Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PXI)

43 + Investors. Track Smart Money conviction in PXI. 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
→ 0
Streak
1Q —
Buyers last Q
51%

Smart Money Signals — PXI

Based on 44 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
44 hedge funds hold PXI 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 — +38% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+38% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 51% buying

21 buying20 selling
Last quarter: 21 funds bought or added vs 20 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 (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 2 → 5 → 14 → 7. 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.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 14% medium ■ 18% new
30 out of 44 hedge funds have held PXI 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 — ~7 new funds/quarter

4 → 2 → 5 → 14 → 7 new funds/Q
New funds entering each quarter: 2 → 5 → 14 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

■ 70% veterans ■ 9% 1-2yr ■ 20% new
Entry-cohort mix of 44 holders: 31 (70%) are 2+ year veterans, 4 entered 1–2 years ago, and 9 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
13 of 44 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — PXI

In 2026 Q2, 21 hedge funds were net buyers of PXI (7 opened a new position, 14 added to an existing one), while 20 reduced or exited (13 trimmed, 7 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 35% of total institutional value in PXI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 44.

Hedge Fund Ownership: PXI

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

Market Analysis: PXI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PXI

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: PXI
43 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 43 44 -2.27%
13F Shares 734K 717K 2.28%
Total Value $33M $35M -6.32%
New Positions 7 14 -7
Increased Positions 14 9 +5
Closed Positions 8 5 +3
Reduced Positions 13 10 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PXI

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Institutional Holders (2026 Q2)

43 + investors

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

QUARTER:
Top 25 PXI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Transamerica Financial Advisors, LLC 1.09% 233,439 $12.9M
2 Trueblood Wealth Management, LLC 0.21% 10,796 $594K
3 Leelyn Smith, LLC 0.05% 7,644 $421K
4 Keating Financial Advisory Services, Inc. 0.03% 4,240 $233K
5 AlphaCore Capital LLC 0.02% 18,963 $1.0M
6 Cherry Tree Wealth Management, LLC 0.01% 1,300 $72K
7 Financial Network Wealth Advisors LLC 0.01% 209 $12K
8 Advantage Trust Co 0.01% 600 $33K
9 Tower Research Capital LLC (TRC) 0.01% 7,761 $427K
10 IHT Wealth Management, LLC 0.01% 8,722 $480K
11 Kingsview Wealth Management, LLC 0.01% 14,295 $787K
12 Advisory Services Network, LLC 0.01% 11,927 $657K
13 Global Retirement Partners, LLC 0.00% 2,513 $138K
14 Capital Investment Advisory Services, LLC 0.00% 530 $29K
15 Osaic Holdings, INC. 0.00% 26,225 $1.4M
16 IFP Advisors, Inc 0.00% 1,204 $66K
17 Two Sigma Investments, LP 0.00% 25,000 $1.4M
18 Cetera Investment Advisers 0.00% 14,665 $807K
19 Geneos Wealth Management Inc. 0.00% 500 $28K
20 Farther Finance Advisors, LLC 0.00% 1,300 $72K
21 LPL Financial LLC 0.00% 40,474 $2.2M
22 Horizon Bancorp Inc /In/ 0.00% 14 $1K
23 Raymond James Financial Inc 0.00% 17,580 $968K
24 Truist Financial Corp 0.00% 3,969 $219K
25 Steward Partners Investment Advisory, LLC 0.00% 780 $43K
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 Exchange Traded Fd T (PXI)

What does the Smart Money Trend signal show for PXI?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for PXI?

Slight buying edge — 51% buying: Last quarter: 21 funds bought or added vs 20 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 PXI holders?

Strong quality — 35% AUM from major funds: 13 of 44 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PXI?

68% of holders stayed for 2+ years: 30 out of 44 hedge funds have held PXI 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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