Invesco Exchange Traded Fd T (EQWL): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Invesco Exchange Traded Fd T (EQWL) following the 2026 Q1 hedge fund 13F filings?

As of today, EQWL has moved +5.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +3.2%. Since the quarter end (March 31, 2026), EQWL gained +13.2% vs +15.9% 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.

Invesco Exchange Traded Fd T (EQWL)

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

Smart Money Signals — EQWL

Based on 184 hedge funds · latest filing: 2026 Q1 · 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

184 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 — +51% more funds vs a year ago

fund count last 6Q

+62 new funds entered over the past year (+51% 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 — 70% buying

119 buying51 selling

Last quarter: 119 funds were net buyers (26 opened a brand new position + 93 added to an existing one). Only 51 were sellers (35 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 31 → 28 → 31 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 30% medium ■ 30% new

73 out of 184 hedge funds have held EQWL 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.

➡️

Steady discovery — ~26 new funds/quarter

17 → 31 → 28 → 31 → 26 new funds/Q

New funds entering each quarter: 31 → 28 → 31 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 42% of holders stayed 2+ years

■ 42% veterans ■ 16% 1-2yr ■ 42% new

Of 186 current holders: 78 (42%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds

17 of 184 holders are among the 100 largest funds by AUM, controlling 49% 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.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	184	174	5.75%
13F Shares	12M	10M	18.63%
Total Value	$1.27B	$1.15B	10.38%
New Positions	26	31	-5
Increased Positions	93	83	+10
Closed Positions	16	16	-
Reduced Positions	35	29	+6
Total Calls	1	0	100%
Total Puts	1	0	100%
PUT/CALL Ratio	1.0	0.0	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

184

174

5.75%

13F Shares

12M

10M

18.63%

Total Value

$1.27B

$1.15B

10.38%

New Positions

-5

Increased Positions

+10

Closed Positions

Reduced Positions

Total Calls

100%

Total Puts

100%

PUT/CALL Ratio

1.0

0.0

Neutral

Institutional Holders (2026 Q1)

184 + investors

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

QUARTER:

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

Top 25 EQWL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Reicon Wealth Advisors, LLC	30.32%	346,724	$40.0M
2	Altus Wealth Management, LLC	15.81%	308,732	$35.6M
3	RFP Financial Group LLC	11.55%	184,357	$21.2M
4	Bond & Devick Financial Network, Inc.	10.01%	311,446	$35.9M
5	Fiduciary Planning LLC	4.72%	135,550	$15.6M
6	Cm Wealth Advisors LLC	3.71%	151,136	$17.4M
7	Prentice Wealth Management LLC	3.61%	138,942	$16.0M
8	Forza Wealth Management, LLC	3.16%	78,706	$9.1M
9	Argent Advisors, Inc.	2.94%	93,309	$10.8M
10	Highview Capital Management LLC/DE/	2.13%	50,914	$5.9M
11	Able Wealth Management LLC	1.91%	61,864	$7.1M
12	Conscious Wealth Investments, LLC	1.89%	28,202	$3.4M
13	KPP Advisory Services LLC	1.71%	102,185	$11.8M
14	PCG Wealth Advisors, LLC	1.38%	47,235	$5.4M
15	Goodwin Investment Advisory	1.25%	9,144	$1.1M
16	CoreFirst Bank & Trust	1.09%	17,866	$2.1M
17	REDW Wealth LLC	1.03%	22,466	$2.6M
18	National Wealth Management Group, LLC	1.00%	23,200	$2.7M
19	Beck Capital Management, LLC	0.98%	37,214	$4.3M
20	Foronjy Financial LLC	0.76%	15,957	$1.8M
21	YHB Investment Advisors, Inc.	0.65%	78,526	$9.0M
22	Rothschild Wealth LLC	0.57%	54,281	$6.3M
23	Michels Family Financial, LLC	0.49%	5,891	$679K
24	Fifth Third Securities, INC.	0.39%	52,506	$6.1M
25	Nova Wealth Management, Inc.	0.38%	5,004	$577K

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 — 70% buying: Last quarter: 119 funds were net buyers (26 opened a brand new position + 93 added to an existing one). Only 51 were sellers (35 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EQWL holders?

Elite ownership — 49% AUM from top-100 funds: 17 of 184 holders are among the 100 largest funds by AUM, controlling 49% 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?

40% of holders stayed for 2+ years: 73 out of 184 hedge funds have held EQWL 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 Exchange Traded Fd T (EQWL) following the 2026 Q1 hedge fund 13F filings?

As of today, EQWL has moved +5.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +3.2%. Since the quarter end (March 31, 2026), EQWL has gained +13.2% vs +15.9% 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.

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Invesco Exchange Traded Fd T (EQWL)

Smart Money Signals — EQWL

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +51% more funds vs a year ago

More buyers than sellers — 70% buying

Steady new buyers — ~26 new funds per quarter

40% of holders stayed for 2+ years

Steady discovery — ~26 new funds/quarter

Deep conviction — 42% of holders stayed 2+ years

Elite ownership — 49% AUM from top-100 funds

Institutional Sentiment Summary — EQWL

Hedge Fund Ownership: EQWL

Market Analysis: EQWL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EQWL

Is It Too Late to Buy Invesco Exchange Traded Fd T (EQWL) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: EQWL

Statistics: EQWL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Invesco Exchange Traded Fd T (EQWL)

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