Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (KBWP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
44%

Smart Money Signals — KBWP

Based on 61 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added KBWP 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.
📊

High ownership — 82% of 3.0Y peak

82% of all-time peak
61 funds currently hold this stock — 82% of the 3.0-year high of 74 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold KBWP compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

27 buying35 selling
Last quarter: 35 funds reduced or exited vs 27 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 5 → 10 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 18% medium ■ 26% new
34 out of 61 hedge funds have held KBWP 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

17 → 13 → 5 → 10 → 14 new funds/Q
New funds entering each quarter: 13 → 5 → 10 → 14. A growing number of institutions are discovering KBWP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 23% newcomers

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Entry-cohort mix of 62 holders: 41 (66%) are 2+ year veterans, 7 entered 1–2 years ago, and 14 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
18 of 61 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — KBWP

In 2026 Q2, 27 hedge funds were net buyers of KBWP (14 opened a new position, 13 added to an existing one), while 35 reduced or exited (23 trimmed, 12 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 35% of total institutional value in KBWP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 61.

Hedge Fund Ownership: KBWP

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

Market Analysis: KBWP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KBWP

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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.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: KBWP
2026 Q3 Stats Unlock in 47 days 61 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 61 59 3.39%
13F Shares 929K 969K -4.15%
Total Value $114M $115M -0.07%
New Positions 14 10 +4
Increased Positions 14 15 -1
Closed Positions 12 11 +1
Reduced Positions 22 23 -1
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KBWP

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

61 + investors

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

QUARTER:
Top 25 KBWP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Redstone Wealth Management, LLC 9.54% 115,351 $14.6M
2 RM Financial Services, LLC 3.06% 32,525 $4.1M
3 Bright Futures Wealth Management, LLC. 1.28% 15,605 $2.0M
4 Stegent Equity Advisors, Inc. 0.41% 4,542 $576K
5 Kingsview Wealth Management, LLC 0.24% 156,199 $19.8M
6 Mutual Advisors, LLC 0.22% 90,674 $11.5M
7 RDA Financial Network 0.14% 5,050 $640K
8 Elevate Capital Advisors, LLC 0.12% 1,663 $211K
9 Focus Financial Network, Inc. 0.09% 23,684 $3.0M
10 Virtue Capital Management, LLC 0.04% 2,537 $322K
11 Hudock, Inc. 0.03% 2,121 $269K
12 Regatta Research & Money Management 0.03% 274 $35K
13 IFG Advisory, LLC 0.02% 3,821 $484K
14 Rossby Financial, LCC 0.01% 607 $77K
15 J.W. Cole Advisors, INC. 0.01% 4,256 $539K
16 Kestra Advisory Services, LLC 0.01% 18,117 $2.3M
17 Menora Mivtachim Holdings LTD. 0.00% 10,000 $1.3M
18 LPL Financial LLC 0.00% 170,250 $21.6M
19 Marshall Investment Management, LLC 0.00% 86 $11K
20 Cetera Investment Advisers 0.00% 36,118 $4.6M
21 Great Valley Advisor Group, INC. 0.00% 1,843 $234K
22 Mml Investors Services, LLC 0.00% 13,013 $1.6M
23 AdvisorNet Financial, Inc 0.00% 577 $73K
24 XTX Topco Ltd 0.00% 1,968 $249K
25 Murphy & Mullick Capital Management Corp 0.00% 40 $5K
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 (KBWP)

What does the Smart Money Trend signal show for KBWP?

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

More sellers than buyers — 44% buying: Last quarter: 35 funds reduced or exited vs 27 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for KBWP holders?

Strong quality — 35% AUM from major funds: 18 of 61 holders rank in the top 100 by AUM, accounting for 35% 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 KBWP?

56% of holders stayed for 2+ years: 34 out of 61 hedge funds have held KBWP 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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