PDBC Hedge Fund Ownership (Q2 2026)

Invesco Actvely Mngd Etc Fd (PDBC)

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

Smart Money Signals — PDBC

Based on 444 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

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

🏔️

At the ownership peak (99% of max)

99% of all-time peak

444 hedge funds hold PDBC 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.

📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q

+59 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.

🟠

More sellers than buyers — 49% buying

219 buying232 selling

Last quarter: 232 funds reduced or exited vs 219 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.

⚠️

Fewer new buyers each quarter (-23 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 41 → 76 → 104 → 81. 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.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 21% medium ■ 25% new

241 out of 444 hedge funds have held PDBC 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.

🚀

Acceleration phase — new buyers rushing in

57 → 41 → 76 → 104 → 81 new funds/Q

New funds entering each quarter: 41 → 76 → 104 → 81. 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.

🏛️

Veteran-anchored — 65% veterans vs 26% newcomers

■ 65% veterans ■ 9% 1-2yr ■ 26% new

Entry-cohort mix of 447 holders: 290 (65%) are 2+ year veterans, 42 entered 1–2 years ago, and 115 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds

28 of 442 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in PDBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	442	447	-1.12%
13F Shares	279M	305M	-8.56%
Total Value	$4.08B	$5.21B	-21.54%
New Positions	81	104	-23
Increased Positions	137	150	-13
Closed Positions	84	43	+41
Reduced Positions	147	121	+26
Total Calls	3	3	-
Total Puts	1	1	-
PUT/CALL Ratio	0.33	0.33	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

442

447

-1.12%

13F Shares

279M

305M

-8.56%

Total Value

$4.08B

$5.21B

-21.54%

New Positions

104

-23

Increased Positions

137

150

-13

Closed Positions

+41

Reduced Positions

147

121

+26

Total Calls

Total Puts

PUT/CALL Ratio

0.33

Bullish

Institutional Holders (2026 Q2)

442 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PDBC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	FSC Wealth Advisors, LLC	100.00%	32,326	$513K
2	Briaud Financial Planning Inc	6.98%	1,672,011	$26.6M
3	Kiker Wealth Management, LLC	5.73%	925,387	$14.7M
4	Aspect Partners, LLC	3.89%	656,455	$10.4M
5	Marion Wealth Management	3.47%	1,073,833	$17.1M
6	M Wealth Management, LLC	3.36%	269,421	$4.3M
7	Echo45 Advisors LLC	3.04%	370,858	$5.9M
8	SigFig Wealth Management, LLC	2.91%	6,921,377	$109.6M
9	Point Nemo Capital, LLC	2.66%	330,133	$5.2M
10	LCW Services, LLC	2.27%	328,560	$5.2M
11	Gladwyn Financial Advisors, Inc.	2.17%	218,434	$3.5M
12	Perissos Private Wealth Management, LLC	2.06%	192,247	$3.1M
13	Walser Wealth Management Company, A Ltd Liability Co	2.03%	307,757	$4.9M
14	Avalon Capital Management	1.89%	505,048	$8.0M
15	Theory Financial LLC	1.76%	352,441	$5.6M
16	Patton Fund Management, INC.	1.74%	507,468	$8.1M
17	Innova Wealth Partners	1.65%	254,014	$4.0M
18	Plan Group Financial, LLC	1.65%	504,041	$8.0M
19	Randall & Associates Wealth Management	1.40%	142,805	$2.3M
20	IronBridge Private Wealth, LLC	1.35%	259,022	$4.1M
21	Advisory Solutions Group, LLC	1.30%	241,347	$3.8M
22	Arlington Capital Management, Inc.	1.26%	127,581	$2.0M
23	Empower Advisory Group, LLC	1.24%	32,745,235	$520.0M
24	Nest Investments, LLC	1.17%	96,996	$1.5M
25	FSA Investment Group, LLC	0.96%	186,479	$3.0M

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 (PDBC)

What does the Smart Money Trend signal show for PDBC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PDBC 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 PDBC?

More sellers than buyers — 49% buying: Last quarter: 232 funds reduced or exited vs 219 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 PDBC holders?

Elite ownership — 61% AUM from top-100 funds: 28 of 442 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in PDBC. 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 PDBC?

54% of holders stayed for 2+ years: 241 out of 444 hedge funds have held PDBC 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Invesco Actvely Mngd Etc Fd (PDBC)

Smart Money Signals — PDBC

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

Steady growth — +15% more funds vs a year ago

More sellers than buyers — 49% buying

Fewer new buyers each quarter (-23 vs last Q)

54% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 65% veterans vs 26% newcomers

Elite ownership — 61% AUM from top-100 funds

Institutional Sentiment Summary — PDBC

Hedge Fund Ownership: PDBC

Market Analysis: PDBC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PDBC

Hedge Fund Positioning: PDBC

Statistics: PDBC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Actvely Mngd Etc Fd (PDBC)

Welcome to 13Foresight!