Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (IDMO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
11Q ▲
Buyers last Q
78%

Smart Money Signals — IDMO

Based on 262 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added IDMO 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
262 hedge funds hold IDMO 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 — +228% more funds vs a year ago

fund count last 6Q
+182 new funds entered over the past year (+228% 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 — 78% buying

214 buying59 selling
Last quarter: 214 funds were net buyers (61 opened a brand new position + 153 added to an existing one). Only 59 were sellers (33 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~61 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 63 → 55 → 66 → 61. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 52% entered in last year

■ 11% conviction (2yr+) ■ 37% medium ■ 52% new
Only 29 funds (11%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~61 new funds/quarter

28 → 63 → 55 → 66 → 61 new funds/Q
New funds entering each quarter: 63 → 55 → 66 → 61. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 76% of holders entered in last year

■ 12% veterans ■ 13% 1-2yr ■ 76% new
Of 262 current holders: 198 (76%) entered in the past year, only 31 (12%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
20 of 262 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.0
out of 10
Moderate Exit Risk
Exit risk score 6.0/10 — 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 — IDMO

In 2026 Q1, 214 hedge funds were net buyers of IDMO (61 opened a new position, 153 added to an existing one), while 59 reduced or exited (33 trimmed, 26 sold completely) — a 78% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in IDMO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +35 funds (more new holders than closures). Total institutional holders: 262.

Hedge Fund Ownership: IDMO

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

Market Analysis: IDMO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IDMO

-- --

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

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

Signal Freshness measures how much IDMO 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
IDMO
+10.8%
SPY
+15.9%

IDMO outperformed SPY by -5.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
IDMO
+3.1%
SPY
+2.0%

Since the filing became public, IDMO outperformed SPY by +1.1% .

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.

8 top-rated funds 23 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: IDMO
261 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 261 227 14.98%
13F Shares 40M 29M 36.39%
Total Value $2.12B $1.66B 27.89%
New Positions 60 66 -6
Increased Positions 153 125 +28
Closed Positions 26 17 +9
Reduced Positions 33 26 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IDMO

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Financial Highlights

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Institutional Holders (2026 Q1)

261 + investors

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

QUARTER:
Top 25 IDMO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Three Cord True Wealth Management, LLC 8.84% 290,011 $15.9M
2 Clark Wealth Partners 8.69% 235,919 $12.9M
3 Adamsbrown Wealth Consultants LLC 8.62% 594,609 $32.6M
4 SHP Wealth Management 8.29% 2,003,953 $109.9M
5 IFC & Insurance Marketing, Inc. 8.03% 140,228 $7.7M
6 Bucket List Wealth Management, LLC 6.30% 189,916 $10.6M
7 Cyr Financial Inc. 6.12% 189,714 $10.4M
8 Rooted Wealth Advisors, Inc. 5.97% 379,170 $22.6M
9 Drake & Associates, LLC 5.73% 548,555 $30.1M
10 Retirement Management Systems Inc. 5.36% 405,406 $22.2M
11 StoneCrest Wealth Management, Inc. 5.23% 225,508 $12.4M
12 Cpwa, LLC 4.89% 67,349 $4.1M
13 Manchester Financial Inc 4.80% 456,012 $25.0M
14 Avid Wealth Partners LLC 4.64% 178,938 $9.8M
15 Urban Wealth Management, LLC 4.59% 81,751 $4.5M
16 Greenline Wealth Management LLC 4.45% 70,387 $3.9M
17 Legend Financial Advisors, Inc. 4.42% 125,166 $6.9M
18 Hidden Cove Wealth Management, LLC 4.37% 124,038 $6.8M
19 Whitaker-Myers Wealth Managers, LTD. 4.35% 397,723 $21.8M
20 Capital Developers, LLC 4.30% 87,146 $4.8M
21 Welch Financial Planning, LLC 4.19% 106,162 $5.8M
22 Wise Wealth Partners 4.18% 56,347 $3.1M
23 Trademark Financial Management, LLC 3.67% 136,432 $7.5M
24 Gratus Wealth Advisors, LLC 3.62% 456,816 $25.1M
25 Dogwood Wealth Management LLC 3.48% 146,059 $8.0M
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 (IDMO)

What does the Smart Money Trend signal show for IDMO?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added IDMO 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 IDMO?

More buyers than sellers — 78% buying: Last quarter: 214 funds were net buyers (61 opened a brand new position + 153 added to an existing one). Only 59 were sellers (33 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IDMO holders?

Strong quality — 30% AUM from major funds: 20 of 262 holders rank in the top 100 by AUM, accounting for 30% 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 IDMO?

Mostly new holders — 52% entered in last year: Only 29 funds (11%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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

As of today, IDMO has moved +3.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.1%. Since the quarter end (March 31, 2026), IDMO has gained +10.8% 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.

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