Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (RWJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — RWJ

Based on 184 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added RWJ 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
184 hedge funds hold RWJ 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.
〰️

Stable — ownership unchanged year-over-year

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

Slight buying edge — 50% buying

83 buying83 selling
Last quarter: 83 funds bought or added vs 83 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 — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 16 → 23 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 31% medium ■ 18% new
94 out of 184 hedge funds have held RWJ 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

30 → 20 → 16 → 23 → 19 new funds/Q
New funds entering each quarter: 20 → 16 → 23 → 19. A growing number of institutions are discovering RWJ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 24% 1-2yr ■ 27% new
Of 184 current holders: 89 (48%) 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 — 52% AUM from top-100 funds

52% from top-100 AUM funds
16 of 184 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in RWJ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Hedge Fund Ownership: RWJ

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

Market Analysis: RWJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RWJ

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 3 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: RWJ
2026 Q1 Stats Unlock in 15 days 184 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 184 178 3.37%
13F Shares 17M 18M -6.03%
Total Value $836M $878M -4.74%
New Positions 19 23 -4
Increased Positions 64 67 -3
Closed Positions 13 19 -6
Reduced Positions 70 59 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RWJ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

184 + investors

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

Top 25 institutional holders of RWJ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fusion Family Wealth, LLC 5.65% 1,498,972 $75.7M
2 Cyr Financial Inc. 3.91% 131,655 $6.6M
3 CPC Advisors, LLC 2.61% 319,178 $16.1M
4 OPINICUS CAPITAL, INC. 1.34% 37,602 $1.9M
5 CATHY PARETO & ASSOCIATES, INC 0.69% 20,358 $1.0M
6 Copia Wealth Management 0.45% 12,898 $651K
7 Sunrise Financial Services, LLC 0.44% 12,230 $617K
8 RETIREMENT PLANNING GROUP, LLC / NY 0.38% 11,825 $597K
9 Swisher Financial Concepts, Inc. 0.30% 10,534 $532K
10 First Bank & Trust 0.25% 31,078 $1.6M
11 Legacy Financial Advisors, Inc. 0.25% 35,767 $1.8M
12 JAMES INVESTMENT RESEARCH, INC. 0.23% 40,984 $2.1M
13 Patriot Financial Group Insurance Agency, LLC 0.21% 75,170 $3.8M
14 Nova Wealth Management, Inc. 0.19% 5,829 $294K
15 NOTTINGHAM ADVISORS, INC. 0.17% 26,680 $1.3M
16 S.A. Mason LLC 0.16% 8,425 $425K
17 Meridian Financial Advisors, LLC 0.15% 5,505 $278K
18 IFP Advisors, Inc 0.14% 130,793 $6.6M
19 Key FInancial Inc 0.13% 14,112 $712K
20 Proactive Wealth Strategies LLC 0.12% 12,302 $621K
21 BYRNE FINANCIAL FREEDOM, LLC 0.11% 4,384 $221K
22 Pine Harbor Wealth Management, LLC 0.10% 6,909 $349K
23 CoreCap Advisors, LLC 0.10% 60,572 $3.1M
24 Belpointe Asset Management LLC 0.10% 53,311 $2.7M
25 Marshall Financial Group, LLC 0.10% 12,130 $612K
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 (RWJ)

What does the Smart Money Trend signal show for RWJ?

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

Slight buying edge — 50% buying: Last quarter: 83 funds bought or added vs 83 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 RWJ holders?

Elite ownership — 52% AUM from top-100 funds: 16 of 184 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in RWJ. 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 RWJ?

51% of holders stayed for 2+ years: 94 out of 184 hedge funds have held RWJ 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.