Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (IPKW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
5Q ▲
Buyers last Q
64%

Smart Money Signals — IPKW

Based on 96 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added IPKW 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
96 hedge funds hold IPKW 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 — +55% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+55% 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 — 64% buying

63 buying35 selling
Last quarter: 63 funds were net buyers (18 opened a brand new position + 45 added to an existing one). Only 35 were sellers (20 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 16 → 19 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 33% new

■ 38% conviction (2yr+) ■ 29% medium ■ 33% new
Of the 96 current holders: 36 (38%) held >2 years, 28 held 1–2 years, and 32 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~18 new funds/quarter

26 → 18 → 16 → 19 → 18 new funds/Q
New funds entering each quarter: 18 → 16 → 19 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 5% 1-2yr ■ 50% new
Of 96 current holders: 43 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
14 of 96 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in IPKW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — IPKW

In 2026 Q1, 63 hedge funds were net buyers of IPKW (18 opened a new position, 45 added to an existing one), while 35 reduced or exited (20 trimmed, 15 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in IPKW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 96.

Hedge Fund Ownership: IPKW

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

Market Analysis: IPKW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IPKW

-- --

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

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

Signal Freshness measures how much IPKW 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 · 83d ago
IPKW
+2.3%
SPY
+15.1%

IPKW outperformed SPY by -12.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
IPKW
-1.4%
SPY
+1.3%

Since the filing became public, IPKW outperformed SPY by -2.7% .

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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: IPKW
96 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 96 93 3.23%
13F Shares 6M 5M 14.41%
Total Value $345M $306M 12.77%
New Positions 18 19 -1
Increased Positions 45 50 -5
Closed Positions 15 5 +10
Reduced Positions 20 13 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IPKW

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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)

96 + investors

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

QUARTER:
Top 25 IPKW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kellett Wealth Advisors, LLC 10.03% 328,741 $18.5M
2 Nikulski Financial, Inc. 3.19% 229,788 $12.9M
3 Wagner Wealth Management, Corp 2.16% 42,849 $2.4M
4 Park Edge Advisors, LLC 1.33% 102,556 $5.8M
5 Vista Investment Management 1.20% 64,198 $3.6M
6 Breakwater Capital Group 1.07% 141,409 $8.0M
7 ATX Financial Planning, LLC 0.56% 13,030 $733K
8 Financial Enhancement Group LLC 0.51% 70,278 $4.1M
9 Towle & Co 0.45% 20,462 $1.2M
10 Daner Wealth Management, LLC 0.44% 12,787 $749K
11 Principle Wealth Partners LLC 0.28% 87,614 $4.9M
12 Fortune Financial Group, Inc. 0.21% 4,209 $237K
13 Fortis Group Advisors, LLC 0.20% 20,463 $1.2M
14 Asset One Wealth Management LLC 0.19% 29,130 $1.7M
15 Aspire Capital Advisors LLC 0.18% 13,842 $779K
16 Trademark Financial Management, LLC 0.17% 6,260 $352K
17 Arkadios Wealth Advisors 0.16% 171,141 $9.6M
18 Gateway Wealth Partners, LLC 0.15% 66,868 $3.8M
19 IRON Financial LLC 0.14% 5,556 $313K
20 QTR Family Wealth, LLC 0.13% 5,488 $322K
21 Total Clarity Wealth Management, Inc. 0.11% 8,008 $451K
22 Kane Investment Management, INC. 0.10% 3,140 $203K
23 Brookstone Capital Management 0.10% 154,161 $8.7M
24 Patriot Financial Group Insurance Agency, LLC 0.09% 29,050 $1.6M
25 Stratos Wealth Advisors, LLC 0.08% 24,334 $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 Exch Traded Fd Tr II (IPKW)

What does the Smart Money Trend signal show for IPKW?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added IPKW 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 IPKW?

More buyers than sellers — 64% buying: Last quarter: 63 funds were net buyers (18 opened a brand new position + 45 added to an existing one). Only 35 were sellers (20 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IPKW holders?

Elite ownership — 47% AUM from top-100 funds: 14 of 96 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in IPKW. 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 IPKW?

Mixed — 38% long-term, 33% new: Of the 96 current holders: 36 (38%) held >2 years, 28 held 1–2 years, and 32 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, IPKW has moved -1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -2.7%. Since the quarter end (March 31, 2026), IPKW has gained +2.3% vs +15.1% 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.

Full history →