Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (ERTH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
45%

Smart Money Signals — ERTH

Based on 85 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added ERTH 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.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
85 funds currently hold this stock — 94% of the 3.0-year high of 90 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ERTH is almost the same as a year ago (+1 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

24 buying29 selling
Last quarter: 29 funds reduced or exited vs 24 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 — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 9 → 12 → 9. 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+) ■ 22% medium ■ 16% new
52 out of 85 hedge funds have held ERTH 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 — ~9 new funds/quarter

4 → 6 → 9 → 12 → 9 new funds/Q
New funds entering each quarter: 6 → 9 → 12 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 20% 1-2yr ■ 20% new
Of 85 current holders: 51 (60%) 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 — 68% AUM from top-100 funds

68% from top-100 AUM funds
17 of 85 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in ERTH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — ERTH

In 2026 Q1, 24 hedge funds were net buyers of ERTH (9 opened a new position, 15 added to an existing one), while 29 reduced or exited (21 trimmed, 8 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 68% of total institutional value in ERTH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 85.

Hedge Fund Ownership: ERTH

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

Market Analysis: ERTH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ERTH

-- --

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

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

Signal Freshness measures how much ERTH 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 · 78d ago
ERTH
+3.0%
SPY
+15.9%

ERTH outperformed SPY by -12.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
ERTH
-2.0%
SPY
+2.0%

Since the filing became public, ERTH outperformed SPY by -4.0% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: ERTH
83 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 83 84 -1.19%
13F Shares 631K 625K 0.97%
Total Value $29M $30M -2.57%
New Positions 9 12 -3
Increased Positions 15 17 -2
Closed Positions 10 9 +1
Reduced Positions 21 21 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ERTH

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

83 + investors

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

QUARTER:
Top 25 ERTH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Millstone Evans Group, LLC 0.11% 3,950 $187K
2 Altfest L J & Co Inc 0.10% 19,908 $944K
3 WHI TRUST Co LLC 0.07% 1,842 $87K
4 WealthCollab, LLC 0.04% 2,238 $106K
5 Townsend Asset Management Corp /Nc/ /Adv 0.03% 1,463 $69K
6 Hoertkorn Richard Charles 0.02% 448 $21K
7 Global Assets Advisory, LLC 0.01% 1,000 $47K
8 Perigon Wealth Management, LLC 0.01% 15,383 $729K
9 Indiana Trust & Investment Management Co 0.01% 870 $41K
10 PFG Investments, LLC 0.01% 5,699 $270K
11 Kcm Investment Advisors LLC 0.01% 7,652 $363K
12 Albion Financial Group /Ut 0.01% 3,556 $169K
13 Piscataqua Savings Bank 0.01% 200 $9K
14 WealthShield Partners, LLC 0.00% 930 $44K
15 Flagship Wealth Advisors, LLC 0.00% 223 $9K
16 National Philanthropic Trust 0.00% 5,341 $211K
17 Moneta Group Investment Advisors LLC 0.00% 11,230 $532K
18 Basepoint Wealth LLC 0.00% 97 $5K
19 Howe & Rusling Inc 0.00% 631 $30K
20 Rossby Financial, LCC 0.00% 161 $8K
21 McMillan Office, Inc. 0.00% 245 $12K
22 AlphaCore Capital LLC 0.00% 1,306 $62K
23 Coston, McIsaac & Partners 0.00% 130 $6K
24 Stifel Financial Corp 0.00% 28,996 $1.4M
25 Kestra Advisory Services, LLC 0.00% 7,031 $333K
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 (ERTH)

What does the Smart Money Trend signal show for ERTH?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added ERTH 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 ERTH?

More sellers than buyers — 45% buying: Last quarter: 29 funds reduced or exited vs 24 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 ERTH holders?

Elite ownership — 68% AUM from top-100 funds: 17 of 85 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in ERTH. 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 ERTH?

61% of holders stayed for 2+ years: 52 out of 85 hedge funds have held ERTH 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 (ERTH) following the 2026 Q1 hedge fund 13F filings?

As of today, ERTH has moved -2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -4.0%. Since the quarter end (March 31, 2026), ERTH has gained +3.0% 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.

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.

Full history →