Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (EQAL)

85 + Investors. Track Smart Money conviction in EQAL. 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
59%

Smart Money Signals — EQAL

Based on 86 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EQAL 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 (98% of max)

98% of all-time peak
86 hedge funds hold EQAL 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 — +5% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

41 buying28 selling
Last quarter: 41 funds bought or added vs 28 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 11 → 11 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 33% medium ■ 16% new
44 out of 86 hedge funds have held EQAL 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.
📊

Peak discovery — momentum slowing

10 → 17 → 11 → 11 → 8 new funds/Q
New funds entering each quarter: 17 → 11 → 11 → 8. EQAL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 55% veterans vs 23% newcomers

■ 55% veterans ■ 22% 1-2yr ■ 23% new
Entry-cohort mix of 86 holders: 47 (55%) are 2+ year veterans, 19 entered 1–2 years ago, and 20 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
15 of 86 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — EQAL

In 2026 Q1, 41 hedge funds were net buyers of EQAL (8 opened a new position, 33 added to an existing one), while 28 reduced or exited (22 trimmed, 6 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 86.

Hedge Fund Ownership: EQAL

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

Market Analysis: EQAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EQAL

-- --

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

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

Signal Freshness measures how much EQAL 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
EQAL
+6.2%
SPY
+13.9%

EQAL outperformed SPY by -7.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
EQAL
+2.7%
SPY
+0.2%

Since the filing became public, EQAL outperformed SPY by +2.5% .

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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: EQAL
85 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 85 84 1.19%
13F Shares 7M 7M 4.59%
Total Value $381M $359M 6.21%
New Positions 7 11 -4
Increased Positions 33 31 +2
Closed Positions 6 11 -5
Reduced Positions 22 17 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EQAL

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

85 + investors

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

QUARTER:
Top 25 EQAL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bingham Private Wealth, LLC 1.97% 45,125 $2.5M
2 Sykon Capital LLC 1.68% 91,732 $5.1M
3 Longview Financial Advisors, Inc. 1.48% 44,070 $2.4M
4 Lunt Capital Management, Inc. 0.98% 46,323 $2.6M
5 Shade Tree Advisors LLC 0.87% 22,008 $1.2M
6 Wick Capital Partners, LLC 0.83% 82,580 $4.6M
7 Friedenthal Financial 0.81% 29,319 $1.6M
8 Davis Investment Partners, LLC 0.69% 35,379 $1.9M
9 Carroll Advisory Group, LLC 0.64% 29,732 $1.6M
10 Up Strategic Wealth Investment Advisors LLC 0.35% 9,757 $563K
11 SFE Investment Counsel 0.24% 27,265 $1.5M
12 Stifel Financial Corp 0.24% 4,641,592 $255.8M
13 Diversified Management Inc 0.18% 18,778 $1.0M
14 Castleview Partners, LLC 0.15% 5,448 $300K
15 Geneos Wealth Management Inc. 0.13% 104,087 $5.7M
16 Breakwater Capital Group 0.12% 16,408 $904K
17 Rede Wealth, LLC 0.11% 5,406 $298K
18 Gilliland Jeter Wealth Management LLC 0.11% 6,452 $356K
19 Fielder Capital Group LLC 0.09% 7,815 $431K
20 Dodds Wealth, LLC 0.07% 5,093 $281K
21 Integris Wealth Management, LLC 0.07% 5,200 $287K
22 Retirement Income Solutions, Inc 0.06% 6,172 $340K
23 Cornerstone Advisors Asset Management, LLC 0.06% 6,659 $367K
24 Arkadios Wealth Advisors 0.05% 50,390 $2.8M
25 Lodestone Wealth Management LLC 0.03% 1,538 $85K
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 (EQAL)

What does the Smart Money Trend signal show for EQAL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EQAL 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 EQAL?

Slight buying edge — 59% buying: Last quarter: 41 funds bought or added vs 28 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 EQAL holders?

Smaller funds dominant — 17% AUM from top-100: 15 of 86 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EQAL?

51% of holders stayed for 2+ years: 44 out of 86 hedge funds have held EQAL 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 (EQAL) following the 2026 Q1 hedge fund 13F filings?

As of today, EQAL has moved +2.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.5%. Since the quarter end (March 31, 2026), EQAL has gained +6.2% 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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