Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (IDHQ)

119 + 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
↑ +14
Streak
2Q ▲
Buyers last Q
71%

Smart Money Signals — IDHQ

Based on 119 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 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
119 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 — +31% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+31% 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 — 71% buying

78 buying32 selling
Last quarter: 78 funds were net buyers (21 opened a brand new position + 57 added to an existing one). Only 32 were sellers (25 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 8 → 18 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 29% medium ■ 29% new
50 out of 119 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.
💎

Buying through price weakness — shares +32%, value -52%

Value
-52%
Shares
+32%
Last quarter: funds added +32% more shares while total portfolio value only changed -52%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

10 → 14 → 8 → 18 → 21 new funds/Q
New funds entering each quarter: 14 → 8 → 18 → 21. 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.
🏛️

Veteran-anchored — 43% veterans vs 37% newcomers

■ 43% veterans ■ 20% 1-2yr ■ 37% new
Entry-cohort mix of 119 holders: 51 (43%) are 2+ year veterans, 24 entered 1–2 years ago, and 44 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
13 of 119 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 Q1, 78 hedge funds were net buyers of IDHQ (21 opened a new position, 57 added to an existing one), while 32 reduced or exited (25 trimmed, 7 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 36% of total institutional value in IDHQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 119.

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.

Is It Too Late to Buy Invesco Exch Traded Fd Tr II (IDHQ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IDHQ 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 · 80d ago
IDHQ
nan%
SPY
+13.9%

IDHQ outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
IDHQ
nan%
SPY
+0.2%

Since the filing became public, IDHQ outperformed SPY by nan% .

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.

6 top-rated funds 5 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: IDHQ
119 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 119 105 13.33%
13F Shares 13M 10M 32.21%
Total Value $429M $900M -52.39%
New Positions 21 18 +3
Increased Positions 57 42 +15
Closed Positions 7 10 -3
Reduced Positions 25 35 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDHQ

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Valuation Measures Data as of: --

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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)

119 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cedar Wealth Management, LLC 8.46% 821,923 $29.1M
2 Berkeley, Inc 7.81% 657,823 $23.3M
3 Integrated Capital Management, LLC 5.52% 369,816 $13.1M
4 Chaney Capital Management, Inc. 4.91% 393,759 $13.9M
5 Elevated Financial Group LLC 2.72% 236,545 $8.4M
6 BOS Asset Management, LLC 2.16% 239,550 $8.5M
7 Well Done, LLC 1.11% 214,430 $7.6M
8 Destiny Wealth Partners, LLC 0.86% 223,575 $7.9M
9 Perspective Wealth Advisors LLC 0.86% 37,488 $1.3M
10 WCG Wealth Advisors LLC 0.85% 862,647 $30.5M
11 Heck Capital Advisors, LLC 0.83% 315,309 $11.2M
12 Opes Wealth Management LLC 0.81% 139,643 $4.9M
13 Interactive Financial Advisors, INC. 0.65% 28,181 $997K
14 NorthStar Asset Management LLC /NJ/ 0.60% 35,106 $1.2M
15 Align Financial, LLC 0.50% 24,986 $884K
16 OmniStar Financial Group, Inc. 0.39% 21,447 $759K
17 American Financial & Tax Strategies Inc 0.36% 20,761 $734K
18 Meridian Financial Advisors, LLC 0.35% 17,919 $634K
19 Breakwater Capital Group 0.31% 65,988 $2.3M
20 Cornerstone Wealth Management, LLC 0.28% 157,505 $5.6M
21 Falcon Wealth Planning 0.27% 111,369 $3.9M
22 Legacy Financial Advisors, Inc. 0.26% 51,573 $1.8M
23 Paladin Advisory Group, LLC 0.23% 8,627 $305K
24 Avise Financial Cooperative, Inc. 0.23% 7,794 $276K
25 Centerpoint Advisory Group 0.22% 8,347 $295K
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 — 2 quarters in a row: For 2 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?

More buyers than sellers — 71% buying: Last quarter: 78 funds were net buyers (21 opened a brand new position + 57 added to an existing one). Only 32 were sellers (25 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDHQ holders?

Strong quality — 36% AUM from major funds: 13 of 119 holders rank in the top 100 by AUM, accounting for 36% 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?

42% of holders stayed for 2+ years: 50 out of 119 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.

Is it too late to buy Invesco Exch Traded Fd Tr II (IDHQ) following the 2026 Q1 hedge fund 13F filings?

As of today, IDHQ has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IDHQ has gained nan% vs +13.9% 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.

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