Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (IPKW)

89 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
59%

Smart Money Signals — IPKW

Based on 91 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IPKW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
91 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 — +28% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+28% 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 — 59% buying

55 buying39 selling
Last quarter: 55 funds bought or added vs 39 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.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 19 → 18 → 9. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 35% medium ■ 24% new
37 out of 91 hedge funds have held IPKW 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.
📊

Peak discovery — momentum slowing

19 → 16 → 19 → 18 → 9 new funds/Q
New funds entering each quarter: 16 → 19 → 18 → 9. IPKW is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 48% veterans vs 38% newcomers

■ 48% veterans ■ 13% 1-2yr ■ 38% new
Entry-cohort mix of 91 holders: 44 (48%) are 2+ year veterans, 12 entered 1–2 years ago, and 35 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
13 of 90 holders are among the 100 largest funds by AUM, controlling 46% 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.
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.

Institutional Sentiment Summary — IPKW

In 2026 Q2, 55 hedge funds were net buyers of IPKW (9 opened a new position, 46 added to an existing one), while 39 reduced or exited (25 trimmed, 14 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 46% of total institutional value in IPKW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 91.

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
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: IPKW

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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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: IPKW
89 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 89 96 -7.29%
13F Shares 6M 6M -1.34%
Total Value $345M $345M -0.04%
New Positions 9 18 -9
Increased Positions 45 45 -
Closed Positions 15 16 -1
Reduced Positions 25 20 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IPKW

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Institutional Holders (2026 Q2)

89 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kellett Wealth Advisors, LLC 9.17% 349,517 $19.7M
2 Nikulski Financial, Inc. 2.98% 245,164 $13.8M
3 Park Edge Advisors, LLC 2.32% 195,510 $11.0M
4 Wagner Wealth Management, Corp 2.05% 45,058 $2.5M
5 Vista Investment Management 1.12% 66,079 $3.7M
6 Breakwater Capital Group 1.01% 148,995 $8.4M
7 ATX Financial Planning, LLC 0.96% 25,701 $1.4M
8 Towle & Co 0.63% 32,748 $1.8M
9 Fortune Financial Group, Inc. 0.48% 10,788 $608K
10 Financial Enhancement Group LLC 0.46% 68,436 $3.9M
11 Daner Wealth Management, LLC 0.41% 12,264 $754K
12 Total Clarity Wealth Management, Inc. 0.34% 31,111 $1.8M
13 Principle Wealth Partners LLC 0.26% 93,953 $5.3M
14 Kovack Advisors, Inc. 0.22% 80,123 $4.5M
15 Fortis Group Advisors, LLC 0.20% 21,924 $1.2M
16 Asset One Wealth Management LLC 0.18% 28,417 $1.7M
17 Arkadios Wealth Advisors 0.15% 181,244 $10.2M
18 Gateway Wealth Partners, LLC 0.14% 40,976 $2.3M
19 IRON Financial LLC 0.13% 5,510 $310K
20 QTR Family Wealth, LLC 0.11% 5,516 $311K
21 Basso Capital Management, L.P. 0.09% 7,865 $443K
22 Brookstone Capital Management 0.09% 164,443 $9.3M
23 Patriot Financial Group Insurance Agency, LLC 0.09% 14,725 $829K
24 Gts Securities LLC 0.08% 69,046 $3.9M
25 Stratos Wealth Advisors, LLC 0.08% 24,806 $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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IPKW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IPKW?

Slight buying edge — 59% buying: Last quarter: 55 funds bought or added vs 39 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 IPKW holders?

Elite ownership — 46% AUM from top-100 funds: 13 of 90 holders are among the 100 largest funds by AUM, controlling 46% 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?

41% of holders stayed for 2+ years: 37 out of 91 hedge funds have held IPKW 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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