INVESCO EXCH TRADED FD TR II (BAB): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

INVESCO EXCH TRADED FD TR II (BAB)

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

Smart Money Signals — BAB

Based on 182 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added BAB 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.

📊

High ownership — 94% of 3.0Y peak

94% of all-time peak

182 funds currently hold this stock — 94% of the 3.0-year high of 194 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 — 53% buying

85 buying76 selling

Last quarter: 85 funds bought or added vs 76 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.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new BAB position: 10 → 21 → 16 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 16% medium ■ 14% new

127 out of 182 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

20 → 10 → 21 → 16 → 25 new funds/Q

New funds entering each quarter: 10 → 21 → 16 → 25. A growing number of institutions are discovering BAB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 13% 1-2yr ■ 18% new

Of 182 current holders: 126 (69%) 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 — 34% AUM from major funds

34% from top-100 AUM funds

20 of 182 holders rank in the top 100 by AUM, accounting for 34% 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	182	170	7.06%
13F Shares	24M	21M	18.46%
Total Value	$667M	$561M	18.78%
New Positions	25	16	+9
Increased Positions	60	57	+3
Closed Positions	13	22	-9
Reduced Positions	63	62	+1
Total Calls	0	1	-100.0%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

182

170

7.06%

13F Shares

24M

21M

18.46%

Total Value

$667M

$561M

18.78%

New Positions

Increased Positions

Closed Positions

-9

Reduced Positions

Total Calls

-100.0%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

182 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of BAB — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Maltin Wealth Management, Inc.	2.99%	290,214	$7.8M
2	Lakeshore Capital Group, Inc.	2.58%	117,149	$3.2M
3	Oceanside Advisors LLC	1.98%	128,693	$3.5M
4	Annex Advisory Services, LLC	1.61%	3,179,994	$85.7M
5	Shelter Mutual Insurance Co	1.19%	198,589	$5.4M
6	TI-TRUST, INC	1.18%	73,462	$2.0M
7	KG Capital Management	1.08%	55,753	$1.5M
8	Freedom Investment Management, Inc.	0.93%	115,774	$3.1M
9	Hudson Capital Management LLC	0.85%	121,715	$3.3M
10	Signature Wealth Management Group	0.83%	81,363	$2.2M
11	Astoria Portfolio Advisors LLC.	0.66%	114,698	$3.1M
12	GFS Advisors, LLC	0.61%	63,562	$4.8M
13	Eagle Bluffs Wealth Management LLC	0.54%	51,525	$1.4M
14	Patten Group, Inc.	0.51%	108,548	$2.9M
15	Traub Capital Management LLC	0.47%	17,525	$472K
16	CONNING INC.	0.44%	490,000	$13.2M
17	Whipplewood Advisors, LLC	0.42%	29,733	$802K
18	CAPSTONE CAPITAL LLC	0.40%	23,261	$627K
19	Hyposwiss Advisors SA	0.26%	9,675	$261K
20	Delta Wealth Advisors LLC	0.24%	11,806	$318K
21	ANDERSON HOAGLAND & CO	0.20%	87,192	$2.4M
22	MONEY CONCEPTS CAPITAL CORP	0.19%	130,281	$3.5M
23	Cane Capital Partners, LLC	0.18%	15,341	$414K
24	Farrell Financial LLC	0.13%	8,040	$217K
25	Colorado Capital Management, Inc.	0.13%	12,590	—

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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BAB 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 BAB?

Slight buying edge — 53% buying: Last quarter: 85 funds bought or added vs 76 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 — 34% AUM from major funds: 20 of 182 holders rank in the top 100 by AUM, accounting for 34% 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?

70% of holders stayed for 2+ years: 127 out of 182 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

Buying streak — 1 quarter in a row

High ownership — 94% of 3.0Y peak

Stable — ownership unchanged year-over-year

Slight buying edge — 53% buying

More new buyers each quarter (+9 vs last Q)

70% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 69% of holders stayed 2+ years

Strong quality — 34% AUM from major funds

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 Q1)

Frequently Asked Questions — INVESCO EXCH TRADED FD TR II (BAB)

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