Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCHANGE TRADED FD T (EQWL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
11Q ▲
Buyers last Q
72%

Smart Money Signals — EQWL

Based on 169 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added EQWL 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
169 hedge funds hold EQWL 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.
🚀

Fast accumulation — +48% more funds vs a year ago

fund count last 6Q
+55 new funds entered over the past year (+48% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 72% buying

112 buying44 selling
Last quarter: 112 funds were net buyers (31 opened a brand new position + 81 added to an existing one). Only 44 were sellers (29 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~31 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 29 → 26 → 31. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 33% new

35% conviction (2yr+) 32% medium 33% new
Of the 169 current holders: 59 (35%) held >2 years, 54 held 1–2 years, and 56 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

20 → 16 → 29 → 26 → 31 new funds/Q
New funds entering each quarter: 16 → 29 → 26 → 31. A growing number of institutions are discovering EQWL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 34% veterans, 46% new entrants

34% veterans 21% 1-2yr 46% new
Of 169 current holders: 57 (34%) held 2+ years, 35 held 1–2 years, 77 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
15 of 169 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in EQWL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Hedge Fund Ownership: EQWL

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

Market Analysis: EQWL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EQWL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 5 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: EQWL
2026 Q1 Stats Unlock in 20 days 169 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 169 153 10.46%
13F Shares 10M 8M 18.42%
Total Value $1.15B $946M 21.53%
New Positions 31 26 +5
Increased Positions 81 72 +9
Closed Positions 15 13 +2
Reduced Positions 29 29 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EQWL

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

169 + investors

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

Top 25 institutional holders of EQWL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Altus Wealth Management, LLC 15.81% 308,732 $35.6M
2 Bond & Devick Financial Network, Inc. 10.01% 311,446 $35.9M
3 Fiduciary Planning LLC 4.72% 135,550 $15.6M
4 Prentice Wealth Management LLC 3.61% 138,942 $16.0M
5 Argent Advisors, Inc. 2.94% 93,309 $10.8M
6 Able Wealth Management LLC 1.91% 61,864 $7.1M
7 CONSCIOUS WEALTH INVESTMENTS, LLC 1.89% 28,202 $3.4M
8 KPP Advisory Services LLC 1.71% 102,185 $11.8M
9 PCG Wealth Advisors, LLC 1.38% 47,235 $5.4M
10 FORONJY FINANCIAL LLC 0.76% 15,957 $1.8M
11 YHB Investment Advisors, Inc. 0.65% 78,526 $9.0M
12 Michels Family Financial, LLC 0.49% 5,891 $679K
13 FIFTH THIRD SECURITIES, INC. 0.39% 52,506 $6.1M
14 Nova Wealth Management, Inc. 0.38% 5,004 $577K
15 Wealth Enhancement Trust Services, Inc. 0.26% 18,734 $2.2M
16 BALANCED WEALTH GROUP LLC 0.25% 6,017 $693K
17 Sovereign Financial Group, Inc. 0.24% 12,018 $1.4M
18 QTR Family Wealth, LLC 0.23% 4,680 $561K
19 Glass Jacobson Investment Advisors llc 0.19% 4,734 $545K
20 PERRYMAN FINANCIAL ADVISORY INC /AD 0.17% 9,987 $1.2M
21 Winthrop Capital Management, LLC 0.16% 5,417
22 Harbor Asset Planning, Inc. 0.16% 1,650 $190K
23 Private Advisor Group, LLC 0.14% 260,206 $30.0M
24 Steele Capital Management, Inc. 0.13% 26,679 $3.1M
25 CREATIVE FINANCIAL DESIGNS INC /ADV 0.13% 18,129 $2.1M
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 EXCHANGE TRADED FD T (EQWL)

What does the Smart Money Trend signal show for EQWL?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added EQWL 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 EQWL?

More buyers than sellers — 72% buying: Last quarter: 112 funds were net buyers (31 opened a brand new position + 81 added to an existing one). Only 44 were sellers (29 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EQWL holders?

Elite ownership — 42% AUM from top-100 funds: 15 of 169 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in EQWL. 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 EQWL?

Mixed — 35% long-term, 33% new: Of the 169 current holders: 59 (35%) held >2 years, 54 held 1–2 years, and 56 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.