PTF Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Invesco Exchange Traded Fd T (PTF) following the 2026 Q2 hedge fund 13F filings?

As of today, PTF has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), PTF gained -16.9% vs +3.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Invesco Exchange Traded Fd T (PTF)

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

Smart Money Signals — PTF

Based on 106 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added PTF 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 (98% of max)

98% of all-time peak

106 hedge funds hold PTF 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 — +5% more funds vs a year ago

fund count last 6Q

+5 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 47% buying

41 buying46 selling

Last quarter: 46 funds reduced or exited vs 41 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 — ~18 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 14 → 11 → 18 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 19% medium ■ 24% new

61 out of 106 hedge funds have held PTF 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.

📈

Growing discovery — still being found

14 → 14 → 11 → 18 → 18 new funds/Q

New funds entering each quarter: 14 → 11 → 18 → 18. A growing number of institutions are discovering PTF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 60% veterans vs 28% newcomers

■ 60% veterans ■ 12% 1-2yr ■ 28% new

Entry-cohort mix of 108 holders: 65 (60%) are 2+ year veterans, 13 entered 1–2 years ago, and 30 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds

18 of 105 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in PTF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	106	98	8.16%
13F Shares	2M	2M	1.92%
Total Value	$205M	$188M	9.04%
New Positions	18	18	-
Increased Positions	23	14	+9
Closed Positions	10	15	-5
Reduced Positions	34	42	-8
Total Calls	3	1	200.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

106

8.16%

13F Shares

1.92%

Total Value

$205M

$188M

9.04%

New Positions

Increased Positions

Closed Positions

-5

Reduced Positions

-8

Total Calls

200.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

106 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 PTF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Paller Financial Services Inc	6.75%	66,271	$9.0M
2	Theory Financial LLC	2.12%	49,392	$6.7M
3	Benson Wealth Management INC	1.11%	8,115	$1.1M
4	Signature Equity Partners, LLC	0.73%	11,634	$1.6M
5	Genesee Capital Advisors, LLC	0.68%	15,863	$2.2M
6	Outlook Wealth Advisors, LLC	0.48%	16,214	$2.2M
7	Fulcrum Equity Management	0.37%	3,671	$500K
8	Dedeker Financial LLC	0.36%	4,657	$635K
9	Darwin Wealth Management, LLC	0.34%	9,000	$1.2M
10	Unique Wealth Strategies, LLC	0.30%	10,031	$767K
11	Balanced Wealth Group LLC	0.29%	6,687	$912K
12	StoneX Group Inc.	0.21%	38,417	$5.2M
13	Samalin Investment Counsel, LLC	0.19%	4,476	$610K
14	Rose Capital Advisors LLC	0.18%	2,674	$365K
15	Heritage Trust Co	0.16%	13,560	$1.8M
16	MTM Investment Management, LLC	0.15%	3,966	$541K
17	Bellevue Asset Management, LLC	0.13%	2,103	$287K
18	Reik & CO., LLC	0.13%	3,600	$491K
19	Trueblood Wealth Management, LLC	0.13%	2,638	$360K
20	Nilsine Partners, LLC	0.12%	12,306	$1.7M
21	Carr Financial Group Corp	0.10%	3,308	$451K
22	Lanark Financial, INC.	0.10%	11,213	$1.5M
23	Sun Financial Inc	0.10%	2,054	$214K
24	Wellington Shields & Co., LLC	0.08%	2,758	$376K
25	Third View Private Wealth, LLC	0.07%	4,250	$579K

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 Exchange Traded Fd T (PTF)

What does the Smart Money Trend signal show for PTF?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added PTF 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 PTF?

More sellers than buyers — 47% buying: Last quarter: 46 funds reduced or exited vs 41 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 PTF holders?

Elite ownership — 58% AUM from top-100 funds: 18 of 105 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in PTF. 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 PTF?

58% of holders stayed for 2+ years: 61 out of 106 hedge funds have held PTF 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.

Is it too late to buy Invesco Exchange Traded Fd T (PTF) following the 2026 Q2 hedge fund 13F filings?

As of today, PTF has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), PTF has gained -16.9% vs +3.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 Exchange Traded Fd T (PTF)

Smart Money Signals — PTF

Buying streak — 3 quarters in a row

At the ownership peak (98% of max)

Steady growth — +5% more funds vs a year ago

More sellers than buyers — 47% buying

Steady new buyers — ~18 new funds per quarter

58% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 60% veterans vs 28% newcomers

Elite ownership — 58% AUM from top-100 funds

Institutional Sentiment Summary — PTF

Hedge Fund Ownership: PTF

Market Analysis: PTF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PTF

Is It Too Late to Buy Invesco Exchange Traded Fd T (PTF) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: PTF

Statistics: PTF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Exchange Traded Fd T (PTF)

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