PDBC Hedge Fund Ownership (Q1 2026)

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

As of today, PDBC 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), PDBC gained +12.8% vs +4.0% 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.

Invesco Actvely Mngd Etc Fd (PDBC)

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

Smart Money Signals — PDBC

Based on 447 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added PDBC 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

447 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

+58 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 buyers than sellers — 61% buying

254 buying165 selling

Last quarter: 254 funds were net buyers (104 opened a brand new position + 150 added to an existing one). Only 165 were sellers (122 trimmed + 43 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter

Funds opening a new PDBC position: 57 → 41 → 76 → 104. 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+) ■ 22% medium ■ 26% new

232 out of 447 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.

💰

Value +36% but shares only +6% — price-driven

Value

+36%

+6%

Last quarter: the total dollar value of institutional holdings rose +36%, but actual share count only changed +6%. 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

64 → 57 → 41 → 76 → 104 new funds/Q

New funds entering each quarter: 57 → 41 → 76 → 104. 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 — 61% veterans vs 28% newcomers

■ 61% veterans ■ 11% 1-2yr ■ 28% new

Entry-cohort mix of 450 holders: 276 (61%) are 2+ year veterans, 48 entered 1–2 years ago, and 126 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds

26 of 445 holders are among the 100 largest funds by AUM, controlling 65% 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.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	439	385	14.03%
13F Shares	305M	287M	6.05%
Total Value	$5.20B	$3.81B	36.47%
New Positions	98	76	+22
Increased Positions	149	149	-
Closed Positions	44	52	-8
Reduced Positions	121	109	+12
Total Calls	3	1	200.0%
Total Puts	1	0	100%
PUT/CALL Ratio	0.33	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

439

385

14.03%

13F Shares

305M

287M

6.05%

Total Value

$5.20B

$3.81B

36.47%

New Positions

+22

Increased Positions

149

Closed Positions

-8

Reduced Positions

121

109

+12

Total Calls

200.0%

Total Puts

100%

PUT/CALL Ratio

0.33

0.0

Bullish

Institutional Holders (2026 Q2)

439 + 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:

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.

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

Top 25 PDBC holders by conviction (% of portfolio weight) — 2026 Q1 · 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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PDBC 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 PDBC?

More buyers than sellers — 61% buying: Last quarter: 254 funds were net buyers (104 opened a brand new position + 150 added to an existing one). Only 165 were sellers (122 trimmed + 43 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PDBC holders?

Elite ownership — 65% AUM from top-100 funds: 26 of 445 holders are among the 100 largest funds by AUM, controlling 65% 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?

52% of holders stayed for 2+ years: 232 out of 447 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.

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

As of today, PDBC 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), PDBC has gained +12.8% vs +4.0% 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.

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Invesco Actvely Mngd Etc Fd (PDBC)

Smart Money Signals — PDBC

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

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

More buyers than sellers — 61% buying

More new buyers each quarter (+28 vs last Q)

52% of holders stayed for 2+ years

Value +36% but shares only +6% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 61% veterans vs 28% newcomers

Elite ownership — 65% 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

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

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)

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