Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (RWL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — RWL

Based on 321 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added RWL 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
321 hedge funds hold RWL 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.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+72 new funds entered over the past year (+29% 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.
🟢

More buyers than sellers — 70% buying

204 buying89 selling
Last quarter: 204 funds were net buyers (48 opened a brand new position + 156 added to an existing one). Only 89 were sellers (65 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new RWL position: 27 → 37 → 41 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 28% medium ■ 26% new
145 out of 321 hedge funds have held RWL 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

34 → 27 → 37 → 41 → 48 new funds/Q
New funds entering each quarter: 27 → 37 → 41 → 48. A growing number of institutions are discovering RWL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 46% veterans vs 36% newcomers

■ 46% veterans ■ 18% 1-2yr ■ 36% new
Entry-cohort mix of 321 holders: 147 (46%) are 2+ year veterans, 59 entered 1–2 years ago, and 115 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
24 of 321 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in RWL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — RWL

In 2026 Q1, 204 hedge funds were net buyers of RWL (48 opened a new position, 156 added to an existing one), while 89 reduced or exited (65 trimmed, 24 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 61% of total institutional value in RWL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 321.

Hedge Fund Ownership: RWL

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

Market Analysis: RWL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RWL

-- --

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

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

Signal Freshness measures how much RWL 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
RWL
+11.6%
SPY
+13.9%

RWL outperformed SPY by -2.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
RWL
+3.1%
SPY
+0.2%

Since the filing became public, RWL 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.

14 top-rated funds 15 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: RWL
320 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 320 297 7.74%
13F Shares 53M 49M 7.76%
Total Value $5.96B $5.53B 7.73%
New Positions 48 41 +7
Increased Positions 155 138 +17
Closed Positions 25 25 -
Reduced Positions 65 65 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RWL

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Institutional Holders (2026 Q1)

320 + investors

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

QUARTER:
Top 25 RWL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fusion Family Wealth, LLC 14.39% 1,677,074 $192.7M
2 Kozak & Associates, Inc. 13.64% 586,597 $70.0M
3 Tanglewood Legacy Advisors, LLC 11.83% 284,639 $32.7M
4 Stewardship Advisors, LLC 8.42% 318,852 $36.6M
5 Investment Planning Advisors, Inc. 7.71% 243,712 $28.0M
6 Denver Wealth Management, INC. 6.65% 168,293 $19.3M
7 Everest Financial Group LLC 6.12% 238,961 $27.4M
8 Retirement Planning Group, LLC / Ny 5.85% 79,036 $9.1M
9 Blue Water Asset Management 5.59% 140,791 $16.2M
10 LeClair Wealth Partners LLC 5.59% 140,791 $16.2M
11 Asset Allocation Strategies LLC 5.23% 256,235 $29.4M
12 Cadent Capital Advisors, LLC 5.03% 169,173 $19.4M
13 Colonial River Investments, LLC 4.35% 105,806 $12.2M
14 Atlas Legacy Advisors, LLC 4.14% 198,206 $22.8M
15 Mission Hills Financial Advisory, LLC 3.97% 67,427 $7.7M
16 Sonoma Allocations LLC 3.90% 97,079 $11.3M
17 Aspire Capital Advisors LLC 3.75% 145,078 $16.7M
18 Harbor Asset Planning, Inc. 3.63% 37,578 $4.3M
19 Scarborough Advisors, LLC 3.33% 264,701 $30.4M
20 TFR Capital, LLC. 3.19% 90,373 $10.4M
21 Oxford Wealth Group, LLC 2.91% 46,355 $5.3M
22 Petix & Botte Co 2.64% 102,976 $11.8M
23 WJ Wealth Management, LLC 2.32% 43,168 $5.0M
24 Kraft, Davis & Associates, LLC 2.25% 85,150 $10.5M
25 Optima Capital LLC 2.17% 40,705 $4.7M
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 (RWL)

What does the Smart Money Trend signal show for RWL?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added RWL 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 RWL?

More buyers than sellers — 70% buying: Last quarter: 204 funds were net buyers (48 opened a brand new position + 156 added to an existing one). Only 89 were sellers (65 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RWL holders?

Elite ownership — 61% AUM from top-100 funds: 24 of 321 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in RWL. 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 RWL?

45% of holders stayed for 2+ years: 145 out of 321 hedge funds have held RWL 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 (RWL) following the 2026 Q1 hedge fund 13F filings?

As of today, RWL has moved +3.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.9%. Since the quarter end (March 31, 2026), RWL has gained +11.6% 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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