Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (CGW)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — CGW

Based on 194 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 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
194 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 — +8% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

90 buying65 selling
Last quarter: 90 funds bought or added vs 65 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 (+12 vs last Q)

new funds entering per quarter
Funds opening a new CGW position: 14 → 28 → 17 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 22% medium 18% new
117 out of 194 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.
➡️

Steady discovery — ~29 new funds/quarter

23 → 14 → 28 → 17 → 29 new funds/Q
New funds entering each quarter: 14 → 28 → 17 → 29. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

62% veterans 14% 1-2yr 24% new
Of 194 current holders: 120 (62%) 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.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
16 of 194 holders are among the 100 largest funds by AUM, controlling 41% 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: CGW
2026 Q1 Stats Unlock in 20 days 194 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 194 187 3.74%
13F Shares 6M 6M -6.4%
Total Value $375M $408M -8.15%
New Positions 29 17 +12
Increased Positions 61 53 +8
Closed Positions 22 18 +4
Reduced Positions 43 41 +2
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 Q1)

194 + investors

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

Top 25 institutional holders of CGW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Baron Financial Group, LLC 2.87% 83,237 $5.3M
2 WEATHERLY ASSET MANAGEMENT L. P. 2.08% 402,922 $25.8M
3 Lynx Investment Advisory 0.79% 25,903 $1.7M
4 Comprehensive Money Management Services LLC 0.66% 15,851 $1.0M
5 Allodium Investment Consultants, LLC 0.49% 15,884 $1.0M
6 Phoenix Wealth Advisors 0.37% 14,718 $941K
7 Prism Advisors, Inc. 0.36% 20,991 $1.3M
8 TPG Advisors LLC 0.28% 7,095 $454K
9 LGT Financial Advisors LLC 0.16% 500 $32K
10 Key Client Fiduciary Advisors, LLC 0.13% 6,146 $393K
11 Meramec Financial Planners, LLC 0.12% 4,502 $296K
12 CREATIVE FINANCIAL DESIGNS INC /ADV 0.11% 29,378 $1.9M
13 GRIMES & Co WEALTH MANAGEMENT, LLC 0.10% 57,468 $3.7M
14 MERIDIAN INVESTMENT COUNSEL INC. 0.09% 5,900 $377K
15 Castle Rock Wealth Management, LLC 0.07% 5,197 $335K
16 Wealthcare Advisory Partners LLC 0.05% 37,304 $2.4M
17 Longview Financial Advisors LLC 0.04% 1,070 $68K
18 Trust Point Inc. 0.03% 5,612 $359K
19 United Community Bank 0.03% 1,275 $82K
20 Accurate Wealth Management, LLC 0.03% 3,260 $218K
21 Vermillion Wealth Management, Inc. 0.03% 1,025 $66K
22 Washington Trust Advisors, Inc. 0.02% 4,679 $299K
23 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.02% 5,634 $360K
24 New England Capital Financial Advisors LLC 0.02% 973 $62K
25 Apella Capital, LLC 0.02% 16,067 $1.1M
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 — 58% buying: Last quarter: 90 funds bought or added vs 65 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 — 41% AUM from top-100 funds: 16 of 194 holders are among the 100 largest funds by AUM, controlling 41% 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?

60% of holders stayed for 2+ years: 117 out of 194 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.