Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (RDIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — RDIV

Based on 123 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added RDIV 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
123 hedge funds hold RDIV 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 — +11% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

60 buying47 selling
Last quarter: 60 funds bought or added vs 47 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 — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 14 → 17 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
76 out of 123 hedge funds have held RDIV 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

7 → 10 → 14 → 17 → 17 new funds/Q
New funds entering each quarter: 10 → 14 → 17 → 17. A growing number of institutions are discovering RDIV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Of 123 current holders: 81 (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 — 47% AUM from top-100 funds

47% from top-100 AUM funds
15 of 123 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in RDIV. 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.

Institutional Sentiment Summary — RDIV

In 2026 Q1, 60 hedge funds were net buyers of RDIV (17 opened a new position, 43 added to an existing one), while 47 reduced or exited (32 trimmed, 15 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in RDIV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 123.

Hedge Fund Ownership: RDIV

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

Market Analysis: RDIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RDIV

-- --

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

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

Signal Freshness measures how much RDIV 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 · 78d ago
RDIV
+5.4%
SPY
+15.9%

RDIV outperformed SPY by -10.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
RDIV
+4.9%
SPY
+2.0%

Since the filing became public, RDIV outperformed SPY by +2.9% .

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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: RDIV
122 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 122 121 0.83%
13F Shares 7M 6M 14.07%
Total Value $396M $326M 21.47%
New Positions 17 17 -
Increased Positions 42 44 -2
Closed Positions 16 12 +4
Reduced Positions 32 31 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RDIV

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Institutional Holders (2026 Q1)

122 + investors

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

QUARTER:
Top 25 RDIV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Heartwood Wealth Advisors LLC 3.59% 739,810 $41.2M
2 Englebert Financial Advisers, LLC 0.50% 7,929 $441K
3 Onyx Bridge Wealth Group LLC 0.32% 53,258 $3.0M
4 Ascentis Independent Advisors 0.25% 59,597 $3.3M
5 Prosperity Financial Group, Inc. 0.24% 11,542 $642K
6 Allworth Financial LP 0.17% 752,785 $41.9M
7 Carson Advisory Inc. 0.15% 5,100 $284K
8 Herold Advisors, Inc. 0.14% 11,687 $651K
9 Tanglewood Legacy Advisors, LLC 0.13% 6,390 $356K
10 Mission Hills Financial Advisory, LLC 0.12% 4,181 $233K
11 Gateway Wealth Partners, LLC 0.11% 49,540 $2.8M
12 Ashton Thomas Securities, LLC 0.11% 15,192 $846K
13 J.W. Cole Advisors, INC. 0.10% 53,438 $3.0M
14 Intrua Financial, LLC 0.10% 16,754 $933K
15 Atlas Legacy Advisors, LLC 0.07% 7,155 $398K
16 Gts Securities LLC 0.07% 33,775 $1.9M
17 WCG Wealth Advisors LLC 0.06% 39,640 $2.2M
18 Kingswood Wealth Advisors, LLC 0.06% 22,255 $1.2M
19 Mission Creek Capital Partners, Inc. 0.06% 5,091 $283K
20 Bridgewealth Advisory Group, LLC 0.05% 4,015 $223K
21 First Community Trust NA 0.05% 1,100 $61K
22 International Assets Investment Management, LLC 0.03% 8,309 $459K
23 Simplicity Wealth,LLC 0.03% 10,022 $558K
24 Private Advisor Group, LLC 0.03% 120,433 $6.7M
25 Integrity Alliance, LLC. 0.03% 14,664 $816K
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 (RDIV)

What does the Smart Money Trend signal show for RDIV?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added RDIV 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 RDIV?

Slight buying edge — 56% buying: Last quarter: 60 funds bought or added vs 47 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 RDIV holders?

Elite ownership — 47% AUM from top-100 funds: 15 of 123 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in RDIV. 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 RDIV?

62% of holders stayed for 2+ years: 76 out of 123 hedge funds have held RDIV 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 (RDIV) following the 2026 Q1 hedge fund 13F filings?

As of today, RDIV has moved +4.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +2.9%. Since the quarter end (March 31, 2026), RDIV has gained +5.4% vs +15.9% 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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