Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (BAB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — BAB

Based on 189 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
189 hedge funds hold BAB 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 — +7% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+7% 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 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 55% buying

96 buying79 selling
Last quarter: 96 funds bought or added vs 79 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: 22 → 19 → 27 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
129 out of 189 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.
📈

Growing discovery — still being found

10 → 22 → 19 → 27 → 24 new funds/Q
New funds entering each quarter: 22 → 19 → 27 → 24. A growing number of institutions are discovering BAB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 11% 1-2yr ■ 17% new
Of 189 current holders: 135 (71%) 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.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
25 of 189 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — BAB

In 2026 Q1, 96 hedge funds were net buyers of BAB (24 opened a new position, 72 added to an existing one), while 79 reduced or exited (53 trimmed, 26 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 33% of total institutional value in BAB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 189.

Hedge Fund Ownership: BAB

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

Market Analysis: BAB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BAB

-- --

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

Is It Too Late to Buy Invesco Exch Traded Fd Tr II (BAB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BAB has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
BAB
-0.5%
SPY
+15.9%

BAB outperformed SPY by -16.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
BAB
+1.5%
SPY
+2.0%

Since the filing became public, BAB outperformed SPY by -0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: BAB
188 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 188 191 -1.57%
13F Shares 25M 25M 2.55%
Total Value $676M $672M 0.64%
New Positions 23 27 -4
Increased Positions 72 61 +11
Closed Positions 26 15 +11
Reduced Positions 53 67 -14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BAB

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Institutional Holders (2026 Q1)

188 + 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:
Top 25 BAB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Elevation Capital Advisory, LLC 3.29% 286,444 $7.7M
2 Gould Asset Management LLC /Ca/ 3.13% 668,113 $18.0M
3 Maltin Wealth Management, Inc. 2.99% 290,214 $7.8M
4 Lakeshore Capital Group, Inc. 2.58% 117,149 $3.2M
5 Oceanside Advisors LLC 1.98% 128,693 $3.5M
6 Annex Advisory Services, LLC 1.61% 3,179,994 $85.7M
7 Hobbs Group Advisors, LLC 1.49% 185,198 $5.0M
8 Shelter Mutual Insurance Co 1.19% 198,589 $5.4M
9 Rational Advisors, INC. 1.19% 431,756 $11.6M
10 Ti-Trust, Inc 1.18% 73,462 $2.0M
11 KG Capital Management 1.08% 55,753 $1.5M
12 Wrapmanager Inc 0.95% 101,921 $2.7M
13 Tortoise Investment Management, LLC 0.95% 428,478 $11.6M
14 Freedom Investment Management, Inc. 0.93% 115,774 $3.1M
15 Chapman Financial Group, LLC 0.85% 44,175 $1.2M
16 Hudson Capital Management LLC 0.85% 121,715 $3.3M
17 Signature Wealth Management Group 0.83% 81,363 $2.2M
18 Astoria Portfolio Advisors LLC. 0.66% 114,698 $3.1M
19 GFS Advisors, LLC 0.61% 63,562 $4.8M
20 D L Carlson Investment Group Inc 0.56% 121,056 $3.3M
21 Eagle Bluffs Wealth Management LLC 0.54% 51,525 $1.4M
22 Patten Group, Inc. 0.51% 108,548 $2.9M
23 Traub Capital Management LLC 0.47% 17,525 $472K
24 Conning INC. 0.44% 490,000 $13.2M
25 Whipplewood Advisors, LLC 0.42% 29,733 $802K
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 — 1 quarter in a row: For 1 consecutive quarter, 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: 96 funds bought or added vs 79 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 189 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?

68% of holders stayed for 2+ years: 129 out of 189 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.

Is it too late to buy Invesco Exch Traded Fd Tr II (BAB) following the 2026 Q1 hedge fund 13F filings?

As of today, BAB has moved +1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), BAB has gained -0.5% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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