Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (PWZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — PWZ

Based on 119 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PWZ 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
119 hedge funds hold PWZ 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 — +18% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

61 buying49 selling
Last quarter: 61 funds bought or added vs 49 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 — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 10 → 17 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 25% medium ■ 24% new
60 out of 119 hedge funds have held PWZ 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 → 20 → 10 → 17 → 22 new funds/Q
New funds entering each quarter: 20 → 10 → 17 → 22. A growing number of institutions are discovering PWZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 15% 1-2yr ■ 34% new
Of 119 current holders: 60 (50%) 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.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
14 of 119 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Institutional Sentiment Summary — PWZ

In 2025 Q4, 61 hedge funds were net buyers of PWZ (22 opened a new position, 39 added to an existing one), while 49 reduced or exited (37 trimmed, 12 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 119.

Hedge Fund Ownership: PWZ

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

Market Analysis: PWZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PWZ

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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.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: PWZ
2026 Q1 Stats Unlock in 5 days 119 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 119 109 9.17%
13F Shares 35M 35M 0.07%
Total Value $909M $831M 9.42%
New Positions 22 17 +5
Increased Positions 39 42 -3
Closed Positions 12 11 +1
Reduced Positions 37 31 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PWZ

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Institutional Holders (2026 Q1)

119 + investors

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

QUARTER:
Top 25 institutional holders of PWZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Chatterton & Associates Inc. 2.25% 132,412 $3.2M
2 Gerber Kawasaki Wealth & Investment Management 1.45% 1,912,976 $45.7M
3 SYON CAPITAL LLC 1.45% 1,205,055 $28.8M
4 Elmwood Wealth Management, Inc. 0.94% 141,912 $3.4M
5 Wealthfront Advisers LLC 0.91% 17,410,759 $415.6M
6 SimpliFi, Inc. 0.86% 86,140 $2.1M
7 Impact Investors, Inc 0.75% 45,400 $1.1M
8 McNaughton Wealth Management, LLC 0.69% 69,870 $1.7M
9 Williams & Novak, LLC 0.54% 29,900 $717K
10 FOCUS Wealth Advisors, LLC 0.51% 43,383 $1.0M
11 Navigation Group, LLC 0.43% 77,030 $1.8M
12 Composition Wealth, LLC 0.41% 1,238,514 $29.6M
13 C M BIDWELL & ASSOCIATES LTD 0.37% 33,063 $789K
14 FIRST FOUNDATION ADVISORS 0.36% 379,319 $9.1M
15 Shared Vision Wealth Group LLC 0.34% 35,309 $843K
16 Nautilus Advisors LLC 0.33% 19,940 $476K
17 FIRST AMERICAN TRUST, FSB 0.28% 177,081 $4.2M
18 TME FINANCIAL, INC. 0.20% 12,274 $293K
19 Omega Financial Group, LLC 0.20% 25,937 $619K
20 ACTION POINT FINANCIAL PLANNING, LLC 0.20% 9,384 $224K
21 Climber Capital SA 0.20% 12,620 $301K
22 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.18% 77,924 $1.9M
23 Greykasell Wealth Strategies, Inc. 0.16% 17,118 $409K
24 Atlas Legacy Advisors, LLC 0.16% 37,451 $894K
25 Laurel Wealth Planning LLC 0.15% 11,602 $277K
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 (PWZ)

What does the Smart Money Trend signal show for PWZ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PWZ 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 PWZ?

Slight buying edge — 55% buying: Last quarter: 61 funds bought or added vs 49 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 PWZ holders?

Smaller funds dominant — 8% AUM from top-100: 14 of 119 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PWZ?

50% of holders stayed for 2+ years: 60 out of 119 hedge funds have held PWZ 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.