KBWY Hedge Fund Ownership (Q2 2026)

Invesco Exch Traded Fd Tr II (KBWY)

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

Smart Money Signals — KBWY

Based on 59 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added KBWY 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

59 hedge funds hold KBWY 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 — +18% more funds vs a year ago

fund count last 6Q

+9 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 65% buying

34 buying18 selling

Last quarter: 34 funds were net buyers (11 opened a brand new position + 23 added to an existing one). Only 18 were sellers (11 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 8 → 9 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new

37 out of 59 hedge funds have held KBWY 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.

💰

Value +38% but shares only +13% — price-driven

Value

+37%

+13%

Last quarter: the total dollar value of institutional holdings rose +38%, but actual share count only changed +13%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

7 → 10 → 8 → 9 → 11 new funds/Q

New funds entering each quarter: 10 → 8 → 9 → 11. A growing number of institutions are discovering KBWY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 67% veterans vs 22% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 22% new

Entry-cohort mix of 60 holders: 40 (67%) are 2+ year veterans, 7 entered 1–2 years ago, and 13 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds

19 of 59 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in KBWY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	59	55	7.27%
13F Shares	3M	3M	13.23%
Total Value	$63M	$46M	37.67%
New Positions	11	9	+2
Increased Positions	23	17	+6
Closed Positions	7	6	+1
Reduced Positions	11	13	-2
Total Calls	1	0	100%
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

7.27%

13F Shares

13.23%

Total Value

$63M

$46M

37.67%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

100%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

59 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 KBWY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Fifth Third Securities, INC.	0.36%	341,155	$6.3M
2	Heartwood Wealth Advisors LLC	0.22%	154,504	$2.9M
3	Pasadena Private Wealth, LLC	0.17%	71,041	$1.3M
4	Lmcg Investments, LLC	0.12%	122,341	$2.3M
5	Sunpointe, LLC	0.08%	14,495	$269K
6	Bard Associates Inc	0.05%	13,050	$242K
7	Summit Financial, LLC	0.03%	149,371	$2.8M
8	MassMutual Private Wealth & Trust, FSB	0.03%	58,431	$1.1M
9	Tower Research Capital LLC (TRC)	0.02%	33,984	$631K
10	Westside Investment Management, Inc.	0.01%	2,500	$46K
11	OneDigital Investment Advisors LLC	0.00%	31,769	$590K
12	Centaurus Financial, INC.	0.00%	5,800	$108K
13	Global Retirement Partners, LLC	0.00%	9,945	$185K
14	LPL Financial LLC	0.00%	623,635	$11.6M
15	Two Sigma Investments, LP	0.00%	168,147	$3.1M
16	United Capital Financial Advisors, LLC	0.00%	13,235	$246K
17	Mml Investors Services, LLC	0.00%	35,687	$663K
18	Private Trust Co NA	0.00%	906	$17K
19	Spire Wealth Management	0.00%	1,701	$32K
20	Osaic Holdings, INC.	0.00%	43,575	$809K
21	Farther Finance Advisors, LLC	0.00%	6,044	$112K
22	Harbour Investments, INC.	0.00%	3,181	$59K
23	Morgan Stanley	0.00%	747,551	$13.9M
24	Ameriprise Financial Inc	0.00%	132,441	$2.5M
25	Integrated Wealth Concepts LLC	0.00%	4,616	$86K

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 (KBWY)

What does the Smart Money Trend signal show for KBWY?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added KBWY 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 KBWY?

More buyers than sellers — 65% buying: Last quarter: 34 funds were net buyers (11 opened a brand new position + 23 added to an existing one). Only 18 were sellers (11 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for KBWY holders?

Elite ownership — 64% AUM from top-100 funds: 19 of 59 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in KBWY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held KBWY?

63% of holders stayed for 2+ years: 37 out of 59 hedge funds have held KBWY 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 Traded Fd Tr II (KBWY)

Smart Money Signals — KBWY

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +18% more funds vs a year ago

More buyers than sellers — 65% buying

Steady new buyers — ~11 new funds per quarter

63% of holders stayed for 2+ years

Value +38% but shares only +13% — price-driven

Growing discovery — still being found

Veteran-anchored — 67% veterans vs 22% newcomers

Elite ownership — 64% AUM from top-100 funds

Institutional Sentiment Summary — KBWY

Hedge Fund Ownership: KBWY

Market Analysis: KBWY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: KBWY

Hedge Fund Positioning: KBWY

Statistics: KBWY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Exch Traded Fd Tr II (KBWY)

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