Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PEY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
2Q ▼
Buyers last Q
40%

Smart Money Signals — PEY

Based on 175 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their PEY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
175 funds currently hold this stock — 89% of the 3.0-year high of 196 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
16 fewer hedge funds hold PEY compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 40% buying

61 buying91 selling
Last quarter: 91 funds reduced or exited vs 61 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new PEY position: 17 → 17 → 13 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 20% medium ■ 14% new
116 out of 175 hedge funds have held PEY 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.
➡️

Steady discovery — ~19 new funds/quarter

19 → 17 → 17 → 13 → 19 new funds/Q
New funds entering each quarter: 17 → 17 → 13 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 19% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 19% new
Entry-cohort mix of 177 holders: 121 (68%) are 2+ year veterans, 22 entered 1–2 years ago, and 34 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
19 of 174 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in PEY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — PEY

In 2026 Q1, 61 hedge funds were net buyers of PEY (19 opened a new position, 42 added to an existing one), while 91 reduced or exited (67 trimmed, 24 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 64% of total institutional value in PEY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 175.

Hedge Fund Ownership: PEY

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

Market Analysis: PEY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PEY

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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.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: PEY
2026 Q2 Stats Unlock in 3 days 174 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 174 179 -2.79%
13F Shares 17M 19M -10.51%
Total Value $362M $414M -12.59%
New Positions 18 13 +5
Increased Positions 43 59 -16
Closed Positions 23 29 -6
Reduced Positions 65 62 +3
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: PEY

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Institutional Holders (2026 Q2)

174 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PEY. 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 PEY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Good Steward Wealth Advisors,LLC 3.05% 217,982 $5.1M
2 Investors Research Corp 1.62% 389,733 $9.0M
3 Cresta Advisors, Ltd. 1.00% 120,233 $2.8M
4 Founders Grove Wealth Partners, LLC 0.74% 158,932 $3.7M
5 Axis Wealth Partners, LLC 0.66% 59,533 $1.4M
6 Brick & Kyle, Associates 0.56% 78,971 $1.7M
7 Aspire Capital Advisors LLC 0.42% 93,653 $2.2M
8 Salomon & Ludwin, LLC 0.39% 203,973 $4.8M
9 New Insight Wealth Advisors 0.32% 46,622 $1.1M
10 Aft, Forsyth & Company, INC. 0.31% 27,659 $641K
11 Barrett & Company, INC. 0.25% 38,987 $904K
12 BKM Wealth Management, LLC 0.25% 30,660 $711K
13 Wealth Alliance, LLC 0.17% 86,323 $2.0M
14 City State Bank 0.16% 30,352 $704K
15 David J Yvars Group 0.13% 11,800 $276K
16 Tred Avon Family Wealth, LLC 0.13% 17,849 $414K
17 LGT Financial Advisors LLC 0.12% 1,000 $23K
18 GHP Investment Advisors, Inc. 0.12% 138,485 $3.2M
19 Creekside Partners 0.10% 12,443 $288K
20 Revisor Wealth Management LLC 0.09% 15,960 $370K
21 MeadowBrook Investment Advisors LLC 0.08% 4,400 $102K
22 Sovereign Financial Group, Inc. 0.08% 21,618 $501K
23 AlphaCore Capital LLC 0.07% 167,763 $3.9M
24 NWF Advisory Services Inc. 0.07% 32,036 $743K
25 Mindset Wealth Management, LLC 0.06% 14,043 $326K
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 Exchange Traded Fd T (PEY)

What does the Smart Money Trend signal show for PEY?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their PEY 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 PEY?

More sellers than buyers — 40% buying: Last quarter: 91 funds reduced or exited vs 61 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 PEY holders?

Elite ownership — 64% AUM from top-100 funds: 19 of 174 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in PEY. 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 PEY?

66% of holders stayed for 2+ years: 116 out of 175 hedge funds have held PEY 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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