Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (ERTH)

82 + Investors. Track Smart Money conviction in ERTH. 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
↓ -3
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — ERTH

Based on 82 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ERTH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
82 funds currently hold this stock — 90% of the 3.0-year high of 91 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.
🟡

Slight buying edge — 51% buying

29 buying28 selling
Last quarter: 29 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: 9 → 12 → 9 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
51 out of 82 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.
📊

Peak discovery — momentum slowing

6 → 9 → 12 → 9 → 8 new funds/Q
New funds entering each quarter: 9 → 12 → 9 → 8. ERTH 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 — 63% veterans vs 17% newcomers

■ 63% veterans ■ 20% 1-2yr ■ 17% new
Entry-cohort mix of 82 holders: 52 (63%) are 2+ year veterans, 16 entered 1–2 years ago, and 14 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
17 of 82 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.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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 Q2, 29 hedge funds were net buyers of ERTH (8 opened a new position, 21 added to an existing one), while 28 reduced or exited (17 trimmed, 11 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 68% of total institutional value in ERTH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 82.

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

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: ERTH
82 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 82 85 -3.53%
13F Shares 615K 632K -2.69%
Total Value $27M $29M -5.84%
New Positions 8 9 -1
Increased Positions 21 15 +6
Closed Positions 11 8 +3
Reduced Positions 17 21 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ERTH

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Institutional Holders (2026 Q2)

82 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Altfest L J & Co Inc 0.11% 23,244 $1.1M
2 Millstone Evans Group, LLC 0.10% 3,850 $182K
3 WealthCollab, LLC 0.04% 2,238 $106K
4 Sankala Group LLC 0.04% 1,204 $56K
5 Townsend Asset Management Corp /Nc/ /Adv 0.02% 1,475 $70K
6 Raffa Wealth Management, LLC 0.02% 838 $28K
7 Hoertkorn Richard Charles 0.01% 448 $21K
8 Moss Adams Wealth Advisors LLC 0.01% 4,700 $222K
9 Indiana Trust & Investment Management Co 0.01% 870 $41K
10 Perigon Wealth Management, LLC 0.01% 14,906 $705K
11 Kcm Investment Advisors LLC 0.01% 7,688 $364K
12 PFG Investments, LLC 0.01% 5,708 $270K
13 Albion Financial Group /Ut 0.01% 3,556 $168K
14 LifeSteps Financial, Inc. 0.01% 373 $18K
15 Piscataqua Savings Bank 0.01% 200 $9K
16 National Philanthropic Trust 0.01% 8,868 $419K
17 Moneta Group Investment Advisors LLC 0.00% 11,250 $532K
18 Basepoint Wealth LLC 0.00% 98 $5K
19 Banque Transatlantique SA 0.00% 2,360 $112K
20 Flagship Wealth Advisors, LLC 0.00% 223 $11K
21 Howe & Rusling Inc 0.00% 631 $30K
22 Rossby Financial, LCC 0.00% 161 $8K
23 McMillan Office, Inc. 0.00% 245 $12K
24 Coston, McIsaac & Partners 0.00% 130 $6K
25 Stifel Financial Corp 0.00% 29,971 $1.4M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ERTH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ERTH?

Slight buying edge — 51% buying: Last quarter: 29 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 ERTH holders?

Elite ownership — 68% AUM from top-100 funds: 17 of 82 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?

62% of holders stayed for 2+ years: 51 out of 82 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.

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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