Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (RSPE)

31 + Investors. Track Smart Money conviction in RSPE. 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
50%

Smart Money Signals — RSPE

Based on 31 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 RSPE 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 — 94% of 3.0Y peak

94% of all-time peak
31 funds currently hold this stock — 94% of the 3.0-year high of 33 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 50% buying

14 buying14 selling
Last quarter: 14 funds bought or added vs 14 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 — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 8 → 8 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 39% new

■ 32% conviction (2yr+) ■ 29% medium ■ 39% new
Of the 31 current holders: 10 (32%) held >2 years, 9 held 1–2 years, and 12 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +46% but shares only +27% — price-driven

Value
+45%
Shares
+26%
Last quarter: the total dollar value of institutional holdings rose +46%, but actual share count only changed +27%. 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.
➡️

Steady discovery — ~3 new funds/quarter

3 → 2 → 8 → 8 → 3 new funds/Q
New funds entering each quarter: 2 → 8 → 8 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 35% veterans, 42% new entrants

■ 35% veterans ■ 23% 1-2yr ■ 42% new
Of 31 current holders: 11 (35%) held 2+ years, 7 held 1–2 years, 13 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
6 of 31 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — RSPE

In 2026 Q2, 14 hedge funds were net buyers of RSPE (3 opened a new position, 11 added to an existing one), while 14 reduced or exited (9 trimmed, 5 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 31.

Hedge Fund Ownership: RSPE

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

Market Analysis: RSPE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RSPE

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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 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: RSPE
31 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 31 33 -6.06%
13F Shares 1M 1M 26.58%
Total Value $43M $30M 45.89%
New Positions 3 8 -5
Increased Positions 11 14 -3
Closed Positions 5 4 +1
Reduced Positions 9 4 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RSPE

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Institutional Holders (2026 Q2)

31 + investors

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

QUARTER:
Top 25 RSPE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stewardship Advisors, LLC 1.35% 191,492 $6.5M
2 Eastern Bank 0.29% 566,258 $19.2M
3 Bond & Devick Financial Network, Inc. 0.13% 16,031 $544K
4 Community Financial Services Group, LLC 0.06% 12,379 $421K
5 Allegheny Financial Group 0.05% 15,172 $514K
6 Mjp Associates Inc /Adv 0.05% 13,456 $456K
7 Sepio Capital, LP 0.04% 22,121 $750K
8 Heck Capital Advisors, LLC 0.03% 16,897 $573K
9 Advisor OS, LLC 0.03% 13,456 $456K
10 Pekin Hardy Strauss, Inc. 0.02% 7,447 $253K
11 Tower Research Capital LLC (TRC) 0.02% 21,574 $732K
12 Birch Hill Investment Advisors LLC 0.01% 9,260 $314K
13 Ritter Daniher Financial Advisory LLC / DE 0.01% 1,913 $65K
14 GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% 10,344 $351K
15 Advisory Services Network, LLC 0.01% 18,521 $628K
16 Commonwealth Equity Services, LLC 0.01% 131,943 $4.5M
17 Kingsview Wealth Management, LLC 0.00% 8,300 $281K
18 Milestone Investment Advisors LLC 0.00% 87 $3K
19 Osaic Holdings, INC. 0.00% 11,452 $388K
20 National Bank of Canada /Fi/ 0.00% 15,828 $536K
21 Goldman Sachs Group Inc 0.00% 63,712 $2.2M
22 Citadel Advisors LLC 0.00% 32,327 $1.1M
23 Aptus Capital Advisors, LLC 0.00% 377 $13K
24 Blair William & Co/Il 0.00% 990 $34K
25 Raymond James Financial Inc 0.00% 6,550 $222K
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 (RSPE)

What does the Smart Money Trend signal show for RSPE?

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

Slight buying edge — 50% buying: Last quarter: 14 funds bought or added vs 14 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 RSPE holders?

Smaller funds dominant — 13% AUM from top-100: 6 of 31 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RSPE?

Mixed — 32% long-term, 39% new: Of the 31 current holders: 10 (32%) held >2 years, 9 held 1–2 years, and 12 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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