Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (EQAL)

95 + 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
↑ +10
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — EQAL

Based on 96 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak
96 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 — +8% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

50 buying32 selling
Last quarter: 50 funds were net buyers (18 opened a brand new position + 32 added to an existing one). Only 32 were sellers (24 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new EQAL position: 11 → 11 → 8 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 29% medium ■ 21% new
48 out of 96 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.
📈

Growing discovery — still being found

18 → 11 → 11 → 8 → 18 new funds/Q
New funds entering each quarter: 11 → 11 → 8 → 18. A growing number of institutions are discovering EQAL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 54% veterans vs 22% newcomers

■ 54% veterans ■ 24% 1-2yr ■ 22% new
Entry-cohort mix of 96 holders: 52 (54%) are 2+ year veterans, 23 entered 1–2 years ago, and 21 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 84% AUM from top-100 funds

84% from top-100 AUM funds
15 of 95 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in EQAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — EQAL

In 2026 Q2, 50 hedge funds were net buyers of EQAL (18 opened a new position, 32 added to an existing one), while 32 reduced or exited (24 trimmed, 8 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 84% of total institutional value in EQAL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 96.

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

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: EQAL
95 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 95 86 10.47%
13F Shares 7M 7M 1.44%
Total Value $417M $381M 9.4%
New Positions 18 8 +10
Increased Positions 32 33 -1
Closed Positions 8 6 +2
Reduced Positions 24 22 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EQAL

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Institutional Holders (2026 Q2)

95 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bingham Private Wealth, LLC 1.94% 47,694 $2.8M
2 Longview Financial Advisors, Inc. 1.53% 44,074 $2.6M
3 Lunt Capital Management, Inc. 1.04% 48,007 $2.8M
4 Friedenthal Financial 0.80% 29,344 $1.7M
5 Shade Tree Advisors LLC 0.76% 22,008 $1.3M
6 Wick Capital Partners, LLC 0.68% 76,086 $4.5M
7 Davis Investment Partners, LLC 0.63% 35,187 $2.1M
8 Carroll Advisory Group, LLC 0.58% 29,732 $1.8M
9 Everest Private Wealth 0.38% 16,993 $1.0M
10 Up Strategic Wealth Investment Advisors LLC 0.35% 9,757 $590K
11 Diversified Management Inc 0.24% 18,857 $1.1M
12 Stifel Financial Corp 0.23% 4,627,456 $274.2M
13 SFE Investment Counsel 0.21% 26,829 $1.6M
14 Sykon Capital LLC 0.17% 9,468 $561K
15 Geneos Wealth Management Inc. 0.15% 125,102 $7.4M
16 Castleview Partners, LLC 0.15% 5,620 $333K
17 Breakwater Capital Group 0.13% 18,538 $1.1M
18 Rede Wealth, LLC 0.11% 5,386 $319K
19 Pinnacle Family Advisors, LLC 0.10% 4,220 $250K
20 Gilliland Jeter Wealth Management LLC 0.10% 6,476 $384K
21 Fielder Capital Group LLC 0.10% 7,815 $463K
22 Westshore Wealth, LLC 0.07% 4,072 $241K
23 Fiduciary Financial Advisors 0.07% 11,291 $669K
24 Dodds Wealth, LLC 0.07% 5,093 $302K
25 Integris Wealth Management, LLC 0.06% 5,200 $308K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

More buyers than sellers — 61% buying: Last quarter: 50 funds were net buyers (18 opened a brand new position + 32 added to an existing one). Only 32 were sellers (24 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EQAL holders?

Elite ownership — 84% AUM from top-100 funds: 15 of 95 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in EQAL. 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 EQAL?

50% of holders stayed for 2+ years: 48 out of 96 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.

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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