Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (PUI)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — PUI

Based on 44 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 PUI 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
44 hedge funds hold PUI 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 — +13% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

24 buying15 selling
Last quarter: 24 funds were net buyers (11 opened a brand new position + 13 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 9 → 6 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

57% conviction (2yr+) 27% medium 16% new
25 out of 44 hedge funds have held PUI 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.
💎

Buying through price weakness — shares +73%, value +43%

Value
+43%
Shares
+73%
Last quarter: funds added +73% more shares while total portfolio value only changed +43%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~11 new funds/quarter

10 → 7 → 9 → 6 → 11 new funds/Q
New funds entering each quarter: 7 → 9 → 6 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 27% newcomers

61% veterans 11% 1-2yr 27% new
Entry-cohort mix of 44 holders: 27 (61%) are 2+ year veterans, 5 entered 1–2 years ago, and 12 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
10 of 43 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — PUI

In 2026 Q2, 24 hedge funds were net buyers of PUI (11 opened a new position, 13 added to an existing one), while 15 reduced or exited (8 trimmed, 7 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 33% of total institutional value in PUI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 44.

Hedge Fund Ownership: PUI

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

Market Analysis: PUI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PUI

-- --

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PUI
43 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 43 40 7.5%
13F Shares 900K 520K 72.99%
Total Value $35M $24M 43.39%
New Positions 11 6 +5
Increased Positions 13 12 +1
Closed Positions 7 8 -1
Reduced Positions 8 9 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PUI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

43 + investors

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

QUARTER:
Top 25 PUI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ROI Financial Advisors, LLC 1.20% 48,939 $2.3M
2 Transamerica Financial Advisors, LLC 1.08% 267,604 $12.7M
3 Westbourne Investments, INC. 0.09% 4,485 $213K
4 NWF Advisory Services Inc. 0.06% 12,435 $591K
5 Trek Financial, LLC 0.03% 12,653 $602K
6 Fifth Third Securities, INC. 0.02% 8,647 $411K
7 AlphaCore Capital LLC 0.02% 24,536 $1.2M
8 Bellevue Asset Management, LLC 0.01% 628 $30K
9 StoneX Group Inc. 0.01% 7,100 $338K
10 Advisory Services Network, LLC 0.01% 14,845 $706K
11 Western Wealth Management, LLC 0.01% 4,833 $230K
12 Ameritas Advisory Services, LLC 0.01% 5,677 $270K
13 Private Trust Co NA 0.01% 1,377 $65K
14 Farther Finance Advisors, LLC 0.00% 8,246 $392K
15 Providence Capital Advisors, LLC 0.00% 360 $17K
16 Global Retirement Partners, LLC 0.00% 3,509 $167K
17 Parallel Advisors, LLC 0.00% 3,280 $156K
18 Osaic Holdings, INC. 0.00% 37,742 $1.8M
19 Capital Investment Advisory Services, LLC 0.00% 506 $24K
20 LPL Financial LLC 0.00% 117,452 $5.6M
21 Integrated Wealth Concepts LLC 0.00% 5,076 $241K
22 Archer Investment Corp 0.00% 125 $6K
23 Private Advisor Group, LLC 0.00% 5,218 $248K
24 International Assets Investment Management, LLC 0.00% 390 $18K
25 Founders Financial Alliance, LLC 0.00% 145 $7K
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 (PUI)

What does the Smart Money Trend signal show for PUI?

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

More buyers than sellers — 62% buying: Last quarter: 24 funds were net buyers (11 opened a brand new position + 13 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for PUI holders?

Strong quality — 33% AUM from major funds: 10 of 43 holders rank in the top 100 by AUM, accounting for 33% 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 PUI?

57% of holders stayed for 2+ years: 25 out of 44 hedge funds have held PUI 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.

Full history →