BAB Hedge Fund Ownership (Q2 2026)

Invesco Exch Traded Fd Tr II (BAB)

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

Smart Money Signals — BAB

Based on 184 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds reduced or closed their BAB 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 — 92% of 3.0Y peak

92% of all-time peak

184 funds currently hold this stock — 92% of the 3.0-year high of 200 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding BAB is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 55% buying

95 buying77 selling

Last quarter: 95 funds bought or added vs 77 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 — ~24 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 19 → 28 → 24 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 15% medium ■ 15% new

130 out of 184 hedge funds have held BAB 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 — ~24 new funds/quarter

23 → 19 → 28 → 24 → 24 new funds/Q

New funds entering each quarter: 19 → 28 → 24 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 72% veterans vs 17% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 17% new

Entry-cohort mix of 184 holders: 133 (72%) are 2+ year veterans, 19 entered 1–2 years ago, and 32 (17%) 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

25 of 184 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.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	183	189	-3.17%
13F Shares	26M	25M	2.39%
Total Value	$687M	$676M	1.63%
New Positions	23	24	-1
Increased Positions	71	72	-1
Closed Positions	29	27	+2
Reduced Positions	48	53	-5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

183

189

-3.17%

13F Shares

26M

25M

2.39%

Total Value

$687M

$676M

1.63%

New Positions

-1

Increased Positions

-1

Closed Positions

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

183 + investors

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

QUARTER:

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

Top 25 BAB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Gould Asset Management LLC /Ca/	2.98%	705,394	$18.9M
2	Elevation Capital Advisory, LLC	2.97%	286,420	$7.7M
3	Maltin Wealth Management, Inc.	2.69%	300,098	$8.1M
4	Lakeshore Capital Group, Inc.	2.41%	121,389	$3.3M
5	Oceanside Advisors LLC	1.86%	137,047	$3.7M
6	Annex Advisory Services, LLC	1.53%	3,331,378	$89.4M
7	Hobbs Group Advisors, LLC	1.39%	196,857	$5.3M
8	Shelter Mutual Insurance Co	1.13%	198,589	$5.3M
9	Rational Advisors, INC.	1.11%	448,880	$12.0M
10	Ti-Trust, Inc	1.06%	73,462	$2.0M
11	Tortoise Investment Management, LLC	0.93%	464,700	$12.5M
12	KG Capital Management	0.93%	57,981	$1.6M
13	Hudson Capital Management LLC	0.88%	135,219	$3.6M
14	Wrapmanager Inc	0.88%	104,380	$2.8M
15	Freedom Investment Management, Inc.	0.87%	116,394	$3.1M
16	Ssa Swiss Advisors AG	0.85%	68,124	$1.8M
17	Chapman Financial Group, LLC	0.81%	45,375	$1.2M
18	Lynx Capital Group Ltd /Adv	0.62%	31,863	$857K
19	D L Carlson Investment Group Inc	0.54%	127,129	$3.4M
20	Whipplewood Advisors, LLC	0.51%	28,096	$754K
21	Astoria Portfolio Advisors LLC.	0.47%	104,072	$2.8M
22	Eagle Bluffs Wealth Management LLC	0.45%	50,084	$1.3M
23	Patten Group, Inc.	0.42%	101,419	$2.7M
24	Traub Capital Management LLC	0.42%	17,645	$474K
25	Conning INC.	0.39%	490,000	$13.2M

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 (BAB)

What does the Smart Money Trend signal show for BAB?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their BAB 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 BAB?

Slight buying edge — 55% buying: Last quarter: 95 funds bought or added vs 77 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 BAB holders?

Strong quality — 33% AUM from major funds: 25 of 184 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 BAB?

71% of holders stayed for 2+ years: 130 out of 184 hedge funds have held BAB 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.

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Invesco Exch Traded Fd Tr II (BAB)

Smart Money Signals — BAB

Selling streak — 2 quarters in a row

High ownership — 92% of 3.0Y peak

Stable — ownership unchanged year-over-year

Slight buying edge — 55% buying

Steady new buyers — ~24 new funds per quarter

71% of holders stayed for 2+ years

Steady discovery — ~24 new funds/quarter

Veteran-anchored — 72% veterans vs 17% newcomers

Strong quality — 33% AUM from major funds

Institutional Sentiment Summary — BAB

Hedge Fund Ownership: BAB

Market Analysis: BAB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BAB

Hedge Fund Positioning: BAB

Statistics: BAB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Exch Traded Fd Tr II (BAB)

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