Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCHANGE TRADED FD T (SPGP)

300 + 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
↑ +21
Streak
1Q ▲
Buyers last Q
45%

Smart Money Signals — SPGP

Based on 299 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SPGP 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 (95% of max)

95% of all-time peak
299 hedge funds hold SPGP 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SPGP is almost the same as a year ago (-4 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

123 buying149 selling
Last quarter: 149 funds reduced or exited vs 123 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new SPGP position: 22 → 26 → 25 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 30% medium ■ 18% new
156 out of 299 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

34 → 22 → 26 → 25 → 45 new funds/Q
New funds entering each quarter: 22 → 26 → 25 → 45. A growing number of institutions are discovering SPGP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 23% 1-2yr ■ 25% new
Of 300 current holders: 155 (52%) 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 — 47% AUM from top-100 funds

47% from top-100 AUM funds
18 of 299 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.

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

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

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 4 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: SPGP
2026 Q1 Stats Unlock in 20 days 300 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 300 279 7.53%
13F Shares 12M 13M -8.22%
Total Value $1.36B $1.47B -7.45%
New Positions 45 25 +20
Increased Positions 78 73 +5
Closed Positions 24 33 -9
Reduced Positions 127 129 -2
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPGP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

300 + investors

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

Top 25 institutional holders of SPGP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grange Capital, LLC 10.67% 99,507 $10.7M
2 Longview Financial Advisors, Inc. 7.21% 109,700 $11.8M
3 Darrow Company, Inc. 5.51% 113,671 $12.2M
4 HOWARD FINANCIAL SERVICES, LTD. 4.13% 340,836 $36.7M
5 Alhambra Investment Management LLC 2.43% 48,976 $5.3M
6 Finward Bancorp 2.41% 27,994 $3.0M
7 Johnson & White Wealth Management, LLC 2.23% 48,937 $5.3M
8 FIRST UNITED BANK & TRUST 1.27% 36,292 $3.9M
9 BEACON FINANCIAL PLANNING, INC 1.10% 26,419 $2.8M
10 Baron Financial Group, LLC 1.08% 18,575 $2.0M
11 Pine Harbor Wealth Management, LLC 0.84% 26,158 $2.8M
12 GENESIS PRIVATE WEALTH, LLC 0.78% 23,089 $2.5M
13 Centerpoint Advisory Group 0.63% 7,758 $835K
14 FORONJY FINANCIAL LLC 0.58% 12,988 $1.4M
15 Index Technologies Group LLC 0.54% 4,581 $493K
16 Whalen Wealth Management Inc. 0.52% 8,969 $965K
17 RETIREMENT PLANNING GROUP, LLC / NY 0.51% 7,320 $788K
18 FLAGSHIP HARBOR ADVISORS, LLC 0.50% 104,888 $11.3M
19 1900 WEALTH MANAGEMENT LLC 0.48% 69,936 $7.5M
20 PERRYMAN FINANCIAL ADVISORY INC /AD 0.46% 28,735 $3.1M
21 Eagle Strategies LLC 0.46% 35,566 $3.8M
22 Planned Solutions, Inc. 0.45% 12,769 $1.4M
23 Latitude Advisors, LLC 0.45% 9,087 $978K
24 WEALTH MANAGEMENT RESOURCES, INC. 0.39% 10,367 $1.1M
25 Breakwater Capital Group 0.37% 25,755 $2.8M
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SPGP 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 SPGP?

More sellers than buyers — 45% buying: Last quarter: 149 funds reduced or exited vs 123 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SPGP holders?

Elite ownership — 47% AUM from top-100 funds: 18 of 299 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?

52% of holders stayed for 2+ years: 156 out of 299 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.

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.