Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (PXH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — PXH

Based on 198 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 PXH 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
198 hedge funds hold PXH 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
+41 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.
🟢

More buyers than sellers — 65% buying

117 buying62 selling
Last quarter: 117 funds were net buyers (33 opened a brand new position + 84 added to an existing one). Only 62 were sellers (40 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 33 → 22 → 30 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 25% medium ■ 26% new
98 out of 198 hedge funds have held PXH 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

22 → 33 → 22 → 30 → 33 new funds/Q
New funds entering each quarter: 33 → 22 → 30 → 33. A growing number of institutions are discovering PXH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 13% 1-2yr ■ 32% new
Of 198 current holders: 108 (55%) 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.
🏆

Elite ownership — 75% AUM from top-100 funds

75% from top-100 AUM funds
20 of 198 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in PXH. 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.

Hedge Fund Ownership: PXH

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

Market Analysis: PXH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PXH

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: PXH
2026 Q1 Stats Unlock in 18 days 198 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 198 187 5.88%
13F Shares 56M 53M 5.76%
Total Value $1.45B $1.34B 8.37%
New Positions 33 30 +3
Increased Positions 84 70 +14
Closed Positions 22 16 +6
Reduced Positions 40 51 -11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PXH

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

198 + investors

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

Top 25 institutional holders of PXH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Axiom Financial Strategies, LLC 4.86% 512,912 $13.8M
2 Johnson & White Wealth Management, LLC 3.46% 303,907 $8.2M
3 Connecticut Capital Management Group, LLC 1.71% 67,179 $1.8M
4 CIDEL ASSET MANAGEMENT INC 0.91% 619,812 $16.7M
5 Sightline Wealth Advisors, LLC 0.62% 54,553 $1.5M
6 DRIVE WEALTH MANAGEMENT, LLC 0.47% 82,658 $2.2M
7 SARD WEALTH MANAGEMENT GROUP, LLC 0.36% 24,313 $654K
8 Trademark Financial Management, LLC 0.35% 26,376 $710K
9 TrueMark Investments, LLC 0.31% 58,576 $1.6M
10 Red Tortoise LLC 0.30% 27,150 $731K
11 Financial Management Professionals, Inc. 0.26% 87,534 $2.4M
12 Accel Wealth Management 0.25% 35,965 $968K
13 LMCG INVESTMENTS, LLC 0.24% 146,957 $4.0M
14 KWB Wealth 0.22% 87,961 $2.3M
15 Navigate Wealth Management, LLC 0.22% 11,081 $313K
16 FIRETHORN WEALTH PARTNERS, LLC 0.21% 21,307 $573K
17 FOSTER & MOTLEY INC 0.19% 137,551 $4K
18 FLAGSTAR ADVISORS INC 0.19% 18,992 $511K
19 Kathmere Capital Management, LLC 0.18% 110,371 $3.0M
20 Apeiron RIA LLC 0.18% 28,915 $778K
21 Prairiewood Capital, LLC 0.16% 20,705 $557K
22 Ascentis Independent Advisors 0.16% 76,281 $2.1M
23 Westmount Partners, LLC 0.13% 20,107 $541K
24 Goldstein Advisors, LLC 0.12% 40,767 $1.1M
25 Maridea Wealth Management LLC 0.10% 24,429 $657K
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 (PXH)

What does the Smart Money Trend signal show for PXH?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PXH 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 PXH?

More buyers than sellers — 65% buying: Last quarter: 117 funds were net buyers (33 opened a brand new position + 84 added to an existing one). Only 62 were sellers (40 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PXH holders?

Elite ownership — 75% AUM from top-100 funds: 20 of 198 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in PXH. 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 PXH?

49% of holders stayed for 2+ years: 98 out of 198 hedge funds have held PXH 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.