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

INVESCO EXCH TRADED FD TR II (EELV)

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

Smart Money Signals — EELV

Based on 114 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added EELV 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

114 hedge funds hold EELV 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 — +10% more funds vs a year ago

fund count last 6Q

+10 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 55% buying

58 buying47 selling

Last quarter: 58 funds bought or added vs 47 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 — ~17 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 12 → 13 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new

71 out of 114 hedge funds have held EELV 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.

💰

Value +46% but shares only +27% — price-driven

Value

+45%

+27%

Last quarter: the total dollar value of institutional holdings rose +46%, but actual share count only changed +27%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

12 → 9 → 12 → 13 → 17 new funds/Q

New funds entering each quarter: 9 → 12 → 13 → 17. A growing number of institutions are discovering EELV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 13% 1-2yr ■ 24% new

Of 114 current holders: 72 (63%) 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 — 72% AUM from top-100 funds

72% from top-100 AUM funds

17 of 114 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in EELV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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	114	107	6.54%
13F Shares	14M	11M	27.46%
Total Value	$422M	$289M	45.75%
New Positions	17	13	+4
Increased Positions	41	50	-9
Closed Positions	10	10	-
Reduced Positions	37	24	+13
Total Calls	0	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

114

107

6.54%

13F Shares

14M

11M

27.46%

Total Value

$422M

$289M

45.75%

New Positions

Increased Positions

-9

Closed Positions

Reduced Positions

+13

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

114 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EELV. 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 EELV — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	LWM Advisory Services, LLC	3.77%	125,658	$3.5M
2	Antonelli Financial Advisors, LLC	2.82%	145,396	$4.1M
3	Israel Discount Bank of New York	2.46%	39,875	$1.1M
4	RAINEY & RANDALL WEALTH ADVISORS INC.	1.62%	355,431	$10.0M
5	BKM Wealth Management, LLC	1.12%	108,814	$3.1M
6	Choice Wealth Advisors LLC	1.05%	95,214	$2.7M
7	Fermata Advisors, LLC	0.48%	76,702	$2.2M
8	Revisor Wealth Management LLC	0.36%	46,071	$1.3M
9	RIVERCHASE WEALTH MANAGEMENT, LLC	0.36%	24,303	$682K
10	First Heartland Consultants, Inc.	0.32%	146,796	$4.1M
11	Manske Wealth Management	0.29%	37,109	$1.0M
12	Bulwark Capital Corp	0.26%	15,151	$425K
13	LAKE STREET PRIVATE WEALTH, LLC	0.26%	73,096	$2.1M
14	Colonial River Investments, LLC	0.23%	23,008	$646K
15	BALANCED WEALTH GROUP LLC	0.23%	22,983	$645K
16	OMNI 360 Wealth, Inc.	0.17%	11,980	$336K
17	High Net Worth Advisory Group LLC	0.13%	20,000	$562K
18	Shore Point Advisors, LLC	0.08%	7,395	$208K
19	LPWM LLC	0.08%	11,527	$324K
20	Patten Group, Inc.	0.06%	11,377	$319K
21	Ayalon Insurance Comp Ltd.	0.05%	9,047	—
22	BURKETT FINANCIAL SERVICES, LLC	0.05%	4,839	$136K
23	CREATIVE FINANCIAL DESIGNS INC /ADV	0.03%	17,381	$488K
24	RFG Advisory, LLC	0.01%	27,681	$777K
25	FLAGSHIP HARBOR ADVISORS, LLC	0.01%	9,705	$273K

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 (EELV)

What does the Smart Money Trend signal show for EELV?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added EELV 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 EELV?

Slight buying edge — 55% buying: Last quarter: 58 funds bought or added vs 47 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 EELV holders?

Elite ownership — 72% AUM from top-100 funds: 17 of 114 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in EELV. 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 EELV?

62% of holders stayed for 2+ years: 71 out of 114 hedge funds have held EELV 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 (EELV)

Smart Money Signals — EELV

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +10% more funds vs a year ago

Slight buying edge — 55% buying

Steady new buyers — ~17 new funds per quarter

62% of holders stayed for 2+ years

Value +46% but shares only +27% — price-driven

Growing discovery — still being found

Deep conviction — 63% of holders stayed 2+ years

Elite ownership — 72% AUM from top-100 funds

Hedge Fund Ownership: EELV

Market Analysis: EELV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EELV

Hedge Fund Positioning: EELV

Statistics: EELV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

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

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