Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pgim ETF Tr (PSH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
67%

Smart Money Signals — PSH

Based on 35 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PSH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
35 funds currently hold this stock — 92% of the 3.0-year high of 38 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +94% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+94% 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

26 buying13 selling
Last quarter: 26 funds were net buyers (6 opened a brand new position + 20 added to an existing one). Only 13 were sellers (4 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 9 → 10 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 43% entered in last year

■ 3% conviction (2yr+) ■ 54% medium ■ 43% new
Only 1 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

9 → 11 → 9 → 10 → 6 new funds/Q
New funds entering each quarter: 11 → 9 → 10 → 6. PSH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 77% of holders entered in last year

■ 3% veterans ■ 20% 1-2yr ■ 77% new
Of 35 current holders: 27 (77%) entered in the past year, only 1 (3%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
4 of 35 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — PSH

In 2026 Q2, 26 hedge funds were net buyers of PSH (6 opened a new position, 20 added to an existing one), while 13 reduced or exited (4 trimmed, 9 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 35.

Hedge Fund Ownership: PSH

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

Market Analysis: PSH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSH

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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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: PSH
35 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 35 38 -7.89%
13F Shares 2M 2M 50.1%
Total Value $117M $79M 47.88%
New Positions 6 10 -4
Increased Positions 20 19 +1
Closed Positions 9 3 +6
Reduced Positions 4 5 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSH

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Institutional Holders (2026 Q2)

35 + investors

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

QUARTER:
Top 25 PSH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Crumly & Associates Inc. 2.59% 271,387 $13.5M
2 Sunrise Financial Services, LLC 2.34% 78,991 $3.9M
3 Fjell Capital, LLC 2.04% 60,047 $3.0M
4 IAG Wealth Partners, LLC 1.59% 321,813 $16.1M
5 Lakeshore Financial Planning, Inc. 0.32% 20,047 $1000K
6 EverSource Wealth Advisors, LLC 0.20% 120,121 $6.0M
7 Prosperity Financial Group, Inc. 0.10% 6,700 $334K
8 Mgo One Seven LLC 0.09% 107,361 $5.4M
9 First Heartland Consultants, Inc. 0.06% 18,096 $903K
10 XML Financial, LLC 0.02% 6,179 $308K
11 Commonwealth Equity Services, LLC 0.02% 279,598 $13.9M
12 Indivisible Partners 0.01% 5,024 $251K
13 Moors & Cabot, Inc. 0.01% 5,217 $260K
14 HighTower Advisors, LLC 0.01% 202,156 $10.1M
15 Truist Financial Corp 0.01% 158,423 $7.9M
16 Private Advisor Group, LLC 0.01% 32,041 $1.6M
17 Focus Partners Wealth 0.01% 138,077 $6.9M
18 Parallel Advisors, LLC 0.01% 8,191 $409K
19 Harbour Investments, INC. 0.00% 6,275 $313K
20 LPL Financial LLC 0.00% 340,590 $17.0M
21 Stratos Wealth Partners, LTD. 0.00% 5,600 $279K
22 Equitable Holdings, Inc. 0.00% 8,120 $405K
23 Corient Private Wealth LP 0.00% 22,484 $1.1M
24 Osaic Holdings, INC. 0.00% 16,996 $851K
25 Envestnet Asset Management Inc 0.00% 60,246 $3.0M
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 — Pgim ETF Tr (PSH)

What does the Smart Money Trend signal show for PSH?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PSH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PSH?

More buyers than sellers — 67% buying: Last quarter: 26 funds were net buyers (6 opened a brand new position + 20 added to an existing one). Only 13 were sellers (4 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PSH holders?

Smaller funds dominant — 18% AUM from top-100: 4 of 35 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PSH?

Mostly new holders — 43% entered in last year: Only 1 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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