Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PWV)

178 + 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
↑ +3
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — PWV

Based on 180 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
180 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 — +13% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

64 buying66 selling
Last quarter: 66 funds reduced or exited vs 64 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 — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 11 → 19 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 21% medium ■ 14% new
117 out of 180 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.
📈

Growing discovery — still being found

16 → 14 → 11 → 19 → 14 new funds/Q
New funds entering each quarter: 14 → 11 → 19 → 14. A growing number of institutions are discovering PWV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 19% newcomers

■ 67% veterans ■ 13% 1-2yr ■ 19% new
Entry-cohort mix of 180 holders: 121 (67%) are 2+ year veterans, 24 entered 1–2 years ago, and 35 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
18 of 180 holders are among the 100 largest funds by AUM, controlling 61% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — PWV

In 2026 Q1, 64 hedge funds were net buyers of PWV (14 opened a new position, 50 added to an existing one), while 66 reduced or exited (55 trimmed, 11 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 61% of total institutional value in PWV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 180.

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

-- --

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

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

Signal Freshness measures how much PWV 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 · 78d ago
PWV
+8.4%
SPY
+15.9%

PWV outperformed SPY by -7.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
PWV
+3.2%
SPY
+2.0%

Since the filing became public, PWV outperformed SPY by +1.2% .

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.

9 top-rated funds 3 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: PWV
178 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 178 177 0.56%
13F Shares 13M 26M -50.42%
Total Value $909M $1.44B -37.04%
New Positions 13 19 -6
Increased Positions 50 51 -1
Closed Positions 12 7 +5
Reduced Positions 55 44 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PWV

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Institutional Holders (2026 Q1)

178 + investors

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

QUARTER:
Top 25 PWV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SPWM Advisors LLC 11.17% 176,117 $12.9M
2 Atlas Private Wealth Advisors 3.93% 239,544 $16.7M
3 AGH Wealth Advisors, LLC 2.69% 52,471 $3.7M
4 Cooksen Wealth, LLC 2.61% 51,511 $3.6M
5 IAG Wealth Partners, LLC 2.51% 322,918 $22.5M
6 Capstone Wealth Management Group, LLC 1.99% 68,253 $4.8M
7 Solutions 4 Wealth, Ltd 1.99% 18,990 $1.3M
8 Horizon Family Wealth, Inc. 1.93% 52,364 $3.7M
9 Willner & Heller, LLC 1.15% 22,169 $1.5M
10 Ullmann Wealth Partners Group, LLC 0.75% 103,549 $7.2M
11 Stratos Investment Management, LLC 0.59% 210,881 $14.7M
12 Stonebridge Financial Group, LLC 0.59% 102,102 $7.1M
13 Regal Investment Advisors LLC 0.55% 137,150 $9.6M
14 Firestone Capital Management 0.54% 37,363 $2.6M
15 Stonebridge Wealth Management, LLC 0.49% 7,364 $513K
16 Arkadios Wealth Advisors 0.44% 387,000 $27.0M
17 Wharton Business Group, LLC 0.41% 155,635 $10.8M
18 Howard Wealth Management, LLC 0.38% 12,872 $897K
19 Paragon Private Wealth Management, LLC 0.31% 14,265 $994K
20 SimpliFi, Inc. 0.28% 9,700 $676K
21 Nestegg Advisors, INC. 0.21% 3,384 $236K
22 CPC Advisors, LLC 0.20% 17,831 $1.2M
23 Harmony Asset Management LLC 0.18% 8,418 $587K
24 Parker Financial LLC 0.16% 5,917 $412K
25 MSH Capital Advisors LLC 0.15% 10,387 $724K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More sellers than buyers — 49% buying: Last quarter: 66 funds reduced or exited vs 64 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 PWV holders?

Elite ownership — 61% AUM from top-100 funds: 18 of 180 holders are among the 100 largest funds by AUM, controlling 61% 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?

65% of holders stayed for 2+ years: 117 out of 180 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.

Is it too late to buy Invesco Exchange Traded Fd T (PWV) following the 2026 Q1 hedge fund 13F filings?

As of today, PWV has moved +3.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.2%. Since the quarter end (March 31, 2026), PWV has gained +8.4% vs +15.9% 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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