Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (IUS)

104 + 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
↑ +1
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — IUS

Based on 105 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
105 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 — +7% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

53 buying41 selling
Last quarter: 53 funds bought or added vs 41 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 — ~12 new funds per quarter

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

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 34% medium ■ 21% new
47 out of 105 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.
📈

Growing discovery — still being found

13 → 11 → 12 → 15 → 12 new funds/Q
New funds entering each quarter: 11 → 12 → 15 → 12. A growing number of institutions are discovering IUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 43% veterans vs 33% newcomers

■ 43% veterans ■ 24% 1-2yr ■ 33% new
Entry-cohort mix of 105 holders: 45 (43%) are 2+ year veterans, 25 entered 1–2 years ago, and 35 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
15 of 105 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — IUS

In 2026 Q2, 53 hedge funds were net buyers of IUS (12 opened a new position, 41 added to an existing one), while 41 reduced or exited (30 trimmed, 11 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 33% of total institutional value in IUS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 105.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 4 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: IUS
104 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 104 104 -
13F Shares 9M 9M 1.66%
Total Value $579M $502M 15.31%
New Positions 12 15 -3
Increased Positions 41 38 +3
Closed Positions 12 11 +1
Reduced Positions 30 40 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IUS

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Institutional Holders (2026 Q2)

104 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lighthouse Wealth Management Inc. 7.00% 171,964 $11.3M
2 Intelligence Driven Advisers, LLC 5.96% 559,703 $36.7M
3 Alpine Bank Wealth Management 4.97% 590,590 $38.7M
4 Berkeley, Inc 4.81% 233,733 $15.3M
5 Byrne Financial Freedom, LLC 3.20% 124,932 $8.2M
6 Arq Wealth Advisors, LLC 2.05% 247,525 $16.6M
7 Nova Wealth Management, Inc. 2.05% 56,618 $3.7M
8 Tandem Financial, LLC 1.84% 93,281 $6.1M
9 Vantus Wealth LLC 1.02% 29,059 $1.9M
10 Synergy Investment Management, LLC 0.94% 59,091 $3.9M
11 Professional Financial Advisors, LLC 0.86% 75,825 $5.0M
12 Centerpoint Advisory Group 0.78% 18,683 $1.2M
13 HighPoint Advisor Group LLC 0.52% 225,295 $14.8M
14 PFG Advisors 0.41% 124,271 $8.1M
15 Ccg Wealth Management, LLC 0.41% 26,991 $1.8M
16 Sovereign Financial Group, Inc. 0.33% 33,282 $2.2M
17 RFG - Bristol Wealth Advisors, LLC 0.31% 19,791 $1.3M
18 Eagle Strategies LLC 0.24% 36,301 $2.4M
19 IFC & Insurance Marketing, Inc. 0.22% 3,856 $253K
20 Sunrise Financial Services, LLC 0.20% 5,159 $338K
21 Breakwater Capital Group 0.20% 25,072 $1.6M
22 Tempus Wealth Planning, LLC 0.19% 14,530 $953K
23 Foguth Wealth Management, LLC. 0.15% 19,675 $1.3M
24 M.E. Allison & CO., INC. 0.14% 3,663 $240K
25 Advyzon Investment Management, LLC 0.14% 29,030 $1.9M
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 — 3 quarters in a row: For 3 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 — 56% buying: Last quarter: 53 funds bought or added vs 41 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 — 33% AUM from major funds: 15 of 105 holders rank in the top 100 by AUM, accounting for 33% 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?

45% of holders stayed for 2+ years: 47 out of 105 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.

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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