EELV Hedge Fund Ownership (Q2 2026)

Invesco Exch Traded Fd Tr II (EELV)

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

Smart Money Signals — EELV

Based on 122 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 EELV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (99% of max)

99% of all-time peak

122 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 — +12% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 48% buying

61 buying65 selling

Last quarter: 65 funds reduced or exited vs 61 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 — ~21 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 15 → 17 → 16 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 17% medium ■ 21% new

75 out of 122 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

13 → 15 → 17 → 16 → 21 new funds/Q

New funds entering each quarter: 15 → 17 → 16 → 21. A growing number of institutions are discovering EELV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 65% veterans vs 23% newcomers

■ 65% veterans ■ 12% 1-2yr ■ 23% new

Entry-cohort mix of 122 holders: 79 (65%) are 2+ year veterans, 15 entered 1–2 years ago, and 28 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds

21 of 122 holders are among the 100 largest funds by AUM, controlling 66% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	122	123	-0.81%
13F Shares	12M	12M	-3.14%
Total Value	$320M	$334M	-4.35%
New Positions	21	16	+5
Increased Positions	40	44	-4
Closed Positions	22	13	+9
Reduced Positions	43	42	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

122

123

-0.81%

13F Shares

12M

-3.14%

Total Value

$320M

$334M

-4.35%

New Positions

Increased Positions

-4

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

122 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 EELV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Antonelli Financial Advisors, LLC	2.65%	138,871	$3.9M
2	Israel Discount Bank of New York	2.58%	50,181	$1.4M
3	Rainey & Randall Wealth Advisors INC.	1.42%	356,683	$9.9M
4	LWM Advisory Services, LLC	1.41%	28,511	$793K
5	BKM Wealth Management, LLC	1.15%	116,580	$3.2M
6	Ipsen Advisor Group LLC	1.03%	57,742	$1.6M
7	Choice Wealth Advisors LLC	0.87%	89,674	$2.5M
8	Purpose Unlimited Inc.	0.68%	632,567	$17.7M
9	Medallion Wealth Advisors, LLC	0.51%	27,113	$1.6M
10	Brio Consultants, LLC	0.48%	146,521	$4.1M
11	First Heartland Consultants, Inc.	0.47%	263,347	$7.3M
12	Fermata Advisors, LLC	0.47%	83,630	$2.3M
13	Riverchase Wealth Management, LLC	0.31%	24,303	$676K
14	Manske Wealth Management	0.28%	40,664	$1.1M
15	Revisor Wealth Management LLC	0.26%	39,282	$1.1M
16	Lake Street Private Wealth, LLC	0.24%	76,133	$2.1M
17	Navigation Group, LLC	0.21%	38,075	$1.1M
18	Balanced Wealth Group LLC	0.21%	23,341	$649K
19	Collier Financial	0.18%	9,273	$258K
20	OMNI 360 Wealth, Inc.	0.16%	12,092	$336K
21	Colonial River Investments, LLC	0.15%	18,728	$521K
22	Atlas Legacy Advisors, LLC	0.13%	32,081	$892K
23	High Net Worth Advisory Group LLC	0.12%	20,000	$556K
24	Investmark Advisory Group LLC	0.08%	7,484	$208K
25	Certuity, LLC	0.08%	56,286	$1.6M

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?

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

More sellers than buyers — 48% buying: Last quarter: 65 funds reduced or exited vs 61 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 EELV holders?

Elite ownership — 66% AUM from top-100 funds: 21 of 122 holders are among the 100 largest funds by AUM, controlling 66% 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?

61% of holders stayed for 2+ years: 75 out of 122 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

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

Steady growth — +12% more funds vs a year ago

More sellers than buyers — 48% buying

Steady new buyers — ~21 new funds per quarter

61% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 65% veterans vs 23% newcomers

Elite ownership — 66% AUM from top-100 funds

Institutional Sentiment Summary — EELV

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 Q2)

Frequently Asked Questions — Invesco Exch Traded Fd Tr II (EELV)

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