Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Actively Managed Exc (PSR)

45 + Investors. Track Smart Money conviction in PSR. 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
↓ -3
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — PSR

Based on 45 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PSR 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 — 85% of 3.0Y peak

85% of all-time peak
45 funds currently hold this stock — 85% of the 3.0-year high of 53 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 15% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold PSR compared to a year ago (-15% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 47% buying

22 buying25 selling
Last quarter: 25 funds reduced or exited vs 22 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 — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 4 → 9 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

76% of holders stayed for 2+ years

76% conviction (2yr+) 11% medium 13% new
34 out of 45 hedge funds have held PSR 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 +7%, value -37%

Value
-37%
Shares
+6%
Last quarter: funds added +7% more shares while total portfolio value only changed -37%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~5 new funds/quarter

8 → 8 → 4 → 9 → 5 new funds/Q
New funds entering each quarter: 8 → 4 → 9 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 76% veterans vs 20% newcomers

76% veterans 4% 1-2yr 20% new
Entry-cohort mix of 45 holders: 34 (76%) are 2+ year veterans, 2 entered 1–2 years ago, and 9 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
7 of 45 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PSR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — PSR

In 2026 Q2, 22 hedge funds were net buyers of PSR (5 opened a new position, 17 added to an existing one), while 25 reduced or exited (17 trimmed, 8 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 45% of total institutional value in PSR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 45.

Hedge Fund Ownership: PSR

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

Market Analysis: PSR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSR

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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
0.1
/ 10
conviction
Hedge Fund Positioning: PSR
45 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 45 48 -6.25%
13F Shares 313K 293K 6.68%
Total Value $32M $51M -37.49%
New Positions 5 9 -4
Increased Positions 17 16 +1
Closed Positions 8 5 +3
Reduced Positions 17 14 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSR

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Institutional Holders (2026 Q2)

45 + investors

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

QUARTER:
Top 25 PSR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Montz Harcus Wealth Management LLC 0.43% 11,688 $1.2M
2 Pacific Sun Financial Corp 0.10% 2,400 $246K
3 AA Financial Advisors, LLC 0.09% 7,139 $732K
4 Brio Consultants, LLC 0.08% 6,969 $715K
5 LongView Wealth Management 0.07% 2,683 $275K
6 Gateway Wealth Partners, LLC 0.02% 3,491 $358K
7 Ameritas Investment Partners, Inc. 0.01% 5,066 $520K
8 CVA Family Office, LLC 0.01% 1,265 $130K
9 Main Street Group, LTD 0.01% 305 $31K
10 Cetera Investment Advisers 0.01% 68,772 $7.1M
11 J.W. Cole Advisors, INC. 0.01% 3,232 $331K
12 Tower Research Capital LLC (TRC) 0.00% 1,940 $199K
13 CreativeOne Wealth, LLC 0.00% 2,037 $209K
14 Geneos Wealth Management Inc. 0.00% 1,807 $185K
15 Kestra Advisory Services, LLC 0.00% 9,981 $1.0M
16 Merit Financial Group, LLC 0.00% 5,049 $518K
17 LPL Financial LLC 0.00% 95,394 $9.8M
18 Steward Partners Investment Advisory, LLC 0.00% 3,977 $408K
19 TD Capital Management LLC 0.00% 215 $22K
20 Glenmede Trust Co NA 0.00% 2,977 $305K
21 Global Retirement Partners, LLC 0.00% 800 $82K
22 Independence Bank of Kentucky 0.00% 100 $10K
23 Glass Jacobson Investment Advisors llc 0.00% 35 $4K
24 CENTRAL TRUST Co 0.00% 459 $47K
25 Osaic Holdings, INC. 0.00% 5,221 $536K
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 Actively Managed Exc (PSR)

What does the Smart Money Trend signal show for PSR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PSR 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 PSR?

More sellers than buyers — 47% buying: Last quarter: 25 funds reduced or exited vs 22 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 PSR holders?

Elite ownership — 45% AUM from top-100 funds: 7 of 45 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PSR. 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 PSR?

76% of holders stayed for 2+ years: 34 out of 45 hedge funds have held PSR 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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