Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (CUT)

28 + Investors. Track Smart Money conviction in CUT. 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
41%

Smart Money Signals — CUT

Based on 29 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CUT 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 — 76% of 3.0Y peak

76% of all-time peak
29 funds currently hold this stock — 76% of the 3.0-year high of 38 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold CUT compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 41% buying

9 buying13 selling
Last quarter: 13 funds reduced or exited vs 9 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 3 → 4 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

76% of holders stayed for 2+ years

■ 76% conviction (2yr+) ■ 10% medium ■ 14% new
22 out of 29 hedge funds have held CUT 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 — ~4 new funds/quarter

4 → 5 → 3 → 4 → 4 new funds/Q
New funds entering each quarter: 5 → 3 → 4 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 77% veterans vs 20% newcomers

■ 77% veterans ■ 3% 1-2yr ■ 20% new
Entry-cohort mix of 30 holders: 23 (77%) are 2+ year veterans, 1 entered 1–2 years ago, and 6 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
11 of 29 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in CUT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — 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 — CUT

In 2026 Q2, 9 hedge funds were net buyers of CUT (4 opened a new position, 5 added to an existing one), while 13 reduced or exited (7 trimmed, 6 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. 68% of total institutional value in CUT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 29.

Hedge Fund Ownership: CUT

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

Market Analysis: CUT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CUT

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: CUT
2026 Q3 Stats Unlock in 31 days 28 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 28 31 -9.68%
13F Shares 405K 391K 3.75%
Total Value $10M $10M -1.19%
New Positions 4 4 -
Increased Positions 5 5 -
Closed Positions 7 2 +5
Reduced Positions 6 9 -3
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CUT

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Institutional Holders (2026 Q2)

28 + investors

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

QUARTER:
Top 25 CUT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Albion Financial Group /Ut 0.05% 28,795 $805K
2 Legacy Bridge, LLC 0.00% 539 $15K
3 Strategic Advocates LLC 0.00% 39 $1K
4 Valmark Advisers, Inc. 0.00% 12,563 $351K
5 Brown, Lisle/Cummings, INC. 0.00% 200 $6K
6 Bank of America Corp /de/ 0.00% 128,535 $3.6M
7 Trust Co of Vermont 0.00% 200 $6K
8 Citadel Advisors LLC 0.00% 53,829 $1.5M
9 Susquehanna International Group, LLP 0.00% 67,197 $1.9M
10 Integrated Wealth Concepts LLC 0.00% 878 $25K
11 IFP Advisors, Inc 0.00% 170 $5K
12 LPL Financial LLC 0.00% 12,122 $339K
13 Mather Group, LLC. 0.00% 281 $8K
14 Steward Partners Investment Advisory, LLC 0.00% 418 $12K
15 Morgan Stanley 0.00% 39,885 $1.1M
16 Harbour Investments, INC. 0.00% 154 $4K
17 Rockefeller Capital Management L.P. 0.00% 708 $20K
18 Osaic Holdings, INC. 0.00% 879 $25K
19 Citadel Advisors LLC 0.00% 9,000 $252K
20 Blair William & Co/Il 0.00% 300 $8K
21 Mercer Global Advisors Inc /Adv 0.00% 551 $15K
22 Jane Street Group, LLC 0.00% 8,095 $226K
23 Royal Bank of Canada 0.00% 2,062 $58K
24 UBS Group AG 0.00% 1,448 $40K
25 Northwestern Mutual Wealth Management Co 0.00% 225 $6K
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 (CUT)

What does the Smart Money Trend signal show for CUT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CUT 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 CUT?

More sellers than buyers — 41% buying: Last quarter: 13 funds reduced or exited vs 9 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CUT holders?

Elite ownership — 68% AUM from top-100 funds: 11 of 29 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in CUT. 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 CUT?

76% of holders stayed for 2+ years: 22 out of 29 hedge funds have held CUT 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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