Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (EELV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
4Q ▲
Buyers last Q
52%

Smart Money Signals — EELV

Based on 123 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
123 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 — +17% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

60 buying55 selling
Last quarter: 60 funds bought or added vs 55 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 — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 15 → 17 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 21% medium ■ 20% new
73 out of 123 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.
📈

Growing discovery — still being found

10 → 12 → 15 → 17 → 16 new funds/Q
New funds entering each quarter: 12 → 15 → 17 → 16. A growing number of institutions are discovering EELV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 24% newcomers

■ 64% veterans ■ 12% 1-2yr ■ 24% new
Entry-cohort mix of 123 holders: 79 (64%) are 2+ year veterans, 15 entered 1–2 years ago, and 29 (24%) 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
20 of 123 holders are among the 100 largest funds by AUM, controlling 68% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — EELV

In 2026 Q1, 60 hedge funds were net buyers of EELV (16 opened a new position, 44 added to an existing one), while 55 reduced or exited (42 trimmed, 13 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 68% of total institutional value in EELV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 123.

Hedge Fund Ownership: EELV

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

Market Analysis: EELV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EELV

-- --

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

Is It Too Late to Buy Invesco Exch Traded Fd Tr II (EELV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EELV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
EELV
+2.3%
SPY
+13.9%

EELV outperformed SPY by -11.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
EELV
+1.1%
SPY
+0.2%

Since the filing became public, EELV outperformed SPY by +0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: EELV
121 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 121 120 0.83%
13F Shares 12M 14M -14.48%
Total Value $333M $428M -22.22%
New Positions 16 17 -1
Increased Positions 42 43 -1
Closed Positions 15 10 +5
Reduced Positions 42 40 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EELV

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Institutional Holders (2026 Q1)

121 + investors

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

QUARTER:
Top 25 EELV holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Ipsen Advisor Group LLC 1.10% 56,231 $1.6M
7 Choice Wealth Advisors LLC 1.05% 95,214 $2.7M
8 Purpose Unlimited Inc. 0.67% 576,176 $16.2M
9 Brio Consultants, LLC 0.52% 147,753 $4.3M
10 Fermata Advisors, LLC 0.48% 76,702 $2.2M
11 Revisor Wealth Management LLC 0.36% 46,071 $1.3M
12 Riverchase Wealth Management, LLC 0.36% 24,303 $682K
13 First Heartland Consultants, Inc. 0.32% 146,796 $4.1M
14 Lunt Capital Management, Inc. 0.31% 28,640 $804K
15 Manske Wealth Management 0.29% 37,109 $1.0M
16 Bulwark Capital Corp 0.26% 15,151 $425K
17 Lake Street Private Wealth, LLC 0.26% 73,096 $2.1M
18 Navigation Group, LLC 0.25% 38,078 $1.1M
19 Colonial River Investments, LLC 0.23% 23,008 $646K
20 Balanced Wealth Group LLC 0.23% 22,983 $645K
21 Collier Financial 0.21% 9,912 $278K
22 OMNI 360 Wealth, Inc. 0.17% 11,980 $336K
23 Atlas Legacy Advisors, LLC 0.16% 31,815 $893K
24 Modern Wealth Management, LLC 0.14% 293,696 $8.3M
25 High Net Worth Advisory Group LLC 0.13% 20,000 $562K
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 — 4 quarters in a row: For 4 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 — 52% buying: Last quarter: 60 funds bought or added vs 55 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 — 68% AUM from top-100 funds: 20 of 123 holders are among the 100 largest funds by AUM, controlling 68% 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?

59% of holders stayed for 2+ years: 73 out of 123 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.

Is it too late to buy Invesco Exch Traded Fd Tr II (EELV) following the 2026 Q1 hedge fund 13F filings?

As of today, EELV has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), EELV has gained +2.3% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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