Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (SPGP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -23
Streak
1Q ▼
Buyers last Q
38%

Smart Money Signals — SPGP

Based on 297 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SPGP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
297 funds currently hold this stock — 91% of the 3.0-year high of 328 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
12 fewer hedge funds hold SPGP compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 38% buying

106 buying172 selling
Last quarter: 172 funds sold vs only 106 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-26 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 30 → 25 → 47 → 21. 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.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 28% medium ■ 13% new
175 out of 297 hedge funds have held SPGP 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

23 → 30 → 25 → 47 → 21 new funds/Q
New funds entering each quarter: 30 → 25 → 47 → 21. A growing number of institutions are discovering SPGP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 18% newcomers

■ 57% veterans ■ 24% 1-2yr ■ 18% new
Entry-cohort mix of 298 holders: 170 (57%) are 2+ year veterans, 73 entered 1–2 years ago, and 55 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
22 of 296 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SPGP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — SPGP

In 2026 Q1, 106 hedge funds were net buyers of SPGP (21 opened a new position, 85 added to an existing one), while 172 reduced or exited (128 trimmed, 44 sold completely) — a 38% buyer ratio, indicating net institutional distribution. 47% of total institutional value in SPGP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -23 funds (more exits than new entries). Total institutional holders: 297.

Hedge Fund Ownership: SPGP

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

Market Analysis: SPGP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SPGP

-- --

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

Is It Too Late to Buy Invesco Exchange Traded Fd T (SPGP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SPGP 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 · 83d ago
SPGP
+11.9%
SPY
+15.1%

SPGP outperformed SPY by -3.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
SPGP
+3.8%
SPY
+1.3%

Since the filing became public, SPGP outperformed SPY by +2.5% .

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.

12 top-rated funds 5 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: SPGP
295 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 295 320 -7.81%
13F Shares 12M 13M -10.99%
Total Value $1.22B $1.48B -17.51%
New Positions 20 47 -27
Increased Positions 85 83 +2
Closed Positions 45 26 +19
Reduced Positions 126 135 -9
Total Calls 2 2 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPGP

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Institutional Holders (2026 Q1)

295 + investors

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

QUARTER:
Top 25 SPGP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Campbell Deegan Wealth Management, LLC 16.67% 193,546 $20.8M
2 Grange Capital, LLC 10.67% 99,507 $10.7M
3 Longview Financial Advisors, Inc. 7.21% 109,700 $11.8M
4 Darrow Company, Inc. 5.51% 113,671 $12.2M
5 Howard Financial Services, LTD. 4.13% 340,836 $36.7M
6 Cedar Wealth Management, LLC 3.85% 122,786 $13.2M
7 WESCAP Management Group, Inc. 2.55% 120,202 $12.9M
8 Alhambra Investment Management LLC 2.43% 48,976 $5.3M
9 Finward Bancorp 2.41% 27,994 $3.0M
10 Johnson & White Wealth Management, LLC 2.23% 48,937 $5.3M
11 Elevation Capital Advisory, LLC 2.00% 43,664 $4.7M
12 D'Orazio & Associates, Inc. 1.58% 113,320 $12.2M
13 Tme Financial, INC. 1.50% 20,180 $2.2M
14 Coastal Bridge Advisors, LLC 1.28% 167,939 $18.1M
15 First United Bank & Trust 1.27% 36,292 $3.9M
16 Silicon Valley Capital Partners 1.14% 108,457 $11.7M
17 White Knight Strategic Wealth Advisors, LLC 1.13% 12,409 $1.3M
18 Beacon Financial Planning, Inc 1.10% 26,419 $2.8M
19 Baron Financial Group, LLC 1.08% 18,575 $2.0M
20 WealthTrak Capital Management LLC 0.88% 11,392 $1.2M
21 Pine Harbor Wealth Management, LLC 0.84% 26,158 $2.8M
22 Genesis Private Wealth, LLC 0.78% 23,089 $2.5M
23 Financial Alternatives, Inc 0.71% 12,301 $1.3M
24 Marble Wealth, LLC 0.65% 34,469 $3.7M
25 Centerpoint Advisory Group 0.63% 7,758 $835K
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 (SPGP)

What does the Smart Money Trend signal show for SPGP?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SPGP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SPGP?

Heavy selling pressure — only 38% buying: Last quarter: 172 funds sold vs only 106 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for SPGP holders?

Elite ownership — 47% AUM from top-100 funds: 22 of 296 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in SPGP. 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 SPGP?

59% of holders stayed for 2+ years: 175 out of 297 hedge funds have held SPGP 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 Exchange Traded Fd T (SPGP) following the 2026 Q1 hedge fund 13F filings?

As of today, SPGP has moved +3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +2.5%. Since the quarter end (March 31, 2026), SPGP has gained +11.9% vs +15.1% 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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