Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (PXF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
10Q ▲
Buyers last Q
58%

Smart Money Signals — PXF

Based on 239 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
239 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 — +26% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+26% 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.
🟡

Slight buying edge — 58% buying

113 buying81 selling
Last quarter: 113 funds bought or added vs 81 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.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 27 → 16 → 40 → 30. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 21% medium ■ 24% new
132 out of 239 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.
🚀

Acceleration phase — new buyers rushing in

24 → 27 → 16 → 40 → 30 new funds/Q
New funds entering each quarter: 27 → 16 → 40 → 30. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 57% veterans vs 30% newcomers

■ 57% veterans ■ 13% 1-2yr ■ 30% new
Entry-cohort mix of 239 holders: 136 (57%) are 2+ year veterans, 32 entered 1–2 years ago, and 71 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 78% AUM from top-100 funds

78% from top-100 AUM funds
22 of 239 holders are among the 100 largest funds by AUM, controlling 78% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 Q1, 113 hedge funds were net buyers of PXF (30 opened a new position, 83 added to an existing one), while 81 reduced or exited (58 trimmed, 23 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 78% of total institutional value in PXF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 239.

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
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PXF

-- --

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

Is It Too Late to Buy Invesco Exch Traded Fd Tr II (PXF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PXF 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 · 79d ago
PXF
+10.4%
SPY
+13.9%

PXF outperformed SPY by -3.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
PXF
+2.6%
SPY
+0.2%

Since the filing became public, PXF outperformed SPY by +2.4% .

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 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: PXF
236 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 236 232 1.72%
13F Shares 30M 28M 5.65%
Total Value $2.07B $2.25B -7.91%
New Positions 29 40 -11
Increased Positions 83 74 +9
Closed Positions 25 8 +17
Reduced Positions 57 61 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PXF

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Financial Highlights

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Institutional Holders (2026 Q1)

236 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Johnson & White Wealth Management, LLC 11.47% 387,859 $27.1M
2 Maltin Wealth Management, Inc. 4.58% 171,534 $12.0M
3 Arlington Financial Advisors, LLC 2.00% 201,083 $14.1M
4 Cedar Point Capital Partners, LLC 1.91% 42,158 $2.9M
5 First American Trust, Fsb 1.57% 334,207 $23.4M
6 Three Bridge Wealth Advisors, LLC 1.52% 79,121 $5.5M
7 Red Tortoise LLC 1.16% 39,758 $2.8M
8 RTD Financial Advisors, Inc. 1.11% 128,968 $9.0M
9 Breakwater Capital Group 1.10% 117,448 $8.2M
10 Garden State Investment Advisory Services LLC 1.01% 65,470 $4.6M
11 Archer Investment Corp 0.97% 64,920 $4.5M
12 Riverchase Wealth Management, LLC 0.92% 25,378 $1.8M
13 Centurion Wealth Management LLC 0.89% 56,529 $4.0M
14 Targeted Financial Services LLC 0.86% 15,029 $1.1M
15 Verum Partners LLC 0.86% 64,640 $4.5M
16 Trailhead Planners LLC 0.65% 9,700 $678K
17 WFA of San Diego, LLC 0.63% 11,271 $788K
18 Flagstar Advisors Inc 0.61% 23,996 $1.7M
19 Drive Wealth Management, LLC 0.54% 36,335 $2.5M
20 Birchwood Financial Partners, Inc. 0.48% 7,155 $500K
21 Shakespeare Wealth Management, LLC 0.41% 24,724 $1.7M
22 Aries Wealth Management 0.35% 22,932 $1.6M
23 Colonial River Investments, LLC 0.34% 13,515 $945K
24 KWB Wealth 0.32% 50,020 $3.3M
25 Crusonia Wealth Advisors LLC 0.31% 21,818 $1.5M
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 — 10 quarters in a row: For 10 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?

Slight buying edge — 58% buying: Last quarter: 113 funds bought or added vs 81 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 PXF holders?

Elite ownership — 78% AUM from top-100 funds: 22 of 239 holders are among the 100 largest funds by AUM, controlling 78% 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?

55% of holders stayed for 2+ years: 132 out of 239 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.

Is it too late to buy Invesco Exch Traded Fd Tr II (PXF) following the 2026 Q1 hedge fund 13F filings?

As of today, PXF has moved +2.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.4%. Since the quarter end (March 31, 2026), PXF has gained +10.4% vs +13.9% 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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