Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PTF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
3Q ▲
Buyers last Q
48%

Smart Money Signals — PTF

Based on 106 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PTF 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 (99% of max)

99% of all-time peak
106 hedge funds hold PTF 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
+5 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.
🟠

More sellers than buyers — 48% buying

41 buying45 selling
Last quarter: 45 funds reduced or exited vs 41 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 — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 11 → 18 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 19% medium ■ 24% new
61 out of 106 hedge funds have held PTF 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

14 → 13 → 11 → 18 → 18 new funds/Q
New funds entering each quarter: 13 → 11 → 18 → 18. A growing number of institutions are discovering PTF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 12% 1-2yr ■ 28% new
Of 108 current holders: 65 (60%) 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.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
17 of 106 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in PTF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — PTF

In 2026 Q1, 41 hedge funds were net buyers of PTF (18 opened a new position, 23 added to an existing one), while 45 reduced or exited (35 trimmed, 10 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in PTF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 106.

Hedge Fund Ownership: PTF

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

Market Analysis: PTF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PTF

-- --

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

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

Signal Freshness measures how much PTF 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 · 76d ago
PTF
+50.3%
SPY
+14.1%

PTF outperformed SPY by +36.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
PTF
+8.5%
SPY
+0.3%

Since the filing became public, PTF outperformed SPY by +8.2% .

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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: PTF
106 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 106 98 8.16%
13F Shares 2M 2M 1.92%
Total Value $205M $188M 9.04%
New Positions 18 18 -
Increased Positions 23 14 +9
Closed Positions 10 15 -5
Reduced Positions 34 42 -8
Total Calls 3 1 200.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PTF

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Institutional Holders (2026 Q1)

106 + investors

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

QUARTER:
Top 25 PTF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paller Financial Services Inc 5.32% 74,568 $6.4M
2 Colter Lewis Investment Partners LLC 2.13% 26,249 $2.3M
3 Theory Financial LLC 1.53% 50,614 $4.4M
4 Transamerica Financial Advisors, LLC 1.16% 157,169 $13.6M
5 Benson Wealth Management INC 0.96% 8,115 $701K
6 Bawa N Mallick Trust 0.85% 24,000 $2.1M
7 Genesee Capital Advisors, LLC 0.57% 15,863 $1.4M
8 Signature Equity Partners, LLC 0.53% 11,365 $981K
9 Darwin Wealth Management, LLC 0.24% 9,000 $777K
10 Balanced Wealth Group LLC 0.21% 6,687 $577K
11 StoneX Group Inc. 0.18% 38,769 $3.3M
12 Sun Financial Inc 0.14% 2,290 $283K
13 Samalin Investment Counsel, LLC 0.14% 4,476 $386K
14 Heritage Trust Co 0.12% 13,560 $1.2M
15 MTM Investment Management, LLC 0.11% 3,966 $342K
16 Bellevue Asset Management, LLC 0.09% 2,103 $182K
17 Trueblood Wealth Management, LLC 0.09% 2,613 $226K
18 Reik & CO., LLC 0.09% 3,600 $311K
19 Carr Financial Group Corp 0.06% 2,508 $217K
20 Golden State Wealth Management, LLC 0.05% 5,165 $446K
21 KKM Financial LLC 0.05% 3,343 $256K
22 Mission Wealth Management, LP 0.04% 24,300 $2.1M
23 LJI Wealth Management, LLC 0.03% 2,325 $201K
24 AlphaCore Capital LLC 0.03% 13,885 $1.2M
25 Cooper Financial Group 0.03% 3,156 $272K
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 (PTF)

What does the Smart Money Trend signal show for PTF?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PTF 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 PTF?

More sellers than buyers — 48% buying: Last quarter: 45 funds reduced or exited vs 41 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 PTF holders?

Elite ownership — 57% AUM from top-100 funds: 17 of 106 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in PTF. 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 PTF?

58% of holders stayed for 2+ years: 61 out of 106 hedge funds have held PTF 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 (PTF) following the 2026 Q1 hedge fund 13F filings?

As of today, PTF has moved +8.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +8.2%. Since the quarter end (March 31, 2026), PTF has gained +50.3% vs +14.1% 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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