Stock Analysis
Data Source: SEC EDGAR 13F
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Invesco Exch Traded Fd Tr II (PSCH)

77 + Investors. Track Smart Money conviction in PSCH. 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
↑ +8
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — PSCH

Based on 78 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PSCH 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
78 hedge funds hold PSCH 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

37 buying28 selling
Last quarter: 37 funds bought or added vs 28 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

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

new funds entering per quarter
Funds opening a new PSCH position: 13 → 8 → 11 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 15% medium 17% new
53 out of 78 hedge funds have held PSCH 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.
💰

Price up while funds trimmed (+35% value, -3% shares)

Value
+35%
Shares
-3%
Last quarter: total value of institutional PSCH holdings rose +35% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

6 → 13 → 8 → 11 → 20 new funds/Q
New funds entering each quarter: 13 → 8 → 11 → 20. A growing number of institutions are discovering PSCH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 19% newcomers

71% veterans 10% 1-2yr 19% new
Entry-cohort mix of 78 holders: 55 (71%) are 2+ year veterans, 8 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 — 46% AUM from top-100 funds

46% from top-100 AUM funds
14 of 77 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in PSCH. 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 — PSCH

In 2026 Q2, 37 hedge funds were net buyers of PSCH (20 opened a new position, 17 added to an existing one), while 28 reduced or exited (16 trimmed, 12 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 46% of total institutional value in PSCH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 78.

Hedge Fund Ownership: PSCH

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

Market Analysis: PSCH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSCH

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: PSCH
77 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 77 70 10.0%
13F Shares 684K 706K -3.0%
Total Value $35M $26M 35.09%
New Positions 20 11 +9
Increased Positions 17 9 +8
Closed Positions 12 10 +2
Reduced Positions 16 22 -6
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSCH

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Institutional Holders (2026 Q2)

77 + investors

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

QUARTER:
Top 25 PSCH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pacific Sun Financial Corp 0.28% 13,070 $684K
2 Parr Mcknight Wealth Management Group, LLC 0.17% 27,403 $1.4M
3 Montecito Bank & Trust 0.17% 21,207 $1.1M
4 Wbi Investments, LLC 0.15% 11,416 $598K
5 Millington Securities, LLC 0.12% 10,803 $445K
6 Somerset Trust Co 0.11% 7,534 $395K
7 Cordoba Advisory Partners LLC 0.11% 9,514 $498K
8 Wiser Advisor Group LLC 0.10% 1,818 $95K
9 Alpine Woods Capital Investors, LLC 0.09% 7,500 $393K
10 McGuire Investment Group, LLC 0.07% 15,281 $800K
11 IHT Wealth Management, LLC 0.07% 60,120 $3.1M
12 Meridian Investment Counsel INC. 0.04% 3,909 $205K
13 Cascade Financial Partners, LLC 0.04% 9,441 $494K
14 Ntv Asset Management LLC 0.03% 6,700 $351K
15 Register Financial Advisors LLC 0.03% 2,052 $107K
16 Kovack Advisors, Inc. 0.02% 7,548 $395K
17 Gladstone Institutional Advisory LLC 0.02% 9,862 $516K
18 Pursuit Wealth Strategies, LLC 0.01% 198 $10K
19 Greykasell Wealth Strategies, Inc. 0.01% 582 $30K
20 Essex Financial Services, Inc. 0.01% 3,999 $209K
21 Chicago Partners Investment Group LLC 0.01% 7,007 $371K
22 Klingenstein Fields & Co LP 0.01% 3,985 $209K
23 Wealthcare Advisory Partners LLC 0.01% 6,294 $330K
24 Beacon Pointe Advisors, LLC 0.01% 24,626 $1.3M
25 Harbour Investments, INC. 0.00% 3,113 $163K
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 (PSCH)

What does the Smart Money Trend signal show for PSCH?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PSCH 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 PSCH?

Slight buying edge — 57% buying: Last quarter: 37 funds bought or added vs 28 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PSCH holders?

Elite ownership — 46% AUM from top-100 funds: 14 of 77 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in PSCH. 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 PSCH?

68% of holders stayed for 2+ years: 53 out of 78 hedge funds have held PSCH 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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