Stock Analysis
Data Source: SEC EDGAR 13F
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Invesco Exchange Traded Fd T (PTH)

68 + Investors. Track Smart Money conviction in PTH. 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
↑ +8
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — PTH

Based on 68 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 PTH 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
68 hedge funds hold PTH 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.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟠

More sellers than buyers — 48% buying

25 buying27 selling
Last quarter: 27 funds reduced or exited vs 25 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.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new PTH position: 6 → 14 → 7 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 18% medium 16% new
45 out of 68 hedge funds have held PTH 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.
💰

Price up while funds trimmed (+20% value, -2% shares)

Value
+20%
Shares
-1%
Last quarter: total value of institutional PTH holdings rose +20% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~15 new funds/quarter

4 → 6 → 14 → 7 → 15 new funds/Q
New funds entering each quarter: 6 → 14 → 7 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 19% newcomers

69% veterans 12% 1-2yr 19% new
Entry-cohort mix of 68 holders: 47 (69%) are 2+ year veterans, 8 entered 1–2 years ago, and 13 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
12 of 68 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in PTH. 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 — PTH

In 2026 Q2, 25 hedge funds were net buyers of PTH (15 opened a new position, 10 added to an existing one), while 27 reduced or exited (20 trimmed, 7 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 58% of total institutional value in PTH 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: 68.

Hedge Fund Ownership: PTH

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

Market Analysis: PTH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PTH

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: PTH
68 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 68 60 13.33%
13F Shares 885K 899K -1.64%
Total Value $50M $41M 20.25%
New Positions 15 7 +8
Increased Positions 10 11 -1
Closed Positions 7 11 -4
Reduced Positions 20 19 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PTH

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Institutional Holders (2026 Q2)

68 + investors

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

QUARTER:
Top 25 PTH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SFI Advisors, LLC 2.90% 56,283 $3.4M
2 Byrne Financial Freedom, LLC 0.77% 32,917 $2.0M
3 WealthBridge Capital Management, LLC 0.44% 36,956 $2.2M
4 Fortune Financial Group, Inc. 0.31% 6,647 $397K
5 Avaii Wealth Management, LLC 0.06% 3,545 $212K
6 Concentrum Wealth Management 0.06% 4,033 $241K
7 Sankala Group LLC 0.06% 1,391 $84K
8 IHT Wealth Management, LLC 0.05% 38,371 $2.3M
9 Atlas Legacy Advisors, LLC 0.05% 5,964 $327K
10 Godfrey Financial Associates, Inc. 0.04% 900 $54K
11 Bellevue Asset Management, LLC 0.03% 1,212 $72K
12 PFG Advisors 0.03% 9,492 $567K
13 Realta Investment Advisors 0.01% 770 $46K
14 Prosperity Consulting Group, LLC 0.01% 5,287 $316K
15 Steigerwald, Gordon & Koch Inc. 0.01% 1,956 $117K
16 Farther Finance Advisors, LLC 0.01% 24,668 $1.5M
17 Armor Investment Advisors, LLC 0.01% 330 $20K
18 Darwin Wealth Management, LLC 0.01% 374 $22K
19 Coston, McIsaac & Partners 0.00% 401 $23K
20 Wealthcare Advisory Partners LLC 0.00% 3,636 $217K
21 Steward Partners Investment Advisory, LLC 0.00% 10,700 $639K
22 Fiduciary Financial Advisors 0.00% 408 $24K
23 Quaker Wealth Management, LLC 0.00% 114 $7K
24 OneDigital Investment Advisors LLC 0.00% 3,785 $226K
25 Commonwealth Equity Services, LLC 0.00% 16,435 $982K
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 (PTH)

What does the Smart Money Trend signal show for PTH?

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

More sellers than buyers — 48% buying: Last quarter: 27 funds reduced or exited vs 25 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 PTH holders?

Elite ownership — 58% AUM from top-100 funds: 12 of 68 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in PTH. 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 PTH?

66% of holders stayed for 2+ years: 45 out of 68 hedge funds have held PTH 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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