INVESCO EXCH TRD SLF IDX FD (IUS): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

INVESCO EXCH TRD SLF IDX FD (IUS)

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

Smart Money Signals — IUS

Based on 91 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added IUS 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

91 hedge funds hold IUS 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 — +14% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 56% buying

49 buying39 selling

Last quarter: 49 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.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 11 → 10 → 10 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 36% medium ■ 23% new

37 out of 91 hedge funds have held IUS 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 — ~11 new funds/quarter

15 → 11 → 10 → 10 → 11 new funds/Q

New funds entering each quarter: 11 → 10 → 10 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 41% of holders stayed 2+ years

■ 41% veterans ■ 24% 1-2yr ■ 35% new

Of 91 current holders: 37 (41%) 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.

✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds

12 of 91 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.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	91	89	2.25%
13F Shares	8M	8M	9.67%
Total Value	$480M	$422M	13.54%
New Positions	11	10	+1
Increased Positions	38	33	+5
Closed Positions	9	11	-2
Reduced Positions	30	33	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

2.25%

13F Shares

9.67%

Total Value

$480M

$422M

13.54%

New Positions

Increased Positions

Closed Positions

-2

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

91 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of IUS — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Lighthouse Wealth Management Inc.	6.87%	174,573	$10.1M
2	Berkeley, Inc	4.20%	216,382	$12.5M
3	BYRNE FINANCIAL FREEDOM, LLC	3.54%	127,824	$7.4M
4	Nova Wealth Management, Inc.	2.01%	53,240	$3.1M
5	Professional Financial Advisors, LLC	0.88%	74,557	$4.3M
6	Centerpoint Advisory Group	0.83%	18,975	$1.1M
7	CCG WEALTH MANAGEMENT, LLC	0.43%	27,088	$1.6M
8	Sovereign Financial Group, Inc.	0.34%	34,028	$2.0M
9	IFC & Insurance Marketing, Inc.	0.23%	3,856	$223K
10	Eagle Strategies LLC	0.23%	33,258	$1.9M
11	Sunrise Financial Services, LLC	0.21%	5,159	$299K
12	Breakwater Capital Group	0.20%	25,478	$1.5M
13	M.E. ALLISON & CO., INC.	0.14%	3,663	$212K
14	Eaton Financial Holdings Company, LLC	0.13%	7,035	$407K
15	Narus Financial Partners, LLC	0.11%	7,292	$422K
16	Merit Financial Group, LLC	0.11%	244,843	$14.2M
17	Fermata Advisors, LLC	0.10%	7,339	$425K
18	World Investment Advisors	0.07%	69,973	$4.1M
19	RVW Wealth, LLC	0.06%	13,497	$782K
20	Kestra Advisory Services, LLC	0.06%	270,283	$15.7M
21	CoreCap Advisors, LLC	0.06%	28,145	$1.6M
22	Well Done, LLC	0.05%	6,036	$350K
23	Richmond Investment Services, LLC	0.04%	4,494	$260K
24	Onyx Bridge Wealth Group LLC	0.03%	5,153	$298K
25	Redhawk Wealth Advisors, Inc.	0.03%	4,394	$254K

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 TRD SLF IDX FD (IUS)

What does the Smart Money Trend signal show for IUS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added IUS 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 IUS?

Slight buying edge — 56% buying: Last quarter: 49 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 IUS holders?

Strong quality — 30% AUM from major funds: 12 of 91 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 IUS?

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

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INVESCO EXCH TRD SLF IDX FD (IUS)

Smart Money Signals — IUS

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +14% more funds vs a year ago

Slight buying edge — 56% buying

Steady new buyers — ~11 new funds per quarter

41% of holders stayed for 2+ years

Steady discovery — ~11 new funds/quarter

Deep conviction — 41% of holders stayed 2+ years

Strong quality — 30% AUM from major funds

Hedge Fund Ownership: IUS

Market Analysis: IUS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IUS

Hedge Fund Positioning: IUS

Statistics: IUS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — INVESCO EXCH TRD SLF IDX FD (IUS)

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