Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (IUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — IUS

Based on 104 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 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
104 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 — +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.
🟡

Slight buying edge — 51% buying

53 buying50 selling
Last quarter: 53 funds bought or added vs 50 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 — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 11 → 12 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 24% new

■ 38% conviction (2yr+) ■ 38% medium ■ 24% new
Of the 104 current holders: 39 (38%) held >2 years, 40 held 1–2 years, and 25 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.
📈

Growing discovery — still being found

11 → 12 → 11 → 12 → 15 new funds/Q
New funds entering each quarter: 12 → 11 → 12 → 15. A growing number of institutions are discovering IUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 34% new entrants

■ 37% veterans ■ 30% 1-2yr ■ 34% new
Of 104 current holders: 38 (37%) held 2+ years, 31 held 1–2 years, 35 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
15 of 104 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.

Institutional Sentiment Summary — IUS

In 2026 Q1, 53 hedge funds were net buyers of IUS (15 opened a new position, 38 added to an existing one), while 50 reduced or exited (40 trimmed, 10 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 30% of total institutional value in IUS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 104.

Hedge Fund Ownership: IUS

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

Market Analysis: IUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IUS

-- --

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

Is It Too Late to Buy Invesco Exch Trd Slf Idx Fd (IUS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IUS 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 · 79d ago
IUS
+13.0%
SPY
+13.9%

IUS outperformed SPY by -0.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IUS
+2.0%
SPY
+0.2%

Since the filing became public, IUS outperformed SPY by +1.8% .

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.

4 top-rated funds 3 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: IUS
103 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 103 99 4.04%
13F Shares 9M 9M -2.3%
Total Value $500M $507M -1.35%
New Positions 15 12 +3
Increased Positions 38 40 -2
Closed Positions 11 10 +1
Reduced Positions 39 33 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IUS

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

103 + investors

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

QUARTER:
Top 25 IUS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lighthouse Wealth Management Inc. 6.87% 174,573 $10.1M
2 Intelligence Driven Advisers, LLC 5.55% 550,031 $31.9M
3 Berkeley, Inc 4.20% 216,382 $12.5M
4 Byrne Financial Freedom, LLC 3.54% 127,824 $7.4M
5 Arq Wealth Advisors, LLC 2.12% 203,325 $11.8M
6 Nova Wealth Management, Inc. 2.01% 53,240 $3.1M
7 Tandem Financial, LLC 1.63% 88,623 $5.1M
8 Capital Developers, LLC 1.43% 27,450 $1.6M
9 Synergy Investment Management, LLC 1.12% 59,089 $3.4M
10 Professional Financial Advisors, LLC 0.88% 74,557 $4.3M
11 Centerpoint Advisory Group 0.83% 18,975 $1.1M
12 McIlrath & Eck, LLC 0.67% 155,035 $9.0M
13 HighPoint Advisor Group LLC 0.65% 268,943 $15.6M
14 Valued Retirements, Inc. 0.48% 8,453 $490K
15 Ccg Wealth Management, LLC 0.43% 27,088 $1.6M
16 Sovereign Financial Group, Inc. 0.34% 34,028 $2.0M
17 RFG - Bristol Wealth Advisors, LLC 0.32% 20,652 $1.2M
18 PFG Advisors 0.32% 113,417 $6.6M
19 Foguth Wealth Management, LLC. 0.25% 32,429 $2.1M
20 IFC & Insurance Marketing, Inc. 0.23% 3,856 $223K
21 Eagle Strategies LLC 0.23% 33,258 $1.9M
22 Sunrise Financial Services, LLC 0.21% 5,159 $299K
23 Breakwater Capital Group 0.20% 25,478 $1.5M
24 Advyzon Investment Management, LLC 0.15% 28,136 $1.6M
25 M.E. Allison & CO., INC. 0.14% 3,663 $212K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 51% buying: Last quarter: 53 funds bought or added vs 50 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: 15 of 104 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?

Mixed — 38% long-term, 24% new: Of the 104 current holders: 39 (38%) held >2 years, 40 held 1–2 years, and 25 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 Trd Slf Idx Fd (IUS) following the 2026 Q1 hedge fund 13F filings?

As of today, IUS has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (March 31, 2026), IUS has gained +13.0% vs +13.9% 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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