PXH Hedge Fund Ownership (Q1 2026)

Invesco Exch Traded Fd Tr II (PXH)

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

Smart Money Signals — PXH

Based on 221 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 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

221 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 — +22% more funds vs a year ago

fund count last 6Q

+40 new funds entered over the past year (+22% 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 — 64% buying

119 buying66 selling

Last quarter: 119 funds were net buyers (31 opened a brand new position + 88 added to an existing one). Only 66 were sellers (50 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~31 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 26 → 33 → 34 → 31. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 23% medium ■ 31% new

103 out of 221 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

34 → 26 → 33 → 34 → 31 new funds/Q

New funds entering each quarter: 26 → 33 → 34 → 31. A growing number of institutions are discovering PXH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 49% veterans vs 38% newcomers

■ 49% veterans ■ 14% 1-2yr ■ 38% new

Entry-cohort mix of 221 holders: 108 (49%) are 2+ year veterans, 30 entered 1–2 years ago, and 83 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 76% AUM from top-100 funds

76% from top-100 AUM funds

23 of 221 holders are among the 100 largest funds by AUM, controlling 76% 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.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	220	205	7.32%
13F Shares	57M	56M	2.53%
Total Value	$1.54B	$1.46B	5.42%
New Positions	31	34	-3
Increased Positions	88	85	+3
Closed Positions	16	25	-9
Reduced Positions	49	41	+8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

220

205

7.32%

13F Shares

57M

56M

2.53%

Total Value

$1.54B

$1.46B

5.42%

New Positions

-3

Increased Positions

Closed Positions

-9

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

220 + 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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PXH holders by conviction (% of portfolio weight) — 2026 Q1 · 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	Atlas Legacy Advisors, LLC	1.10%	268,027	$7.5M
9	Cidel Asset Management Inc	0.88%	658,764	$18.4M
10	TopTier Wealth Management, LLC	0.76%	45,148	$1.3M
11	Sightline Wealth Advisors, LLC	0.63%	61,577	$1.7M
12	Drive Wealth Management, LLC	0.41%	81,575	$2.3M
13	Sard Wealth Management Group, LLC	0.32%	23,742	$662K
14	Redwood Financial Network Corp	0.31%	20,032	$558K
15	Pacific Financial Group Inc	0.31%	22,897	$638K
16	Rollins Financial Advisors, LLC	0.24%	66,246	$1.8M
17	Lmcg Investments, LLC	0.22%	149,270	$4.2M
18	TrueMark Investments, LLC	0.22%	62,713	$1.7M
19	Net Worth Advisory Group	0.22%	31,004	$864K
20	Accel Wealth Management	0.21%	32,812	$915K
21	KWB Wealth	0.20%	85,697	$2.4M
22	Navigate Wealth Management, LLC	0.19%	10,974	$308K
23	Rothschild Investment LLC	0.18%	173,244	$4.8M
24	Flagstar Securities, Inc	0.18%	21,157	$590K
25	Kathmere Capital Management, LLC	0.16%	108,673	$3.0M

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 — 3 quarters in a row: For 3 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 — 64% buying: Last quarter: 119 funds were net buyers (31 opened a brand new position + 88 added to an existing one). Only 66 were sellers (50 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PXH holders?

Elite ownership — 76% AUM from top-100 funds: 23 of 221 holders are among the 100 largest funds by AUM, controlling 76% 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?

47% of holders stayed for 2+ years: 103 out of 221 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.

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Invesco Exch Traded Fd Tr II (PXH)

Smart Money Signals — PXH

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +22% more funds vs a year ago

More buyers than sellers — 64% buying

Steady new buyers — ~31 new funds per quarter

47% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 49% veterans vs 38% newcomers

Elite ownership — 76% AUM from top-100 funds

Institutional Sentiment Summary — PXH

Hedge Fund Ownership: PXH

Market Analysis: PXH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PXH

Hedge Fund Positioning: PXH

Statistics: PXH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Exch Traded Fd Tr II (PXH)

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