Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PXE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — PXE

Based on 54 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PXE 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 (95% of max)

95% of all-time peak
54 hedge funds hold PXE 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 — +20% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

27 buying20 selling
Last quarter: 27 funds bought or added vs 20 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 (+10 vs last Q)

new funds entering per quarter
Funds opening a new PXE position: 7 → 8 → 6 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 22% medium ■ 22% new
30 out of 54 hedge funds have held PXE 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 (+13% value, -16% shares)

Value
+12%
Shares
-15%
Last quarter: total value of institutional PXE holdings rose +13% even though funds reduced share count by 16%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

2 → 7 → 8 → 6 → 16 new funds/Q
New funds entering each quarter: 7 → 8 → 6 → 16. A growing number of institutions are discovering PXE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 26% newcomers

■ 63% veterans ■ 11% 1-2yr ■ 26% new
Entry-cohort mix of 54 holders: 34 (63%) are 2+ year veterans, 6 entered 1–2 years ago, and 14 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
13 of 54 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in PXE. 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 — PXE

In 2026 Q1, 27 hedge funds were net buyers of PXE (16 opened a new position, 11 added to an existing one), while 20 reduced or exited (14 trimmed, 6 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in PXE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 54.

Hedge Fund Ownership: PXE

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

Market Analysis: PXE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PXE

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: PXE
46 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 46 54 -14.81%
13F Shares 792K 981K -19.2%
Total Value $26M $37M -27.92%
New Positions 10 16 -6
Increased Positions 11 11 -
Closed Positions 18 6 +12
Reduced Positions 15 14 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PXE

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Institutional Holders (2026 Q2)

46 + investors

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

QUARTER:
Top 25 PXE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mraz, Amerine & Associates, Inc. 0.29% 60,488 $2.0M
2 PCG Wealth Advisors, LLC 0.08% 10,390 $352K
3 Essex Financial Services, Inc. 0.05% 28,367 $961K
4 KKM Financial LLC 0.03% 7,027 $238K
5 Two Sigma Securities, LLC 0.02% 8,058 $273K
6 Copia Wealth Management 0.02% 1,131 $38K
7 Vision Retirement, LLC 0.02% 2,050 $69K
8 Foundations Investment Advisors, LLC 0.01% 39,687 $1.3M
9 Tower Research Capital LLC (TRC) 0.01% 16,524 $560K
10 IHT Wealth Management, LLC 0.01% 18,026 $611K
11 HighMark Wealth Management LLC 0.00% 400 $14K
12 Global Retirement Partners, LLC 0.00% 7,337 $249K
13 TOP Private Wealth LLC. 0.00% 110 $4K
14 Cetera Investment Advisers 0.00% 113,235 $3.8M
15 Atlantic Union Bankshares Corp 0.00% 3,809 $129K
16 Two Sigma Investments, LP 0.00% 46,500 $1.6M
17 Hrt Financial LP 0.00% 16,336 $553K
18 Strategic Wealth Partners, Ltd. 0.00% 363 $12K
19 Capital Investment Advisory Services, LLC 0.00% 302 $10K
20 Raymond James Financial Inc 0.00% 53,930 $1.8M
21 Arax Advisory Partners 0.00% 2,200 $75K
22 LPL Financial LLC 0.00% 51,355 $1.7M
23 Osaic Holdings, INC. 0.00% 8,438 $286K
24 Commonwealth Equity Services, LLC 0.00% 6,325 $214K
25 Morgan Stanley 0.00% 139,933 $4.7M
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 (PXE)

What does the Smart Money Trend signal show for PXE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PXE 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 PXE?

Slight buying edge — 57% buying: Last quarter: 27 funds bought or added vs 20 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 PXE holders?

Elite ownership — 40% AUM from top-100 funds: 13 of 54 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in PXE. 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 PXE?

56% of holders stayed for 2+ years: 30 out of 54 hedge funds have held PXE 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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