Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (PVI)

29 + Investors. Track Smart Money conviction in PVI. 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
53%

Smart Money Signals — PVI

Based on 29 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 PVI 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 — 91% of 3.0Y peak

91% of all-time peak
29 funds currently hold this stock — 91% of the 3.0-year high of 32 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.
🟡

Slight buying edge — 53% buying

16 buying14 selling
Last quarter: 16 funds bought or added vs 14 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.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 5 → 11 → 3. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 34% medium ■ 21% new
13 out of 29 hedge funds have held PVI 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.
➡️

Steady discovery — ~3 new funds/quarter

2 → 5 → 5 → 11 → 3 new funds/Q
New funds entering each quarter: 5 → 5 → 11 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 48% veterans vs 24% newcomers

■ 48% veterans ■ 28% 1-2yr ■ 24% new
Entry-cohort mix of 29 holders: 14 (48%) are 2+ year veterans, 8 entered 1–2 years ago, and 7 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
6 of 29 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — PVI

In 2026 Q2, 16 hedge funds were net buyers of PVI (3 opened a new position, 13 added to an existing one), while 14 reduced or exited (8 trimmed, 6 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 25% of total institutional value in PVI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 29.

Hedge Fund Ownership: PVI

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

Market Analysis: PVI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PVI

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: PVI
29 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 32 -9.38%
13F Shares 760K 712K 6.82%
Total Value $18M $17M 7.28%
New Positions 3 11 -8
Increased Positions 13 9 +4
Closed Positions 6 1 +5
Reduced Positions 8 7 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PVI

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Financial Highlights

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Institutional Holders (2026 Q2)

29 + investors

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

QUARTER:
Top 25 PVI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sykon Capital LLC 1.26% 164,824 $4.1M
2 Wealthcare Capital Partners, LLC 0.15% 14,143 $352K
3 SimpliFi, Inc. 0.12% 12,312 $306K
4 Net Worth Advisory Group 0.06% 8,860 $220K
5 WealthBridge Capital Management, LLC 0.05% 9,117 $227K
6 Wealthcare Advisory Partners LLC 0.04% 86,297 $2.1M
7 Flagship Harbor Advisors, LLC 0.04% 39,473 $982K
8 Wealthcare Capital Management LLC 0.03% 14,037 $349K
9 Mechanics Financial Corp 0.02% 1,700 $42K
10 Hurley Capital, LLC 0.01% 1,091 $27K
11 Avior Wealth Management, LLC 0.01% 19,679 $490K
12 Foundations Investment Advisors, LLC 0.01% 50,210 $1.2M
13 Arkadios Wealth Advisors 0.01% 13,910 $346K
14 Fiduciary Financial Advisors 0.00% 731 $18K
15 Osaic Holdings, INC. 0.00% 54,724 $1.4M
16 Private Advisor Group, LLC 0.00% 9,870 $246K
17 Olistico Wealth, LLC 0.00% 100 $2K
18 Cetera Investment Advisers 0.00% 28,221 $702K
19 LPL Financial LLC 0.00% 32,686 $813K
20 Bank of America Corp /de/ 0.00% 110,764 $2.8M
21 Integrated Wealth Concepts LLC 0.00% 1,156 $29K
22 Envestnet Asset Management Inc 0.00% 17,839 $444K
23 Raymond James Financial Inc 0.00% 11,779 $293K
24 US Bancorp \de\ 0.00% 1,067 $27K
25 Morgan Stanley 0.00% 11,731 $292K
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 (PVI)

What does the Smart Money Trend signal show for PVI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PVI 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 PVI?

Slight buying edge — 53% buying: Last quarter: 16 funds bought or added vs 14 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 PVI holders?

Strong quality — 25% AUM from major funds: 6 of 29 holders rank in the top 100 by AUM, accounting for 25% 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 PVI?

45% of holders stayed for 2+ years: 13 out of 29 hedge funds have held PVI 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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