Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (PCEF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — PCEF

Based on 121 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PCEF 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
121 hedge funds hold PCEF 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 PCEF is almost the same as a year ago (-4 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 54% buying

61 buying51 selling
Last quarter: 61 funds bought or added vs 51 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.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 8 → 13 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
75 out of 121 hedge funds have held PCEF 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

12 → 17 → 8 → 13 → 18 new funds/Q
New funds entering each quarter: 17 → 8 → 13 → 18. A growing number of institutions are discovering PCEF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 18% newcomers

■ 69% veterans ■ 13% 1-2yr ■ 18% new
Entry-cohort mix of 121 holders: 83 (69%) are 2+ year veterans, 16 entered 1–2 years ago, and 22 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
15 of 121 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in PCEF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — PCEF

In 2026 Q1, 61 hedge funds were net buyers of PCEF (18 opened a new position, 43 added to an existing one), while 51 reduced or exited (34 trimmed, 17 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 63% of total institutional value in PCEF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 121.

Hedge Fund Ownership: PCEF

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

Market Analysis: PCEF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PCEF

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: PCEF
2026 Q2 Stats Unlock in 1 days 121 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 121 119 1.68%
13F Shares 19M 19M 1.79%
Total Value $360M $379M -4.93%
New Positions 18 13 +5
Increased Positions 43 36 +7
Closed Positions 16 16 -
Reduced Positions 34 45 -11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PCEF

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Institutional Holders (2026 Q2)

121 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PCEF. 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.
Top 25 PCEF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sykon Capital LLC 2.30% 367,770 $7.5M
2 Intrua Financial, LLC 1.24% 666,589 $13.5M
3 BTS Asset Management, Inc. 0.93% 21,659 $440K
4 Larson Financial Group LLC 0.78% 1,461,727 $29.7M
5 Panoramic Investment Advisors, LLC 0.59% 60,418 $1.2M
6 Dumont & Blake Investment Advisors LLC 0.54% 119,249 $2.4M
7 Future Financial Wealth Managment LLC 0.52% 42,137 $839K
8 Argyle Capital Partners, LLC 0.41% 32,244 $655K
9 Qp Wealth Management, LLC 0.38% 13,276 $270K
10 Adell Harriman & Carpenter Inc 0.20% 196,499 $4.0M
11 Endowment Wealth Management, Inc. 0.20% 25,516 $518K
12 Boxwood Ventures, Inc. 0.20% 16,103 $327K
13 Marino, Stram & Associates LLC 0.16% 49,220 $1000K
14 Reicon Wealth Advisors, LLC 0.13% 10,623 $216K
15 Buska Wealth Management, LLC 0.13% 17,808 $362K
16 ODonnell Financial Services, LLC 0.12% 20,399 $414K
17 Compass Financial Services Inc 0.10% 12,924 $262K
18 Goldstone Financial Group, LLC 0.10% 51,486 $1.0M
19 Heartwood Wealth Advisors LLC 0.08% 48,846 $992K
20 Quartz Partners, LLC 0.08% 11,509 $234K
21 Southland Equity Partners LLC 0.07% 18,669 $379K
22 Beck Bode, LLC 0.06% 18,228 $370K
23 Cornerstone Wealth Management, LLC 0.06% 63,586 $1.3M
24 Global View Capital Management LLC 0.04% 10,690 $217K
25 NWF Advisory Services Inc. 0.04% 19,305 $392K
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 (PCEF)

What does the Smart Money Trend signal show for PCEF?

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

Slight buying edge — 54% buying: Last quarter: 61 funds bought or added vs 51 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 PCEF holders?

Elite ownership — 63% AUM from top-100 funds: 15 of 121 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in PCEF. 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 PCEF?

62% of holders stayed for 2+ years: 75 out of 121 hedge funds have held PCEF 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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