Stock Analysis
Data Source: SEC EDGAR 13F
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Invesco Exch Traded Fd Tr II (PXF)

250 + Investors. Track Smart Money conviction in PXF. 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
↑ +12
Streak
11Q ▲
Buyers last Q
65%

Smart Money Signals — PXF

Based on 251 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added PXF 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
251 hedge funds hold PXF 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 — +27% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+27% 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.
🟢

More buyers than sellers — 65% buying

134 buying72 selling
Last quarter: 134 funds were net buyers (32 opened a brand new position + 102 added to an existing one). Only 72 were sellers (52 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~32 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 41 → 30 → 32. 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+) 20% medium 23% new
142 out of 251 hedge funds have held PXF 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 — ~32 new funds/quarter

28 → 16 → 41 → 30 → 32 new funds/Q
New funds entering each quarter: 16 → 41 → 30 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 31% newcomers

57% veterans 12% 1-2yr 31% new
Entry-cohort mix of 251 holders: 144 (57%) are 2+ year veterans, 29 entered 1–2 years ago, and 78 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 77% AUM from top-100 funds

77% from top-100 AUM funds
27 of 251 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in PXF. 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 — PXF

In 2026 Q2, 134 hedge funds were net buyers of PXF (32 opened a new position, 102 added to an existing one), while 72 reduced or exited (52 trimmed, 20 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 77% of total institutional value in PXF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 251.

Hedge Fund Ownership: PXF

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

Market Analysis: PXF

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: PXF

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: PXF
250 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 250 239 4.6%
13F Shares 30M 30M -1.36%
Total Value $2.23B $2.08B 7.19%
New Positions 31 30 +1
Increased Positions 102 83 +19
Closed Positions 20 24 -4
Reduced Positions 52 58 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PXF

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Institutional Holders (2026 Q2)

250 + investors

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

QUARTER:
Top 25 PXF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Johnson & White Wealth Management, LLC 11.11% 392,494 $29.7M
2 Maltin Wealth Management, Inc. 4.60% 181,827 $13.8M
3 Cedar Point Capital Partners, LLC 1.89% 43,538 $3.3M
4 Arlington Financial Advisors, LLC 1.85% 192,286 $14.5M
5 First American Trust, Fsb 1.72% 378,090 $28.6M
6 Three Bridge Wealth Advisors, LLC 1.50% 79,227 $6.0M
7 Nalls Sherbakoff Group, LLC 1.30% 25,219 $1.8M
8 Breakwater Capital Group 1.08% 118,700 $9.0M
9 Garden State Investment Advisory Services LLC 1.05% 76,892 $5.8M
10 RTD Financial Advisors, Inc. 1.05% 126,990 $9.6M
11 Archer Investment Corp 0.99% 66,433 $5.0M
12 Riverchase Wealth Management, LLC 0.89% 25,378 $1.9M
13 Targeted Financial Services LLC 0.83% 14,867 $1.1M
14 Centurion Wealth Management LLC 0.76% 41,829 $3.2M
15 Verum Partners LLC 0.73% 64,459 $4.9M
16 WFA of San Diego, LLC 0.69% 10,685 $848K
17 Flagstar Securities, Inc 0.65% 28,289 $2.1M
18 Drive Wealth Management, LLC 0.48% 35,536 $2.7M
19 Basso Capital Management, L.P. 0.48% 29,466 $2.2M
20 Birchwood Financial Partners, Inc. 0.45% 7,220 $546K
21 Aries Wealth Management 0.33% 22,316 $1.7M
22 Harbour Investment Management LLC 0.31% 7,887 $597K
23 KWB Wealth 0.29% 45,541 $3.4M
24 Flatrock Wealth Partners LLC 0.28% 9,323 $705K
25 Cornerstone Wealth Management, LLC 0.28% 84,622 $6.4M
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 Exch Traded Fd Tr II (PXF)

What does the Smart Money Trend signal show for PXF?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added PXF 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 PXF?

More buyers than sellers — 65% buying: Last quarter: 134 funds were net buyers (32 opened a brand new position + 102 added to an existing one). Only 72 were sellers (52 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PXF holders?

Elite ownership — 77% AUM from top-100 funds: 27 of 251 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in PXF. 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 PXF?

57% of holders stayed for 2+ years: 142 out of 251 hedge funds have held PXF 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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