Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (KBWY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — KBWY

Based on 55 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (96% of max)

96% of all-time peak
55 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 — +12% more funds vs a year ago

fund count last 6Q
+6 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 — 58% buying

26 buying19 selling
Last quarter: 26 funds bought or added vs 19 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 — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 10 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 16% medium ■ 20% new
35 out of 55 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.
➡️

Steady discovery — ~9 new funds/quarter

7 → 7 → 10 → 8 → 9 new funds/Q
New funds entering each quarter: 7 → 10 → 8 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 7% 1-2yr ■ 27% new
Of 56 current holders: 37 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
16 of 55 holders are among the 100 largest funds by AUM, controlling 62% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — KBWY

In 2026 Q1, 26 hedge funds were net buyers of KBWY (9 opened a new position, 17 added to an existing one), while 19 reduced or exited (13 trimmed, 6 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 62% of total institutional value in KBWY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 55.

Hedge Fund Ownership: KBWY

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

Market Analysis: KBWY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KBWY

-- --

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

Is It Too Late to Buy Invesco Exch Traded Fd Tr II (KBWY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KBWY 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 · 80d ago
KBWY
+17.6%
SPY
+13.9%

KBWY outperformed SPY by +3.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
KBWY
+7.6%
SPY
+0.2%

Since the filing became public, KBWY outperformed SPY by +7.4% .

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 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: KBWY
55 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 55 52 5.77%
13F Shares 3M 3M -5.04%
Total Value $46M $49M -6.01%
New Positions 9 8 +1
Increased Positions 17 15 +2
Closed Positions 6 11 -5
Reduced Positions 13 18 -5
Total Calls 0 0 -
Total Puts 1 1 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: KBWY

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Institutional Holders (2026 Q1)

55 + 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:
Top 25 KBWY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fifth Third Securities, INC. 0.23% 235,058 $3.6M
2 Heartwood Wealth Advisors LLC 0.20% 147,019 $2.2M
3 Lmcg Investments, LLC 0.11% 120,508 $1.8M
4 Sunpointe, LLC 0.07% 14,469 $221K
5 Tower Research Capital LLC (TRC) 0.03% 77,979 $1.2M
6 Summit Financial, LLC 0.03% 144,611 $2.2M
7 MassMutual Private Wealth & Trust, FSB 0.02% 59,400 $908K
8 PFG Advisors 0.01% 15,948 $244K
9 Stance Capital LLC 0.00% 656 $10K
10 Centaurus Financial, INC. 0.00% 6,550 $100K
11 Westside Investment Management, Inc. 0.00% 1,500 $23K
12 LPL Financial LLC 0.00% 668,767 $10.2M
13 Two Sigma Investments, LP 0.00% 168,147 $2.6M
14 United Capital Financial Advisors, LLC 0.00% 13,350 $204K
15 SHP Wealth Management 0.00% 1,000 $15K
16 Mml Investors Services, LLC 0.00% 25,366 $388K
17 Spire Wealth Management 0.00% 1,701 $26K
18 Farther Finance Advisors, LLC 0.00% 5,971 $91K
19 Harbour Investments, INC. 0.00% 3,207 $49K
20 Morgan Stanley 0.00% 719,545 $11.0M
21 Osaic Holdings, INC. 0.00% 29,401 $449K
22 D. E. Shaw & Co., Inc. 0.00% 57,467 $878K
23 Advisory Services Network, LLC 0.00% 2,100 $32K
24 Envestnet Asset Management Inc 0.00% 83,088 $1.3M
25 AE Wealth Management LLC 0.00% 3,767 $58K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 58% buying: Last quarter: 26 funds bought or added vs 19 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 KBWY holders?

Elite ownership — 62% AUM from top-100 funds: 16 of 55 holders are among the 100 largest funds by AUM, controlling 62% 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?

64% of holders stayed for 2+ years: 35 out of 55 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.

Is it too late to buy Invesco Exch Traded Fd Tr II (KBWY) following the 2026 Q1 hedge fund 13F filings?

As of today, KBWY has moved +7.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +7.4%. Since the quarter end (March 31, 2026), KBWY has gained +17.6% 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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