Stock Analysis

INVESCO EXCH TRADED FD TR II (PWZ)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — PWZ

Based on 112 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added this stock 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 trade.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
112 hedge funds hold this stock 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 'crowded trade' — high ownership doesn't mean safe.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

59 buying44 selling
Last quarter: 59 funds bought or added vs 44 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 (+6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 18 → 10 → 16 → 22. A growing number of new institutional buyers means the stock is still being discovered — the opportunity hasn't been fully priced in.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 22% medium 25% new
59 out of 112 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.
📈

Growing discovery — still being found

13 → 18 → 10 → 16 → 22 new funds/Q
New funds entering each quarter: 18 → 10 → 16 → 22. A growing number of institutions are discovering this stock each quarter. The idea is still spreading — there is room for more buyers to enter.
🏛️

Deep conviction — 53% of holders stayed 2+ years

53% veterans 16% 1-2yr 31% new
Of 112 current holders: 59 (53%) 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.
📋

Smaller funds dominant — 12% top-100 AUM

12% from top-100 AUM funds
Only 13 of 112 current holders rank in the top 100 by AUM. The stock is held mostly by smaller and mid-sized funds — the largest institutional players haven't yet built significant positions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Hedge Fund Ownership: PWZ

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

Market Analysis: PWZ

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PWZ

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Hedge Fund Positioning: PWZ
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: PWZ

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed