Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (PSCE)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
44%

Smart Money Signals — PSCE

Based on 33 hedge funds · latest filing: 2025 Q4 · 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 — 73% of 2.8Y peak

73% of all-time peak
33 funds currently hold this stock — 73% of the 2.8-year high of 45 funds (reached 2024 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 21% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold PSCE compared to a year ago (-21% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

14 buying18 selling
Last quarter: 18 funds reduced or exited vs 14 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 — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 4 → 8 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 33% new

36% conviction (2yr+) 30% medium 33% new
Of the 33 current holders: 12 (36%) held >2 years, 10 held 1–2 years, and 11 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~7 new funds/quarter

10 → 6 → 4 → 8 → 7 new funds/Q
New funds entering each quarter: 6 → 4 → 8 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 48% of holders stayed 2+ years

48% veterans 9% 1-2yr 42% new
Of 33 current holders: 16 (48%) 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.

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
7 of 33 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — PSCE

In 2025 Q4, 14 hedge funds were net buyers of PSCE (7 opened a new position, 7 added to an existing one), while 18 reduced or exited (11 trimmed, 7 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 30% of total institutional value in PSCE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 33.

Hedge Fund Ownership: PSCE

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

Market Analysis: PSCE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSCE

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: PSCE
2026 Q1 Stats Unlock in 3 days 33 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 33 33 -
13F Shares 393K 447K -12.0%
Total Value $19M $19M 0.19%
New Positions 7 8 -1
Increased Positions 7 8 -1
Closed Positions 7 9 -2
Reduced Positions 11 11 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSCE

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Institutional Holders (2026 Q1)

33 + investors

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

QUARTER:
Top 25 institutional holders of PSCE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.83% 32,410 $2.0M
2 First Growth Capital LLC 0.50% 9,371 $554K
3 RPS ADVISORY SOLUTIONS LLC 0.14% 3,907 $238K
4 Quad-Cities Investment Group, LLC 0.10% 4,048 $247K
5 HARBOR CAPITAL ADVISORS, INC. 0.09% 18,391 $1K
6 PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 0.06% 7,500 $457K
7 GENDELL JEFFREY L 0.06% 68,469 $4.2M
8 Global View Capital Management LLC 0.05% 3,304 $201K
9 Walkner Condon Financial Advisors LLC 0.05% 5,796 $343K
10 Copia Wealth Management 0.03% 620 $38K
11 IHT Wealth Management, LLC 0.01% 7,555 $461K
12 Gladstone Institutional Advisory LLC 0.01% 3,556 $217K
13 Cambridge Investment Research Advisors, Inc. 0.01% 36,412 $2K
14 Quadrature Capital Ltd 0.01% 7,163 $437K
15 Atlantic Union Bankshares Corp 0.00% 3,853 $235K
16 Kestra Advisory Services, LLC 0.00% 16,178 $986K
17 Pacific Center for Financial Services 0.00% 152 $9K
18 MTM Investment Management, LLC 0.00% 120 $7K
19 Farther Finance Advisors, LLC 0.00% 3,662 $216K
20 Centerpoint Advisors, LLC 0.00% 100
21 Evergreen Advisors, LLC 0.00% 121 $7K
22 BLAIR WILLIAM & CO/IL 0.00% 9,338 $569K
23 Cresset Asset Management, LLC 0.00% 4,900 $299K
24 LPL Financial LLC 0.00% 50,465 $3.1M
25 Steward Partners Investment Advisory, LLC 0.00% 1,464 $89K
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 (PSCE)

What does the Smart Money Trend signal show for PSCE?

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 PSCE?

More sellers than buyers — 44% buying: Last quarter: 18 funds reduced or exited vs 14 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 PSCE holders?

Strong quality — 30% AUM from major funds: 7 of 33 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PSCE?

Mixed — 36% long-term, 33% new: Of the 33 current holders: 12 (36%) held >2 years, 10 held 1–2 years, and 11 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.