Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (CGW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — CGW

Based on 216 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CGW 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
216 hedge funds hold CGW 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
+15 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.
🟡

Slight buying edge — 54% buying

85 buying73 selling
Last quarter: 85 funds bought or added vs 73 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 (+13 vs last Q)

new funds entering per quarter
Funds opening a new CGW position: 19 → 30 → 25 → 38. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 19% medium ■ 23% new
126 out of 216 hedge funds have held CGW 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

29 → 19 → 30 → 25 → 38 new funds/Q
New funds entering each quarter: 19 → 30 → 25 → 38. A growing number of institutions are discovering CGW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 26% newcomers

■ 61% veterans ■ 12% 1-2yr ■ 26% new
Entry-cohort mix of 216 holders: 132 (61%) are 2+ year veterans, 27 entered 1–2 years ago, and 57 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
23 of 216 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in CGW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — CGW

In 2026 Q2, 85 hedge funds were net buyers of CGW (38 opened a new position, 47 added to an existing one), while 73 reduced or exited (51 trimmed, 22 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 43% of total institutional value in CGW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 216.

Hedge Fund Ownership: CGW

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

Market Analysis: CGW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CGW

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: CGW
215 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 215 200 7.5%
13F Shares 7M 6M 5.73%
Total Value $440M $402M 9.59%
New Positions 37 25 +12
Increased Positions 47 61 -14
Closed Positions 22 30 -8
Reduced Positions 51 42 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CGW

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Institutional Holders (2026 Q2)

215 + investors

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

QUARTER:
Top 25 CGW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Conservest Capital Advisors, Inc. 2.67% 510,148 $33.5M
2 Baron Financial Group, LLC 2.59% 82,725 $5.4M
3 TriCert Investment Counsel Inc. 2.11% 344,081 $22.6M
4 Weatherly Asset Management L. P. 1.88% 400,837 $26.3M
5 Addison Advisors LLC 1.33% 42,997 $2.8M
6 Fca Corp /Tx 0.88% 54,537 $3.6M
7 1 North Wealth Services LLC 0.69% 32,299 $2.1M
8 Comprehensive Money Management Services LLC 0.66% 15,851 $1.0M
9 Widmann Financial Services, Inc. 0.60% 17,161 $1.1M
10 Wealth Advisory Team LLC 0.56% 10,443 $686K
11 Lynx Investment Advisory 0.55% 25,625 $1.7M
12 Balanced Rock Investment Advisors LLC 0.52% 12,634 $830K
13 Nalls Sherbakoff Group, LLC 0.37% 7,849 $502K
14 Allodium Investment Consultants, LLC 0.36% 13,068 $859K
15 Prism Advisors, Inc. 0.34% 20,990 $1.4M
16 Phoenix Wealth Advisors 0.33% 14,770 $971K
17 TPG Advisors LLC 0.27% 7,473 $491K
18 LFA - Lugano Financial Advisors SA 0.20% 4,994 $328K
19 LGT Financial Advisors LLC 0.17% 500 $33K
20 Beta Wealth Group, Inc. 0.17% 6,966 $458K
21 Lantern Wealth Advisors, LLC 0.15% 5,100 $335K
22 Clifford Group, LLC 0.14% 3,188 $210K
23 Koss-Olinger Consulting, LLC 0.14% 28,393 $1.9M
24 Cambria Investment Management, L.P. 0.12% 36,639 $2.4M
25 Hilltop Holdings Inc. 0.12% 22,714 $1.5M
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 (CGW)

What does the Smart Money Trend signal show for CGW?

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

Slight buying edge — 54% buying: Last quarter: 85 funds bought or added vs 73 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 CGW holders?

Elite ownership — 43% AUM from top-100 funds: 23 of 216 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in CGW. 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 CGW?

58% of holders stayed for 2+ years: 126 out of 216 hedge funds have held CGW 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.

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