INVESCO ACTIVELY MANAGED EXC (PSR): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

INVESCO ACTIVELY MANAGED EXC (PSR)

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

Smart Money Signals — PSR

Based on 42 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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 — 72% of 3.0Y peak

72% of all-time peak

42 funds currently hold this stock — 72% of the 3.0-year high of 58 funds (reached 2023 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q

7 fewer hedge funds hold PSR compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟡

Slight buying edge — 55% buying

24 buying20 selling

Last quarter: 24 funds bought or added vs 20 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 — ~4 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 7 → 8 → 4. 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+) ■ 14% medium ■ 10% new

32 out of 42 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.

💰

Value +37% but shares only +11% — price-driven

Value

+36%

+10%

Last quarter: the total dollar value of institutional holdings rose +37%, but actual share count only changed +11%. 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.

📊

Peak discovery — momentum slowing

9 → 8 → 7 → 8 → 4 new funds/Q

New funds entering each quarter: 8 → 7 → 8 → 4. PSR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 81% of holders stayed 2+ years

■ 81% veterans ■ 7% 1-2yr ■ 12% new

Of 42 current holders: 34 (81%) 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.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

7 of 42 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

1.8

out of 10

Low Exit Risk

Exit risk score 1.8/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	42	47	-10.64%
13F Shares	290K	262K	10.86%
Total Value	$50M	$37M	36.7%
New Positions	4	8	-4
Increased Positions	20	17	+3
Closed Positions	9	12	-3
Reduced Positions	11	15	-4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-10.64%

13F Shares

290K

262K

10.86%

Total Value

$50M

$37M

36.7%

New Positions

-4

Increased Positions

Closed Positions

-3

Reduced Positions

-4

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

42 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 15 institutional holders of PSR — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Montz Harcus Wealth Management LLC	0.40%	10,698	$991K
2	AA Financial Advisors, LLC	0.10%	7,881	$730K
3	LongView Wealth Management	0.06%	2,565	$253K
4	CVA Family Office, LLC	0.01%	1,257	$116K
5	J.W. COLE ADVISORS, INC.	0.01%	3,077	$285K
6	CX Institutional	0.01%	3,345	—
7	Merit Financial Group, LLC	0.00%	5,023	$465K
8	Independence Bank of Kentucky	0.00%	100	$9K
9	Glass Jacobson Investment Advisors llc	0.00%	35	$3K
10	Kestra Advisory Services, LLC	0.00%	2,650	$245K
11	CENTRAL TRUST Co	0.00%	495	$46K
12	Cambridge Investment Research Advisors, Inc.	0.00%	3,235	—
13	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	2,286	$212K
14	Farther Finance Advisors, LLC	0.00%	206	$19K
15	IFP Advisors, Inc	0.00%	38	$4K

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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 55% buying: Last quarter: 24 funds bought or added vs 20 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 — 13% AUM from top-100: 7 of 42 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PSR?

76% of holders stayed for 2+ years: 32 out of 42 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.

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INVESCO ACTIVELY MANAGED EXC (PSR)

Smart Money Signals — PSR

Selling streak — 2 quarters in a row

High ownership — 72% of 3.0Y peak

Outflows — 14% fewer funds vs a year ago

Slight buying edge — 55% buying

Steady new buyers — ~4 new funds per quarter

76% of holders stayed for 2+ years

Value +37% but shares only +11% — price-driven

Peak discovery — momentum slowing

Deep conviction — 81% of holders stayed 2+ years

Smaller funds dominant — 13% AUM from top-100

Hedge Fund Ownership: PSR

Market Analysis: PSR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PSR

Hedge Fund Positioning: PSR

Statistics: PSR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — INVESCO ACTIVELY MANAGED EXC (PSR)

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