Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Actvely Mngd Etc Fd (PDBA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
3Q ▲
Buyers last Q
75%

Smart Money Signals — PDBA

Based on 49 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PDBA 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 (100% of max)

100% of all-time peak
49 hedge funds hold PDBA 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 — +104% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+104% 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.
🟢

More buyers than sellers — 75% buying

40 buying13 selling
Last quarter: 40 funds were net buyers (28 opened a brand new position + 12 added to an existing one). Only 13 were sellers (7 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new PDBA position: 5 → 9 → 5 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 63% entered in last year

■ 14% conviction (2yr+) ■ 22% medium ■ 63% new
Only 7 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +363% but shares only +342% — price-driven

Value
+363%
Shares
+342%
Last quarter: the total dollar value of institutional holdings rose +363%, but actual share count only changed +342%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

11 → 5 → 9 → 5 → 28 new funds/Q
New funds entering each quarter: 5 → 9 → 5 → 28. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 71% of holders entered in last year

■ 12% veterans ■ 16% 1-2yr ■ 71% new
Of 49 current holders: 35 (71%) entered in the past year, only 6 (12%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
4 of 49 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.0
out of 10
Moderate Exit Risk
Exit risk score 6.0/10 — 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 — PDBA

In 2026 Q1, 40 hedge funds were net buyers of PDBA (28 opened a new position, 12 added to an existing one), while 13 reduced or exited (7 trimmed, 6 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 49.

Hedge Fund Ownership: PDBA

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

Market Analysis: PDBA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PDBA

-- --

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

Is It Too Late to Buy Invesco Actvely Mngd Etc Fd (PDBA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PDBA has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 45d ago
PDBA
+3.6%
SPY
+3.4%

PDBA outperformed SPY by +0.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
PDBA
+0.0%
SPY
+0.0%

Since the filing became public, PDBA 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.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: PDBA
2026 Q2 Stats Unlock in 5 days 49 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 49 27 81.48%
13F Shares 3M 753K 342.19%
Total Value $118M $25M 362.99%
New Positions 28 5 +23
Increased Positions 12 10 +2
Closed Positions 6 2 +4
Reduced Positions 7 9 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PDBA

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Diluted EPS (ttm) --
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Institutional Holders (2026 Q2)

49 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PDBA. 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 PDBA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Briaud Financial Planning Inc 5.83% 621,833 $22.1M
2 Guild Investment Management, Inc. 3.28% 135,010 $4.8M
3 Private Wealth Advisors, LLC 1.77% 194,226 $6.9M
4 IronBridge Private Wealth, LLC 1.42% 121,101 $4.3M
5 Capital Wealth Alliance, LLC 1.35% 81,682 $2.9M
6 Miller Global Investments, LLC 1.20% 40,695 $1.4M
7 Trek Financial, LLC 0.79% 446,915 $15.9M
8 3EDGE Asset Management, LP 0.77% 487,328 $17.4M
9 Plan Group Financial, LLC 0.65% 88,002 $3.1M
10 Hegarty Advisors, LLC 0.64% 26,019 $927K
11 VestGen Investment Management 0.37% 19,600 $698K
12 WT Wealth Management 0.36% 36,234 $1.3M
13 Flagship Harbor Advisors, LLC 0.28% 204,242 $7.3M
14 Sharp Wealth Advisory, LLC 0.18% 11,050 $394K
15 Eastern Bank 0.17% 315,532 $11.2M
16 Columbus Macro, LLC 0.16% 45,050 $1.6M
17 Castleview Partners, LLC 0.14% 8,730 $311K
18 Sowell Financial Services LLC 0.10% 84,015 $3.0M
19 Fiduciary Alliance LLC 0.09% 35,470 $1.3M
20 Clark Capital Management Group, Inc. 0.06% 315,473 $11.2M
21 Leavell Investment Management, INC. 0.05% 36,154 $1.3M
22 Farther Finance Advisors, LLC 0.04% 136,947 $4.9M
23 Financial Network Wealth Advisors LLC 0.02% 676 $24K
24 Compound Planning, Inc. 0.02% 23,653 $843K
25 VestGen Advisors, LLC 0.02% 19,600 $698K
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 Actvely Mngd Etc Fd (PDBA)

What does the Smart Money Trend signal show for PDBA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PDBA 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 PDBA?

More buyers than sellers — 75% buying: Last quarter: 40 funds were net buyers (28 opened a brand new position + 12 added to an existing one). Only 13 were sellers (7 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PDBA holders?

Smaller funds dominant — 16% AUM from top-100: 4 of 49 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PDBA?

Mostly new holders — 63% entered in last year: Only 7 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Invesco Actvely Mngd Etc Fd (PDBA) following the 2026 Q2 hedge fund 13F filings?

As of today, PDBA has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), PDBA has gained +3.6% vs +3.4% 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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