Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (SPGP)

301 + 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
↑ +7
Streak
1Q ▲
Buyers last Q
40%

Smart Money Signals — SPGP

Based on 304 hedge funds · latest filing: 2026 Q2 · 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
304 funds currently hold this stock — 92% of the 3.0-year high of 330 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

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 (-9 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 40% buying

103 buying157 selling
Last quarter: 157 funds reduced or exited vs 103 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 (+7 vs last Q)

new funds entering per quarter
Funds opening a new SPGP position: 25 → 47 → 21 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 25% medium ■ 13% new
189 out of 304 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.
📊

Peak discovery — momentum slowing

31 → 25 → 47 → 21 → 28 new funds/Q
New funds entering each quarter: 25 → 47 → 21 → 28. SPGP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 60% veterans vs 18% newcomers

■ 60% veterans ■ 23% 1-2yr ■ 18% new
Entry-cohort mix of 304 holders: 181 (60%) are 2+ year veterans, 69 entered 1–2 years ago, and 54 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
26 of 303 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q2, 103 hedge funds were net buyers of SPGP (28 opened a new position, 75 added to an existing one), while 157 reduced or exited (136 trimmed, 21 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. 52% of total institutional value in SPGP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 304.

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 Q3 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 September 30, 2026 · 46d ago
SPGP
+6.8%
SPY
-1.1%

SPGP outperformed SPY by +7.9% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 1d ago
SPGP
+0.0%
SPY
+0.0%

Since the filing became public, SPGP outperformed SPY by +0.0% .

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.

6 top-rated funds 6 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: SPGP
2026 Q3 Stats Unlock in 4 days 301 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 301 297 1.35%
13F Shares 11M 12M -9.22%
Total Value $1.26B $1.22B 2.99%
New Positions 28 21 +7
Increased Positions 74 85 -11
Closed Positions 23 46 -23
Reduced Positions 134 127 +7
Total Calls 1 2 -50.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SPGP

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q3)

301 + 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:
2026 Q3 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.
Top 25 SPGP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Campbell Deegan Wealth Management, LLC 16.16% 198,308 $23.6M
2 Willow Financial LLC 9.47% 83,916 $10.0M
3 Longview Financial Advisors, Inc. 7.80% 114,634 $13.6M
4 Darrow Company, Inc. 5.49% 115,725 $13.8M
5 Win Advisors, Inc 5.30% 116,920 $13.9M
6 Howard Financial Services, LTD. 4.16% 334,458 $39.7M
7 Grange Capital, LLC 3.48% 31,331 $3.7M
8 Cedar Wealth Management, LLC 2.93% 100,836 $12.0M
9 Norris Financial Group, LLC 2.92% 25,823 $2.4M
10 WESCAP Management Group, Inc. 2.43% 108,650 $12.9M
11 Johnson & White Wealth Management, LLC 2.19% 50,759 $6.0M
12 Finward Bancorp 1.70% 19,434 $2.3M
13 Elevation Capital Advisory, LLC 1.64% 35,122 $4.2M
14 Tme Financial, INC. 1.33% 18,190 $2.2M
15 First United Bank & Trust 1.23% 35,932 $4.3M
16 Baron Financial Group, LLC 1.00% 17,213 $2.0M
17 Beacon Financial Planning, Inc 0.92% 22,845 $2.7M
18 WealthTrak Capital Management LLC 0.85% 11,274 $1.3M
19 Ring Mountain Capital, LLC 0.80% 16,549 $2.0M
20 Pine Harbor Wealth Management, LLC 0.72% 22,519 $2.7M
21 Financial Alternatives, Inc 0.69% 12,301 $1.5M
22 Schrum Private Wealth Management LLC 0.61% 6,241 $742K
23 Marble Wealth, LLC 0.58% 32,944 $3.9M
24 Genesis Private Wealth, LLC 0.56% 16,779 $2.0M
25 Centerpoint Advisory Group 0.54% 7,338 $872K
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

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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 — 40% buying: Last quarter: 157 funds reduced or exited vs 103 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 — 52% AUM from top-100 funds: 26 of 303 holders are among the 100 largest funds by AUM, controlling 52% 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?

62% of holders stayed for 2+ years: 189 out of 304 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 Q3 hedge fund 13F filings?

As of today, SPGP has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), SPGP has gained +6.8% vs -1.1% 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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