Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (PXH)

232 + 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
↑ +12
Streak
4Q ▲
Buyers last Q
62%

Smart Money Signals — PXH

Based on 233 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
233 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 — +29% more funds vs a year ago

fund count last 6Q
+52 new funds entered over the past year (+29% 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 — 62% buying

125 buying77 selling
Last quarter: 125 funds were net buyers (38 opened a brand new position + 87 added to an existing one). Only 77 were sellers (51 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new PXH position: 33 → 34 → 31 → 38. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 27% medium ■ 24% new
112 out of 233 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.
➡️

Steady discovery — ~38 new funds/quarter

26 → 33 → 34 → 31 → 38 new funds/Q
New funds entering each quarter: 33 → 34 → 31 → 38. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 34% newcomers

■ 54% veterans ■ 12% 1-2yr ■ 34% new
Entry-cohort mix of 233 holders: 125 (54%) are 2+ year veterans, 28 entered 1–2 years ago, and 80 (34%) 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
27 of 233 holders are among the 100 largest funds by AUM, controlling 78% 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.

Institutional Sentiment Summary — PXH

In 2026 Q2, 125 hedge funds were net buyers of PXH (38 opened a new position, 87 added to an existing one), while 77 reduced or exited (51 trimmed, 26 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 78% of total institutional value in PXH 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: 233.

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

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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.

7 top-rated funds 2 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: PXH
2026 Q3 Stats Unlock in 46 days 232 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 232 221 4.98%
13F Shares 56M 57M -2.7%
Total Value $1.55B $1.54B 1.02%
New Positions 37 31 +6
Increased Positions 87 88 -1
Closed Positions 26 16 +10
Reduced Positions 51 50 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PXH

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Institutional Holders (2026 Q2)

232 + investors

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

QUARTER:
Top 25 PXH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Virtus Family Office LLC 6.15% 279,203 $7.8M
2 Professional Financial Management, Inc. 4.56% 161,390 $4.5M
3 Axiom Financial Strategies, LLC 4.44% 507,955 $14.2M
4 Johnson & White Wealth Management, LLC 3.21% 307,636 $8.6M
5 Connecticut Capital Management Group, LLC 1.63% 72,585 $2.0M
6 Trademark Financial Management, LLC 1.29% 113,392 $3.2M
7 Aries Wealth Management 1.18% 215,564 $6.0M
8 Layline Advisors, LLC 1.16% 46,558 $1.3M
9 Atlas Legacy Advisors, LLC 1.10% 268,027 $7.5M
10 Cidel Asset Management Inc 0.88% 658,764 $18.4M
11 TopTier Wealth Management, LLC 0.76% 45,148 $1.3M
12 Sightline Wealth Advisors, LLC 0.63% 61,577 $1.7M
13 Drive Wealth Management, LLC 0.41% 81,575 $2.3M
14 Kinetic Wealth Investment Advisors LLC 0.40% 30,246 $843K
15 Sard Wealth Management Group, LLC 0.32% 23,742 $662K
16 Redwood Financial Network Corp 0.31% 20,032 $558K
17 Pacific Financial Group Inc 0.31% 22,897 $638K
18 Old Mission Capital LLC 0.29% 647,334 $18.0M
19 Rollins Financial Advisors, LLC 0.24% 66,246 $1.8M
20 Lmcg Investments, LLC 0.22% 149,270 $4.2M
21 TrueMark Investments, LLC 0.22% 62,713 $1.7M
22 Net Worth Advisory Group 0.22% 31,004 $864K
23 Accel Wealth Management 0.21% 32,812 $915K
24 KWB Wealth 0.20% 85,697 $2.4M
25 Navigate Wealth Management, LLC 0.19% 10,974 $308K
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 — 4 quarters in a row: For 4 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 — 62% buying: Last quarter: 125 funds were net buyers (38 opened a brand new position + 87 added to an existing one). Only 77 were sellers (51 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PXH holders?

Elite ownership — 78% AUM from top-100 funds: 27 of 233 holders are among the 100 largest funds by AUM, controlling 78% 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?

48% of holders stayed for 2+ years: 112 out of 233 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.

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