Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PSL)

59 + Investors. Track Smart Money conviction in PSL. 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
↑ +4
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — PSL

Based on 59 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PSL 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
59 hedge funds hold PSL 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

26 buying23 selling
Last quarter: 26 funds bought or added vs 23 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 PSL position: 6 → 7 → 4 → 11. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

71% conviction (2yr+) 17% medium 12% new
42 out of 59 hedge funds have held PSL 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.
📈

Growing discovery — still being found

3 → 6 → 7 → 4 → 11 new funds/Q
New funds entering each quarter: 6 → 7 → 4 → 11. A growing number of institutions are discovering PSL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 75% veterans vs 12% newcomers

75% veterans 14% 1-2yr 12% new
Entry-cohort mix of 59 holders: 44 (75%) are 2+ year veterans, 8 entered 1–2 years ago, and 7 (12%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
10 of 59 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in PSL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — PSL

In 2026 Q2, 26 hedge funds were net buyers of PSL (11 opened a new position, 15 added to an existing one), while 23 reduced or exited (16 trimmed, 7 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 50% of total institutional value in PSL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 59.

Hedge Fund Ownership: PSL

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

Market Analysis: PSL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSL

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: PSL
59 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 59 55 7.27%
13F Shares 315K 356K -11.45%
Total Value $33M $37M -10.3%
New Positions 11 4 +7
Increased Positions 15 10 +5
Closed Positions 7 7 -
Reduced Positions 16 22 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSL

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Institutional Holders (2026 Q2)

59 + investors

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

QUARTER:
Top 25 PSL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Maltin Wealth Management, Inc. 0.54% 14,384 $1.6M
2 Independent Wealth Advisors LLC 0.23% 2,306 $258K
3 Envision Financial Transparency, LLC 0.23% 4,927 $266K
4 WealthBridge Capital Management, LLC 0.18% 8,071 $904K
5 Pacific Sun Financial Corp 0.15% 3,173 $355K
6 Selective Wealth Management, Inc. 0.06% 1,848 $211K
7 Bellevue Asset Management, LLC 0.03% 580 $65K
8 Tower Research Capital LLC (TRC) 0.02% 8,832 $989K
9 10Elms LLP 0.01% 311 $35K
10 JNBA Financial Advisors 0.01% 1,558 $174K
11 J.W. Cole Advisors, INC. 0.01% 6,040 $676K
12 Geneos Wealth Management Inc. 0.01% 4,744 $531K
13 Sigma Planning Corp 0.01% 3,182 $356K
14 Manchester Capital Management LLC 0.01% 600 $67K
15 Nova Wealth Management, Inc. 0.01% 129 $14K
16 Rossby Financial, LCC 0.01% 356 $40K
17 Meridian Wealth Management, LLC 0.01% 2,022 $226K
18 Farther Finance Advisors, LLC 0.01% 5,981 $670K
19 Capital Investment Advisory Services, LLC 0.00% 575 $64K
20 Compass Financial Management LLC 0.00% 268 $30K
21 Stratos Wealth Partners, LTD. 0.00% 2,904 $325K
22 Commonwealth Equity Services, LLC 0.00% 22,836 $2.6M
23 Strengthening Families & Communities, LLC 0.00% 104 $12K
24 Capital Investment Counsel, Inc 0.00% 200 $22K
25 Benjamin Edwards Inc 0.00% 2,336 $262K
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 (PSL)

What does the Smart Money Trend signal show for PSL?

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

Slight buying edge — 53% buying: Last quarter: 26 funds bought or added vs 23 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 PSL holders?

Elite ownership — 50% AUM from top-100 funds: 10 of 59 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in PSL. 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 PSL?

71% of holders stayed for 2+ years: 42 out of 59 hedge funds have held PSL 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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