Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (PHB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
61%

Smart Money Signals — PHB

Based on 112 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PHB 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.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
112 funds currently hold this stock — 93% of the 3.0-year high of 120 funds (reached 2023 Q1). 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 PHB is almost the same as a year ago (+2 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 61% buying

63 buying40 selling
Last quarter: 63 funds were net buyers (20 opened a brand new position + 43 added to an existing one). Only 40 were sellers (27 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new PHB position: 17 → 9 → 8 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

75% of holders stayed for 2+ years

■ 75% conviction (2yr+) ■ 12% medium ■ 12% new
84 out of 112 hedge funds have held PHB 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 — ~20 new funds/quarter

11 → 17 → 9 → 8 → 20 new funds/Q
New funds entering each quarter: 17 → 9 → 8 → 20. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 81% of holders stayed 2+ years

■ 81% veterans ■ 7% 1-2yr ■ 12% new
Of 113 current holders: 92 (81%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
16 of 112 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in PHB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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.

Hedge Fund Ownership: PHB

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

Market Analysis: PHB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PHB

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: PHB
2026 Q1 Stats Unlock in 11 days 113 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 113 105 7.62%
13F Shares 13M 11M 17.51%
Total Value $235M $196M 20.07%
New Positions 20 8 +12
Increased Positions 43 50 -7
Closed Positions 13 10 +3
Reduced Positions 27 26 +1
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PHB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

113 + investors

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

Top 25 institutional holders of PHB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BLUELINE ADVISORS LLC 4.14% 297,401 $5.3M
2 Colorado Capital Management, Inc. 1.58% 236,754 $4K
3 Revolve Wealth Partners, LLC 0.73% 314,354 $5.6M
4 Asset Allocation Strategies LLC 0.66% 208,514 $3.7M
5 VALICENTI ADVISORY SERVICES INC 0.35% 88,977 $2K
6 MOLLER WEALTH PARTNERS 0.14% 40,396 $725K
7 Wagner Wealth Management, LLC 0.13% 36,575 $656K
8 WealthShield Partners, LLC 0.12% 58,780 $1.1M
9 Great Waters Wealth Management 0.09% 48,531 $871K
10 TCFG WEALTH MANAGEMENT, LLC 0.08% 12,443 $225K
11 TCFG Investment Advisors, LLC 0.08% 12,443 $225K
12 Friedenthal Financial 0.08% 9,011 $162K
13 Clearstead Trust, LLC 0.06% 19,639 $352K
14 VALLEY WEALTH MANAGERS, INC. 0.05% 43,846 $787K
15 Csenge Advisory Group 0.05% 56,591 $1.0M
16 McAdam, LLC 0.05% 57,284 $1.0M
17 NWAM LLC 0.05% 44,714 $802K
18 Wealth Enhancement Trust Services, Inc. 0.03% 15,277 $274K
19 DHJJ Financial Advisors, Ltd. 0.02% 3,124 $56K
20 Dynamic Advisor Solutions LLC 0.02% 29,835 $535K
21 OneAscent Financial Services LLC 0.01% 11,905 $214K
22 Banque Cantonale Vaudoise 0.01% 17,125 $307K
23 Vontobel Holding Ltd. 0.01% 169,831 $3.0M
24 Millstone Evans Group, LLC 0.01% 923 $17K
25 Prime Capital Investment Advisors, LLC 0.01% 42,561 $764K
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 EXCH TRADED FD TR II (PHB)

What does the Smart Money Trend signal show for PHB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PHB 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 PHB?

More buyers than sellers — 61% buying: Last quarter: 63 funds were net buyers (20 opened a brand new position + 43 added to an existing one). Only 40 were sellers (27 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PHB holders?

Elite ownership — 62% AUM from top-100 funds: 16 of 112 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in PHB. 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 PHB?

75% of holders stayed for 2+ years: 84 out of 112 hedge funds have held PHB 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.