Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCHANGE TRADED FD T (PWB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — PWB

Based on 193 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added PWB 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
193 hedge funds hold PWB 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 — +20% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

78 buying72 selling
Last quarter: 78 funds bought or added vs 72 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.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 29 → 21 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 25% medium ■ 20% new
107 out of 193 hedge funds have held PWB 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

18 → 10 → 29 → 21 → 26 new funds/Q
New funds entering each quarter: 10 → 29 → 21 → 26. A growing number of institutions are discovering PWB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 19% 1-2yr ■ 25% new
Of 193 current holders: 108 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
14 of 193 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in PWB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Hedge Fund Ownership: PWB

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

Market Analysis: PWB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PWB

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 1 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: PWB
2026 Q1 Stats Unlock in 11 days 193 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 193 182 6.04%
13F Shares 8M 7M 10.1%
Total Value $947M $871M 8.73%
New Positions 26 21 +5
Increased Positions 52 38 +14
Closed Positions 15 14 +1
Reduced Positions 57 62 -5
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PWB

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

193 + investors

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

Top 25 institutional holders of PWB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Center for Wealth Management Advisory 19.72% 210,537 $26.8M
2 ACT WEALTH MANAGEMENT, LLC 8.97% 212,221 $26.7M
3 WIN ADVISORS, INC 7.31% 126,940 $16.0M
4 Capital Investment Counsel, LLC 1.57% 90,881 $11.4M
5 RiverTree Advisors, LLC 1.41% 17,710 $2.2M
6 Fiscal Wisdom Wealth Management, LLC 1.32% 10,911 $1.4M
7 Blue Capital, Inc. 1.13% 13,761 $1.7M
8 JPL Wealth Management, LLC 1.02% 35,356 $4.5M
9 FIRETHORN WEALTH PARTNERS, LLC 0.94% 20,384 $2.6M
10 Firestone Capital Management 0.89% 33,937 $4.3M
11 BALANCED WEALTH GROUP LLC 0.78% 17,363 $2.2M
12 Wharton Business Group, LLC 0.78% 163,944 $20.6M
13 Post Resch Tallon Group Inc. 0.76% 7,355 $940K
14 Cornerstone Wealth Management, LLC 0.66% 105,264 $13.3M
15 AssuredPartners Investment Advisors, LLC 0.64% 45,520 $5.9M
16 Ethos Financial Group, LLC 0.52% 56,291 $7.1M
17 Forge Financial Services LLC 0.50% 39,424 $5.0M
18 Prism Advisors, Inc. 0.48% 14,309 $1.8M
19 Elevation Capital Advisory, LLC 0.47% 8,847 $1.1M
20 STEINBERGANNA WEALTH MANAGEMENT 0.43% 7,173 $903K
21 Hershey Financial Advisers, LLC 0.40% 3,720 $468K
22 Claris Financial LLC 0.39% 5,412 $679K
23 Eagle Bay Advisors LLC 0.37% 3,301 $416K
24 HFG Advisors, Inc. 0.34% 3,850 $485K
25 Investors Research Corp 0.31% 13,003 $1.6M
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 (PWB)

What does the Smart Money Trend signal show for PWB?

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

Slight buying edge — 52% buying: Last quarter: 78 funds bought or added vs 72 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 PWB holders?

Elite ownership — 50% AUM from top-100 funds: 14 of 193 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in PWB. 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 PWB?

55% of holders stayed for 2+ years: 107 out of 193 hedge funds have held PWB 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.