Invesco Exch Traded Fd Tr II (IDLV): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, IDLV has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IDLV gained nan% vs +12.4% 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 Exch Traded Fd Tr II (IDLV)

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

Smart Money Signals — IDLV

Based on 102 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 IDLV 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

102 hedge funds hold IDLV 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.

📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 60% buying

59 buying39 selling

Last quarter: 59 funds were net buyers (17 opened a brand new position + 42 added to an existing one). Only 39 were sellers (27 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new IDLV position: 16 → 13 → 11 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 25% medium ■ 20% new

57 out of 102 hedge funds have held IDLV 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 — ~17 new funds/quarter

14 → 16 → 13 → 11 → 17 new funds/Q

New funds entering each quarter: 16 → 13 → 11 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

■ 66% veterans ■ 12% 1-2yr ■ 23% new

Entry-cohort mix of 102 holders: 67 (66%) are 2+ year veterans, 12 entered 1–2 years ago, and 23 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds

21 of 102 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in IDLV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	102	97	5.15%
13F Shares	8M	7M	9.42%
Total Value	$267M	$256M	4.3%
New Positions	17	11	+6
Increased Positions	42	33	+9
Closed Positions	12	8	+4
Reduced Positions	27	33	-6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

102

5.15%

13F Shares

9.42%

Total Value

$267M

$256M

4.3%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-6

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

102 + investors

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

QUARTER:

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

Top 25 IDLV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Whitaker-Myers Wealth Managers, LTD.	3.12%	454,359	$15.7M
2	Johnson & White Wealth Management, LLC	2.44%	167,603	$5.8M
3	CFG Wealth Management Services, Inc.	1.97%	63,571	$2.2M
4	Bell Investment Advisors, Inc	1.09%	202,901	$7.0M
5	Decker Retirement Planning Inc.	0.66%	42,462	$1.5M
6	Lunt Capital Management, Inc.	0.66%	50,059	$1.7M
7	Armbruster Capital Management, Inc.	0.57%	101,200	$3.5M
8	Heck Capital Advisors, LLC	0.54%	209,854	$7.2M
9	PFG Advisors	0.52%	311,104	$10.7M
10	Accredited Investor Services, LLC	0.27%	12,076	$416K
11	McNaughton Wealth Management, LLC	0.19%	13,624	$469K
12	Delta Wealth Advisors LLC	0.17%	6,642	$229K
13	WealthBridge Capital Management, LLC	0.17%	21,215	$731K
14	Ridgewood Investments LLC	0.15%	10,947	$377K
15	Highline Wealth Partners LLC	0.11%	12,985	$447K
16	Brown Wealth Management, LLC	0.11%	12,433	$428K
17	Richmond Investment Services, LLC	0.09%	15,573	$537K
18	Wagner Wealth Management, LLC	0.07%	10,692	$368K
19	UMB Bank, n.a.	0.07%	137,223	$4.7M
20	WPG Advisers, LLC	0.04%	1,594	$55K
21	Sovereign Financial Group, Inc.	0.04%	6,180	$213K
22	Main Street Group, LTD	0.02%	2,186	$75K
23	Ieq Capital, LLC	0.02%	124,845	$4.3M
24	Ausdal Financial Partners, Inc.	0.02%	12,247	$422K
25	Fifth Third Securities, INC.	0.02%	8,101	$279K

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 (IDLV)

What does the Smart Money Trend signal show for IDLV?

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

More buyers than sellers — 60% buying: Last quarter: 59 funds were net buyers (17 opened a brand new position + 42 added to an existing one). Only 39 were sellers (27 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDLV holders?

Elite ownership — 58% AUM from top-100 funds: 21 of 102 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in IDLV. 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 IDLV?

56% of holders stayed for 2+ years: 57 out of 102 hedge funds have held IDLV 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 (IDLV) following the 2026 Q1 hedge fund 13F filings?

As of today, IDLV has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IDLV has gained nan% vs +12.4% 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 Exch Traded Fd Tr II (IDLV)

Smart Money Signals — IDLV

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +12% more funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+6 vs last Q)

56% of holders stayed for 2+ years

Steady discovery — ~17 new funds/quarter

Veteran-anchored — 66% veterans vs 23% newcomers

Elite ownership — 58% AUM from top-100 funds

Institutional Sentiment Summary — IDLV

Hedge Fund Ownership: IDLV

Market Analysis: IDLV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IDLV

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

Hedge Fund Positioning: IDLV

Statistics: IDLV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Invesco Exch Traded Fd Tr II (IDLV)

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