Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PUI)

40 + Investors. Track Smart Money conviction in PUI. 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
↓ -1
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — PUI

Based on 40 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PUI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
40 hedge funds hold PUI 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 — +25% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+25% 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.
🟡

Slight buying edge — 53% buying

18 buying16 selling
Last quarter: 18 funds bought or added vs 16 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 7 → 9 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 15% medium 28% new
23 out of 40 hedge funds have held PUI 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 — ~6 new funds/quarter

3 → 9 → 7 → 9 → 6 new funds/Q
New funds entering each quarter: 9 → 7 → 9 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 30% newcomers

62% veterans 8% 1-2yr 30% new
Entry-cohort mix of 40 holders: 25 (62%) are 2+ year veterans, 3 entered 1–2 years ago, and 12 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
9 of 40 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in PUI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — PUI

In 2026 Q1, 18 hedge funds were net buyers of PUI (6 opened a new position, 12 added to an existing one), while 16 reduced or exited (9 trimmed, 7 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 44% of total institutional value in PUI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 40.

Hedge Fund Ownership: PUI

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

Market Analysis: PUI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PUI

-- --

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

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

Signal Freshness measures how much PUI 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 · 80d ago
PUI
nan%
SPY
+13.9%

PUI outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
PUI
nan%
SPY
+0.2%

Since the filing became public, PUI outperformed SPY by nan% .

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 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: PUI
40 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 40 41 -2.44%
13F Shares 520K 391K 33.09%
Total Value $24M $17M 43.22%
New Positions 6 9 -3
Increased Positions 12 10 +2
Closed Positions 7 4 +3
Reduced Positions 9 13 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PUI

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Institutional Holders (2026 Q1)

40 + investors

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

QUARTER:
Top 25 PUI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ROI Financial Advisors, LLC 1.26% 44,744 $2.1M
2 GFS Advisors, LLC 0.51% 65,905 $4.0M
3 Synergy Asset Management, LLC 0.17% 33,409 $1.6M
4 Westbourne Investments, INC. 0.10% 4,485 $211K
5 Fifth Third Securities, INC. 0.05% 17,354 $816K
6 NWF Advisory Services Inc. 0.05% 9,407 $442K
7 Trek Financial, LLC 0.03% 12,653 $595K
8 StoneX Group Inc. 0.02% 7,100 $334K
9 Bellevue Asset Management, LLC 0.01% 628 $30K
10 Western Wealth Management, LLC 0.01% 7,325 $344K
11 Sunbelt Securities, Inc. 0.01% 2,622 $123K
12 Private Trust Co NA 0.01% 1,377 $65K
13 Farther Finance Advisors, LLC 0.00% 8,261 $391K
14 Providence Capital Advisors, LLC 0.00% 360 $17K
15 Parallel Advisors, LLC 0.00% 3,130 $147K
16 Transamerica Financial Advisors, LLC 0.00% 542 $26K
17 Capital Investment Advisory Services, LLC 0.00% 504 $24K
18 LPL Financial LLC 0.00% 111,488 $5.2M
19 Private Advisor Group, LLC 0.00% 5,838 $274K
20 International Assets Investment Management, LLC 0.00% 390 $18K
21 Archer Investment Corp 0.00% 125 $6K
22 Founders Financial Alliance, LLC 0.00% 144 $7K
23 Sound Income Strategies, LLC 0.00% 477 $23K
24 Sterling Capital Management LLC 0.00% 1,100 $52K
25 Jones Financial Companies Lllp 0.00% 35,979 $1.7M
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 (PUI)

What does the Smart Money Trend signal show for PUI?

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

Slight buying edge — 53% buying: Last quarter: 18 funds bought or added vs 16 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 PUI holders?

Elite ownership — 44% AUM from top-100 funds: 9 of 40 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in PUI. 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 PUI?

57% of holders stayed for 2+ years: 23 out of 40 hedge funds have held PUI 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 (PUI) following the 2026 Q1 hedge fund 13F filings?

As of today, PUI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), PUI has gained nan% vs +13.9% 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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