PIE Hedge Fund Ownership (Q2 2026)

Invesco Exch Traded Fd Tr II (PIE)

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

Smart Money Signals — PIE

Based on 77 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added PIE 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

77 hedge funds hold PIE 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.

🚀

Fast accumulation — +43% more funds vs a year ago

fund count last 6Q

+23 new funds entered over the past year (+43% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 67% buying

48 buying24 selling

Last quarter: 48 funds were net buyers (21 opened a brand new position + 27 added to an existing one). Only 24 were sellers (19 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new PIE position: 9 → 9 → 12 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 19% new

46 out of 77 hedge funds have held PIE 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 +72% but shares only +34% — price-driven

Value

+72%

+34%

Last quarter: the total dollar value of institutional holdings rose +72%, but actual share count only changed +34%. 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

7 → 9 → 9 → 12 → 21 new funds/Q

New funds entering each quarter: 9 → 9 → 12 → 21. 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 — 69% veterans vs 19% newcomers

■ 69% veterans ■ 12% 1-2yr ■ 19% new

Entry-cohort mix of 77 holders: 53 (69%) are 2+ year veterans, 9 entered 1–2 years ago, and 15 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds

15 of 77 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in PIE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	77	61	26.23%
13F Shares	6M	4M	34.29%
Total Value	$189M	$110M	72.41%
New Positions	21	12	+9
Increased Positions	27	26	+1
Closed Positions	5	12	-7
Reduced Positions	19	12	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

26.23%

13F Shares

34.29%

Total Value

$189M

$110M

72.41%

New Positions

Increased Positions

Closed Positions

-7

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

77 + investors

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

QUARTER:

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

Top 25 PIE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Wagner Wealth Management, Corp	2.55%	94,438	$3.2M
2	Maltin Wealth Management, Inc.	2.01%	180,244	$6.0M
3	NewSquare Capital LLC	0.89%	361,283	$12.1M
4	MorganRosel Wealth Management, LLC	0.43%	37,894	$1.3M
5	Del-Sette Capital Management, LLC	0.36%	18,387	$614K
6	Trueblood Wealth Management, LLC	0.35%	30,217	$1.0M
7	Nicholson Wealth Management Group, LLC	0.21%	10,919	$365K
8	Steinberganna Wealth Management	0.18%	13,118	$438K
9	Lunt Capital Management, Inc.	0.17%	13,795	$461K
10	Barometer Capital Management INC.	0.13%	14,000	$468K
11	Private Advisory Group LLC	0.12%	65,385	$2.2M
12	Ewa, LLC	0.06%	9,405	$314K
13	Prospera Financial Services Inc	0.06%	115,122	$3.8M
14	PFG Investments, LLC	0.05%	40,343	$1.3M
15	Sankala Group LLC	0.02%	1,116	$37K
16	Institute for Wealth Management, LLC.	0.02%	5,766	$193K
17	StoneX Group Inc.	0.01%	10,027	$335K
18	Whipplewood Advisors, LLC	0.01%	505	$17K
19	Founders Financial Alliance, LLC	0.01%	2,440	$81K
20	Raymond James Financial Inc	0.01%	1,080,260	$36.1M
21	Old Mission Capital LLC	0.01%	18,152	$606K
22	IHT Wealth Management, LLC	0.01%	12,529	$418K
23	Gts Securities LLC	0.01%	11,921	$398K
24	Highland Investment Advisors LLC	0.01%	512	$17K
25	&Partners	0.01%	50,699	$1.7M

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 (PIE)

What does the Smart Money Trend signal show for PIE?

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

More buyers than sellers — 67% buying: Last quarter: 48 funds were net buyers (21 opened a brand new position + 27 added to an existing one). Only 24 were sellers (19 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PIE holders?

Elite ownership — 55% AUM from top-100 funds: 15 of 77 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in PIE. 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 PIE?

60% of holders stayed for 2+ years: 46 out of 77 hedge funds have held PIE 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.

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Invesco Exch Traded Fd Tr II (PIE)

Smart Money Signals — PIE

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +43% more funds vs a year ago

More buyers than sellers — 67% buying

More new buyers each quarter (+9 vs last Q)

60% of holders stayed for 2+ years

Value +72% but shares only +34% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 69% veterans vs 19% newcomers

Elite ownership — 55% AUM from top-100 funds

Institutional Sentiment Summary — PIE

Hedge Fund Ownership: PIE

Market Analysis: PIE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PIE

Hedge Fund Positioning: PIE

Statistics: PIE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Exch Traded Fd Tr II (PIE)

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