Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PFI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
30%

Smart Money Signals — PFI

Based on 32 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PFI 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 — 84% of 3.0Y peak

84% of all-time peak
32 funds currently hold this stock — 84% of the 3.0-year high of 38 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 30% buying

9 buying21 selling
Last quarter: 21 funds sold vs only 9 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 3 → 6 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 19% medium ■ 12% new
22 out of 32 hedge funds have held PFI 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 — ~3 new funds/quarter

4 → 4 → 3 → 6 → 3 new funds/Q
New funds entering each quarter: 4 → 3 → 6 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 16% newcomers

■ 72% veterans ■ 12% 1-2yr ■ 16% new
Entry-cohort mix of 32 holders: 23 (72%) are 2+ year veterans, 4 entered 1–2 years ago, and 5 (16%) 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
11 of 32 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in PFI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — PFI

In 2026 Q1, 9 hedge funds were net buyers of PFI (3 opened a new position, 6 added to an existing one), while 21 reduced or exited (13 trimmed, 8 sold completely) — a 30% buyer ratio, indicating net institutional distribution. 61% of total institutional value in PFI 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: 32.

Hedge Fund Ownership: PFI

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

Market Analysis: PFI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFI

-- --

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

Is It Too Late to Buy Invesco Exchange Traded Fd T (PFI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PFI 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 · 23d ago
PFI
+2.5%
SPY
-0.2%

PFI outperformed SPY by +2.7% since June 30, 2026.

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: PFI
2026 Q2 Stats Unlock in 27 days 31 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 31 37 -16.22%
13F Shares 305K 641K -52.38%
Total Value $16M $37M -57.18%
New Positions 3 6 -3
Increased Positions 6 10 -4
Closed Positions 9 3 +6
Reduced Positions 13 12 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PFI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

31 + investors

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

QUARTER:
Top 25 PFI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Genesee Capital Advisors, LLC 0.18% 8,134 $433K
2 Trueblood Wealth Management, LLC 0.16% 7,592 $404K
3 Sensible Money, LLC 0.10% 5,973 $318K
4 Bellevue Asset Management, LLC 0.04% 1,472 $78K
5 Laurel Wealth Advisors LLC 0.03% 4,367 $257K
6 Asset Dedication, LLC 0.02% 5,973 $318K
7 Transamerica Financial Advisors, LLC 0.02% 3,833 $204K
8 Farther Finance Advisors, LLC 0.01% 16,911 $905K
9 Providence Capital Advisors, LLC 0.00% 293 $16K
10 Geneos Wealth Management Inc. 0.00% 1,800 $96K
11 Sound Income Strategies, LLC 0.00% 338 $18K
12 LPL Financial LLC 0.00% 60,221 $3.2M
13 IMC-Chicago, LLC 0.00% 37,451 $2.0M
14 Two Sigma Investments, LP 0.00% 12,500 $666K
15 IFP Advisors, Inc 0.00% 300 $16K
16 Cetera Investment Advisers 0.00% 4,970 $265K
17 Bank of America Corp /de/ 0.00% 53,417 $2.8M
18 Western Wealth Management, LLC 0.00% 106 $6K
19 Ameriprise Financial Inc 0.00% 10,011 $533K
20 Raymond James Financial Inc 0.00% 5,601 $298K
21 Morgan Stanley 0.00% 28,265 $1.5M
22 UBS Group AG 0.00% 11,233 $598K
23 Jones Financial Companies Lllp 0.00% 3,066 $158K
24 Susquehanna International Group, LLP 0.00% 11,082 $590K
25 Osaic Holdings, INC. 0.00% 755 $40K
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 (PFI)

What does the Smart Money Trend signal show for PFI?

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

Heavy selling pressure — only 30% buying: Last quarter: 21 funds sold vs only 9 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for PFI holders?

Elite ownership — 61% AUM from top-100 funds: 11 of 32 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in PFI. 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 PFI?

69% of holders stayed for 2+ years: 22 out of 32 hedge funds have held PFI 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 Exchange Traded Fd T (PFI) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), PFI has gained +2.5% vs -0.2% 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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