Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PGJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
48%

Smart Money Signals — PGJ

Based on 37 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 76% of 3.0Y peak

76% of all-time peak
37 funds currently hold this stock — 76% of the 3.0-year high of 49 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PGJ is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

15 buying16 selling
Last quarter: 16 funds reduced or exited vs 15 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.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 7 → 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

76% of holders stayed for 2+ years

■ 76% conviction (2yr+) ■ 16% medium ■ 8% new
28 out of 37 hedge funds have held PGJ 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.
💎

Buying through price weakness — shares -2%, value -24%

Value
-23%
Shares
-2%
Last quarter: funds added -2% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

4 → 6 → 7 → 3 → 5 new funds/Q
New funds entering each quarter: 6 → 7 → 3 → 5. PGJ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 81% veterans vs 8% newcomers

■ 81% veterans ■ 11% 1-2yr ■ 8% new
Entry-cohort mix of 37 holders: 30 (81%) are 2+ year veterans, 4 entered 1–2 years ago, and 3 (8%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
12 of 37 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PGJ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — 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 — PGJ

In 2026 Q1, 15 hedge funds were net buyers of PGJ (5 opened a new position, 10 added to an existing one), while 16 reduced or exited (11 trimmed, 5 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 45% of total institutional value in PGJ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 37.

Hedge Fund Ownership: PGJ

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

Market Analysis: PGJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PGJ

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: PGJ
2026 Q2 Stats Unlock in 3 days 37 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 37 36 2.78%
13F Shares 551K 562K -2.07%
Total Value $12M $16M -23.5%
New Positions 5 3 +2
Increased Positions 10 11 -1
Closed Positions 4 9 -5
Reduced Positions 11 11 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PGJ

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Institutional Holders (2026 Q2)

37 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PGJ. 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 PGJ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avestar Capital, LLC 0.04% 33,290 $751K
2 Pacific Center for Financial Services 0.03% 5,080 $115K
3 IHT Wealth Management, LLC 0.02% 41,136 $928K
4 Federation des caisses Desjardins du Quebec 0.00% 32,280 $729K
5 Main Street Group, LTD 0.00% 362 $8K
6 Mml Investors Services, LLC 0.00% 18,691 $422K
7 BNP Paribas Financial Markets 0.00% 80,000 $1.8M
8 Wealth Enhancement Advisory Services, LLC 0.00% 8,705 $206K
9 Commonwealth Equity Services, LLC 0.00% 11,127 $251K
10 Global Retirement Partners, LLC 0.00% 849 $19K
11 Ashton Thomas Private Wealth, LLC 0.00% 555 $13K
12 Raymond James Financial Inc 0.00% 38,073 $859K
13 Envestnet Asset Management Inc 0.00% 40,806 $921K
14 IFP Advisors, Inc 0.00% 243 $5K
15 Wells Fargo & Company/Mn 0.00% 17,945 $405K
16 LPL Financial LLC 0.00% 9,796 $221K
17 Morgan Stanley 0.00% 37,654 $850K
18 Osaic Holdings, INC. 0.00% 1,530 $35K
19 Spire Wealth Management 0.00% 51 $1K
20 UBS Group AG 0.00% 10,999 $248K
21 Goldman Sachs Group Inc 0.00% 15,478 $349K
22 US Bancorp \de\ 0.00% 1,000 $23K
23 Jones Financial Companies Lllp 0.00% 2,749 $61K
24 Citadel Advisors LLC 0.00% 9,127 $206K
25 Steward Partners Investment Advisory, LLC 0.00% 192 $4K
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 (PGJ)

What does the Smart Money Trend signal show for PGJ?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for PGJ?

More sellers than buyers — 48% buying: Last quarter: 16 funds reduced or exited vs 15 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 PGJ holders?

Elite ownership — 45% AUM from top-100 funds: 12 of 37 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in PGJ. 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 PGJ?

76% of holders stayed for 2+ years: 28 out of 37 hedge funds have held PGJ 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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