Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (RWK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — RWK

Based on 136 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added RWK 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
136 hedge funds hold RWK 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
+21 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.
🟡

Slight buying edge — 59% buying

74 buying51 selling
Last quarter: 74 funds bought or added vs 51 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 — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 13 → 21 → 22. 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+) ■ 24% medium ■ 25% new
70 out of 136 hedge funds have held RWK 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.
🚀

Acceleration phase — new buyers rushing in

11 → 13 → 13 → 21 → 22 new funds/Q
New funds entering each quarter: 13 → 13 → 21 → 22. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 55% veterans vs 28% newcomers

■ 55% veterans ■ 17% 1-2yr ■ 28% new
Entry-cohort mix of 136 holders: 75 (55%) are 2+ year veterans, 23 entered 1–2 years ago, and 38 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
20 of 136 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in RWK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — RWK

In 2026 Q1, 74 hedge funds were net buyers of RWK (22 opened a new position, 52 added to an existing one), while 51 reduced or exited (37 trimmed, 14 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 55% of total institutional value in RWK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 136.

Hedge Fund Ownership: RWK

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

Market Analysis: RWK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RWK

-- --

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

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

Signal Freshness measures how much RWK 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
RWK
nan%
SPY
+13.9%

RWK outperformed SPY by nan% since March 31, 2026.

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

Since the filing became public, RWK outperformed SPY by nan% .

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.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: RWK
135 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 135 128 5.47%
13F Shares 6M 6M -6.44%
Total Value $749M $748M 0.09%
New Positions 22 21 +1
Increased Positions 51 49 +2
Closed Positions 15 7 +8
Reduced Positions 37 34 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RWK

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Institutional Holders (2026 Q1)

135 + investors

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

QUARTER:
Top 25 RWK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fusion Family Wealth, LLC 5.28% 551,484 $70.7M
2 Ipsen Advisor Group LLC 4.14% 46,159 $5.9M
3 Marshall & Sterling Wealth Advisors Inc. 2.85% 33,967 $4.4M
4 Perspective Wealth Advisors LLC 1.74% 20,950 $2.7M
5 RVW Wealth, LLC 1.17% 117,587 $15.1M
6 Resonant Capital Advisors, LLC 1.15% 170,930 $21.9M
7 Vantagepoint Investment Advisers LLC 0.58% 535,439 $68.7M
8 Anson Capital, Inc. 0.44% 4,987 $640K
9 Bleakley Financial Group, LLC 0.41% 205,423 $26.3M
10 Willner & Heller, LLC 0.36% 3,757 $482K
11 BAM Wealth Management, LLC 0.32% 3,339 $428K
12 J. Derek Lewis & Associates Inc. 0.31% 10,529 $1.3M
13 Nwam LLC 0.29% 39,790 $5.1M
14 Seros Financial, LLC 0.29% 3,543 $454K
15 Prism Advisors, Inc. 0.25% 7,324 $939K
16 Patriot Financial Group Insurance Agency, LLC 0.20% 27,750 $3.6M
17 Independent Wealth Network Inc. 0.16% 4,079 $523K
18 Ausdal Financial Partners, Inc. 0.15% 27,149 $3.5M
19 Marshall Financial Group, LLC 0.14% 7,033 $902K
20 Keystone Financial Services, LLC 0.14% 1,610 $206K
21 GHP Investment Advisors, Inc. 0.13% 24,783 $3.2M
22 Colonial River Investments, LLC 0.13% 2,764 $354K
23 Claro Advisors Inc. 0.11% 7,157 $918K
24 New Insight Wealth Advisors 0.11% 2,348 $301K
25 First Financial Corp /In/ 0.09% 1,881 $241K
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 (RWK)

What does the Smart Money Trend signal show for RWK?

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

Slight buying edge — 59% buying: Last quarter: 74 funds bought or added vs 51 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 RWK holders?

Elite ownership — 55% AUM from top-100 funds: 20 of 136 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in RWK. 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 RWK?

51% of holders stayed for 2+ years: 70 out of 136 hedge funds have held RWK 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 (RWK) following the 2026 Q1 hedge fund 13F filings?

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