Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCHANGE TRADED FD T (PWV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — PWV

Based on 169 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PWV 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
169 hedge funds hold PWV 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 — +14% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

68 buying50 selling
Last quarter: 68 funds bought or added vs 50 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new PWV position: 15 → 13 → 10 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 17% medium ■ 13% new
118 out of 169 hedge funds have held PWV 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.
💎

Buying through price weakness — shares +121%, value +85%

Value
+85%
Shares
+121%
Last quarter: funds added +121% more shares while total portfolio value only changed +85%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~19 new funds/quarter

13 → 15 → 13 → 10 → 19 new funds/Q
New funds entering each quarter: 15 → 13 → 10 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Of 169 current holders: 118 (70%) 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 — 78% AUM from top-100 funds

78% from top-100 AUM funds
18 of 169 holders are among the 100 largest funds by AUM, controlling 78% of total institutional value in PWV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Hedge Fund Ownership: PWV

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

Market Analysis: PWV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PWV

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 2 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: PWV
2026 Q1 Stats Unlock in 20 days 169 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 169 157 7.64%
13F Shares 26M 12M 121.31%
Total Value $1.44B $777M 85.21%
New Positions 19 10 +9
Increased Positions 49 50 -1
Closed Positions 7 11 -4
Reduced Positions 43 36 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PWV

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

169 + investors

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

Top 25 institutional holders of PWV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atlas Private Wealth Advisors 3.93% 239,544 $16.7M
2 AGH Wealth Advisors, LLC 2.69% 52,471 $3.7M
3 IAG Wealth Partners, LLC 2.51% 322,918 $22.5M
4 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 1.99% 68,253 $4.8M
5 WILLNER & HELLER, LLC 1.15% 22,169 $1.5M
6 Ullmann Wealth Partners Group, LLC 0.75% 103,549 $7.2M
7 Stratos Investment Management, LLC 0.59% 210,881 $14.7M
8 Stonebridge Financial Group, LLC 0.59% 102,102 $7.1M
9 Stonebridge Wealth Management, LLC 0.49% 7,364 $513K
10 SimpliFi, Inc. 0.28% 9,700 $676K
11 NESTEGG ADVISORS, INC. 0.21% 3,384 $236K
12 CPC Advisors, LLC 0.20% 17,831 $1.2M
13 Parker Financial LLC 0.16% 5,917 $412K
14 Harbor Asset Planning, Inc. 0.15% 2,613 $182K
15 IVC Wealth Advisors LLC 0.13% 4,290 $299K
16 CARY STREET PARTNERS FINANCIAL LLC 0.12% 70,108 $4.9M
17 RDA Financial Network 0.12% 6,800 $474K
18 Armbruster Capital Management, Inc. 0.12% 10,117 $705K
19 MRA Advisory Group 0.11% 3,713 $259K
20 True Wealth Design, LLC 0.09% 4,850 $338K
21 JNBA Financial Advisors 0.09% 15,092 $1.1M
22 Bay Rivers Group 0.09% 3,000 $209K
23 Spire Wealth Management 0.07% 30,753 $2.1M
24 BLUELINE ADVISORS LLC 0.07% 1,332 $93K
25 Retirement Investment Advisors, Inc. 0.06% 10,371 $690K
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 (PWV)

What does the Smart Money Trend signal show for PWV?

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

Slight buying edge — 58% buying: Last quarter: 68 funds bought or added vs 50 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 PWV holders?

Elite ownership — 78% AUM from top-100 funds: 18 of 169 holders are among the 100 largest funds by AUM, controlling 78% of total institutional value in PWV. 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 PWV?

70% of holders stayed for 2+ years: 118 out of 169 hedge funds have held PWV 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.