Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Actively Managed Exc (PSR)

47 + 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
↑ +5
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — PSR

Based on 48 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 PSR 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 — 86% of 3.0Y peak

86% of all-time peak
48 funds currently hold this stock — 86% of the 3.0-year high of 56 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

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

Slight buying edge — 58% buying

25 buying18 selling
Last quarter: 25 funds bought or added vs 18 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.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 8 → 4 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

73% of holders stayed for 2+ years

73% conviction (2yr+) 10% medium 17% new
35 out of 48 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.
➡️

Steady discovery — ~9 new funds/quarter

8 → 7 → 8 → 4 → 9 new funds/Q
New funds entering each quarter: 7 → 8 → 4 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 79% veterans vs 15% newcomers

79% veterans 6% 1-2yr 15% new
Entry-cohort mix of 48 holders: 38 (79%) are 2+ year veterans, 3 entered 1–2 years ago, and 7 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
11 of 48 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 Q1, 25 hedge funds were net buyers of PSR (9 opened a new position, 16 added to an existing one), while 18 reduced or exited (14 trimmed, 4 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 48.

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

-- --

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

Is It Too Late to Buy Invesco Actively Managed Exc (PSR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PSR 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
PSR
+9.9%
SPY
+15.9%

PSR outperformed SPY by -6.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
PSR
+2.3%
SPY
+2.0%

Since the filing became public, PSR outperformed SPY by +0.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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: PSR
47 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 47 43 9.3%
13F Shares 287K 290K -0.95%
Total Value $50M $50M -0.49%
New Positions 9 4 +5
Increased Positions 16 20 -4
Closed Positions 5 9 -4
Reduced Positions 14 11 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSR

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Financial Highlights

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Institutional Holders (2026 Q1)

47 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Montz Harcus Wealth Management LLC 0.40% 10,698 $991K
2 Pacific Sun Financial Corp 0.11% 2,425 $225K
3 AA Financial Advisors, LLC 0.10% 7,881 $730K
4 Brio Consultants, LLC 0.08% 6,848 $692K
5 LongView Wealth Management 0.06% 2,565 $253K
6 Gateway Wealth Partners, LLC 0.02% 6,298 $583K
7 Ameritas Investment Partners, Inc. 0.01% 5,071 $470K
8 CVA Family Office, LLC 0.01% 1,257 $116K
9 J.W. Cole Advisors, INC. 0.01% 3,077 $285K
10 Tower Research Capital LLC (TRC) 0.01% 3,668 $340K
11 Main Street Group, LTD 0.01% 300 $28K
12 Cetera Investment Advisers 0.01% 58,028 $5.4M
13 Geneos Wealth Management Inc. 0.01% 2,382 $221K
14 CreativeOne Wealth, LLC 0.01% 2,354 $218K
15 Merit Financial Group, LLC 0.00% 5,023 $465K
16 Glenmede Trust Co NA 0.00% 5,975 $553K
17 Steward Partners Investment Advisory, LLC 0.00% 4,244 $393K
18 TD Capital Management LLC 0.00% 213 $20K
19 Osaic Holdings, INC. 0.00% 10,265 $951K
20 Independence Bank of Kentucky 0.00% 100 $9K
21 Glass Jacobson Investment Advisors llc 0.00% 35 $3K
22 Kestra Advisory Services, LLC 0.00% 2,650 $245K
23 CENTRAL TRUST Co 0.00% 495 $46K
24 Raymond James Financial Inc 0.00% 14,260 $1.3M
25 Parallel Advisors, LLC 0.00% 213 $20K
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?

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

Slight buying edge — 58% buying: Last quarter: 25 funds bought or added vs 18 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 PSR holders?

Smaller funds dominant — 14% AUM from top-100: 11 of 48 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PSR?

73% of holders stayed for 2+ years: 35 out of 48 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.

Is it too late to buy Invesco Actively Managed Exc (PSR) following the 2026 Q1 hedge fund 13F filings?

As of today, PSR has moved +2.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), PSR has gained +9.9% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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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