869K
9 Capital Square, LLC 0.41% 6,628 $894K
10 Millennium Capital Advisors, LLC 0.40% 6,850 $647K
11 SFI Advisors, LLC 0.39% 3,922 $370K
12 Independent Wealth Advisors LLC 0.33% 3,972 $313K
13 Dedeker Financial LLC 0.29% 3,570 $337K
14 Fulcrum Equity Management 0.29% 3,164 $299K
15 Per Stirling Capital Management, LLC. 0.22% 21,017 $2.0M
16 Capstone Wealth Management Group LLC 0.20% 3,425 $323K
17 Independent Advisor Alliance 0.20% 193,485 $18.3M
18 Adirondack Capital Advisors, LLC 0.18% 3,000 $283K
19 Nilsine Partners, LLC 0.18% 17,427 $2.3M
20 Financial Management Professionals, Inc. 0.16% 15,375 $1.5M
21 Capital Wealth Alliance, LLC 0.15% 3,498 $330K
22 Pacific Sun Financial Corp 0.13% 2,922 $276K
23 Wellington Shields & Co., LLC 0.12% 5,142 $485K
24 Carr Financial Group Corp 0.10% 4,037 $381K
25 KKM Financial LLC 0.10% 7,145 $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 — 4 quarters in a row: For 4 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?

Slight buying edge — 57% buying: Last quarter: 86 funds bought or added vs 66 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 PSI holders?

Strong quality — 39% AUM from major funds: 20 of 180 holders rank in the top 100 by AUM, accounting for 39% 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?

47% of holders stayed for 2+ years: 85 out of 180 hedge funds have held PSI 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 (PSI) following the 2026 Q1 hedge fund 13F filings?

As of today, PSI has moved +15.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +13.6%. Since the quarter end (March 31, 2026), PSI has gained +81.7% vs +15.9% 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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