Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (IDHQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — IDHQ

Based on 124 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added IDHQ 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
124 hedge funds hold IDHQ 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 — +23% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+23% 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.
🟡

Slight buying edge — 55% buying

66 buying53 selling
Last quarter: 66 funds bought or added vs 53 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 — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 18 → 21 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 22% medium ■ 33% new
56 out of 124 hedge funds have held IDHQ 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.
💰

Value +38% but shares only +3% — price-driven

Value
+37%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +38%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

15 → 8 → 18 → 21 → 20 new funds/Q
New funds entering each quarter: 8 → 18 → 21 → 20. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 39% veterans, 38% new entrants

■ 39% veterans ■ 23% 1-2yr ■ 38% new
Of 124 current holders: 48 (39%) held 2+ years, 29 held 1–2 years, 47 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
12 of 124 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Institutional Sentiment Summary — IDHQ

In 2026 Q2, 66 hedge funds were net buyers of IDHQ (20 opened a new position, 46 added to an existing one), while 53 reduced or exited (38 trimmed, 15 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in IDHQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 124.

Hedge Fund Ownership: IDHQ

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

Market Analysis: IDHQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDHQ

-- --

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 5 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: IDHQ
124 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 124 119 4.2%
13F Shares 14M 13M 3.23%
Total Value $591M $429M 37.9%
New Positions 20 21 -1
Increased Positions 46 57 -11
Closed Positions 15 7 +8
Reduced Positions 38 25 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDHQ

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Institutional Holders (2026 Q2)

124 + investors

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

QUARTER:
Top 25 IDHQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cedar Wealth Management, LLC 9.33% 830,442 $36.3M
2 Berkeley, Inc 9.12% 664,929 $29.1M
3 Integrated Capital Management, LLC 5.94% 377,231 $16.5M
4 Chaney Capital Management, Inc. 5.66% 411,887 $18.0M
5 Elevated Financial Group LLC 3.13% 261,428 $11.4M
6 BOS Asset Management, LLC 2.43% 239,408 $10.5M
7 KWB Wealth 2.03% 542,925 $23.7M
8 Destiny Wealth Partners, LLC 1.34% 217,494 $9.5M
9 Marks Group Wealth Management, Inc 1.23% 322,617 $14.1M
10 Well Done, LLC 1.21% 205,312 $9.0M
11 Perspective Wealth Advisors LLC 0.90% 37,246 $1.6M
12 WCG Wealth Advisors LLC 0.86% 827,604 $36.2M
13 Heck Capital Advisors, LLC 0.78% 298,391 $13.0M
14 Interactive Financial Advisors, INC. 0.75% 28,039 $1.2M
15 Lighthouse Wealth Management Inc. 0.68% 24,874 $1.1M
16 NorthStar Asset Management LLC /NJ/ 0.67% 37,942 $1.7M
17 Align Financial, LLC 0.54% 24,854 $1.1M
18 OmniStar Financial Group, Inc. 0.44% 22,052 $964K
19 Meridian Financial Advisors, LLC 0.41% 19,643 $859K
20 American Financial & Tax Strategies Inc 0.41% 20,761 $907K
21 Paladin Advisory Group, LLC 0.35% 11,941 $522K
22 Breakwater Capital Group 0.34% 65,396 $2.9M
23 Falcon Wealth Planning 0.30% 107,492 $4.7M
24 Valued Retirements, Inc. 0.30% 7,555 $330K
25 Cornerstone Wealth Management, LLC 0.29% 154,725 $6.8M
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 (IDHQ)

What does the Smart Money Trend signal show for IDHQ?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added IDHQ 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 IDHQ?

Slight buying edge — 55% buying: Last quarter: 66 funds bought or added vs 53 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 IDHQ holders?

Strong quality — 35% AUM from major funds: 12 of 124 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held IDHQ?

45% of holders stayed for 2+ years: 56 out of 124 hedge funds have held IDHQ 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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