Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (KBWR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
38%

Smart Money Signals — KBWR

Based on 29 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 KBWR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
29 funds currently hold this stock — 81% of the 3.0-year high of 36 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding KBWR is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 38% buying

12 buying20 selling
Last quarter: 20 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 8 → 8 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 28% medium ■ 21% new
15 out of 29 hedge funds have held KBWR 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 — ~6 new funds/quarter

1 → 6 → 8 → 8 → 6 new funds/Q
New funds entering each quarter: 6 → 8 → 8 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 55% veterans vs 24% newcomers

■ 55% veterans ■ 21% 1-2yr ■ 24% new
Entry-cohort mix of 29 holders: 16 (55%) are 2+ year veterans, 6 entered 1–2 years ago, and 7 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
10 of 29 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — KBWR

In 2026 Q2, 12 hedge funds were net buyers of KBWR (6 opened a new position, 6 added to an existing one), while 20 reduced or exited (7 trimmed, 13 sold completely) — a 38% buyer ratio, indicating net institutional distribution. 28% of total institutional value in KBWR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 29.

Hedge Fund Ownership: KBWR

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

Market Analysis: KBWR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KBWR

-- --

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 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: KBWR
29 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 36 -19.44%
13F Shares 265K 217K 21.98%
Total Value $17M $15M 14.09%
New Positions 6 8 -2
Increased Positions 6 7 -1
Closed Positions 13 8 +5
Reduced Positions 7 3 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KBWR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

29 + investors

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

QUARTER:
Top 25 KBWR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Byrne Financial Freedom, LLC 2.04% 81,841 $5.2M
2 Family Manage LLC 0.03% 4,171 $267K
3 Pinnacle Financial Partners, Inc. 0.00% 6,424 $411K
4 Brown Advisory Inc 0.00% 25,130 $1.6M
5 Hrt Financial LP 0.00% 11,529 $737K
6 Caldwell Sutter Capital, INC. 0.00% 50 $3K
7 Rothschild Investment LLC 0.00% 400 $26K
8 Integrated Wealth Concepts LLC 0.00% 2,482 $159K
9 Wilmington Savings Fund Society, FSB 0.00% 300 $19K
10 Murphy & Mullick Capital Management Corp 0.00% 10 —
11 Two Sigma Investments, LP 0.00% 6,500 $416K
12 LPL Financial LLC 0.00% 19,127 $1.2M
13 N.E.W. Advisory Services LLC 0.00% 56 $4K
14 Citadel Advisors LLC 0.00% 20,344 $1.3M
15 Jane Street Group, LLC 0.00% 28,014 $1.8M
16 Parallel Advisors, LLC 0.00% 140 $9K
17 Osaic Holdings, INC. 0.00% 1,764 $113K
18 Susquehanna International Group, LLP 0.00% 24,103 $1.5M
19 Raymond James Financial Inc 0.00% 3,764 $241K
20 Morgan Stanley 0.00% 15,106 $966K
21 Blair William & Co/Il 0.00% 241 $15K
22 Royal Bank of Canada 0.00% 3,257 $208K
23 UBS Group AG 0.00% 1,863 $119K
24 Fmr LLC 0.00% 5,029 $322K
25 Bank of America Corp /de/ 0.00% 3,146 $201K
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 (KBWR)

What does the Smart Money Trend signal show for KBWR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their KBWR 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 KBWR?

Heavy selling pressure — only 38% buying: Last quarter: 20 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for KBWR holders?

Strong quality — 28% AUM from major funds: 10 of 29 holders rank in the top 100 by AUM, accounting for 28% 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 KBWR?

52% of holders stayed for 2+ years: 15 out of 29 hedge funds have held KBWR 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.

Full history →