Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (RZG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
37%

Smart Money Signals — RZG

Based on 55 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their RZG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
55 hedge funds hold RZG 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 — +8% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 37% buying

17 buying29 selling
Last quarter: 29 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 4 → 6 → 12 → 5. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 22% medium ■ 13% new
36 out of 55 hedge funds have held RZG 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.
➡️

Steady discovery — ~5 new funds/quarter

5 → 4 → 6 → 12 → 5 new funds/Q
New funds entering each quarter: 4 → 6 → 12 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 15% 1-2yr ■ 18% new
Of 55 current holders: 37 (67%) 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.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
14 of 55 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — RZG

In 2026 Q1, 17 hedge funds were net buyers of RZG (5 opened a new position, 12 added to an existing one), while 29 reduced or exited (21 trimmed, 8 sold completely) — a 37% buyer ratio, indicating net institutional distribution. 35% of total institutional value in RZG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 55.

Hedge Fund Ownership: RZG

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

Market Analysis: RZG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RZG

-- --

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

Is It Too Late to Buy Invesco Exchange Traded Fd T (RZG) Based on Hedge Fund 13F Filings?

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

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

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

Since the filing became public, RZG 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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: RZG
55 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 55 58 -5.17%
13F Shares 795K 822K -3.29%
Total Value $44M $45M -1.45%
New Positions 5 12 -7
Increased Positions 12 14 -2
Closed Positions 8 9 -1
Reduced Positions 21 16 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RZG

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Financial Highlights

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Institutional Holders (2026 Q1)

55 + investors

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

QUARTER:
Top 25 RZG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Horizon Family Wealth, Inc. 2.55% 84,834 $4.8M
2 Twelve Points Wealth Management LLC 0.62% 49,803 $2.8M
3 Willner & Heller, LLC 0.48% 11,355 $647K
4 Pacific Sun Financial Corp 0.27% 9,760 $556K
5 American Institute for Advanced Investment Management, LLP 0.20% 5,451 $310K
6 Tempo Wealth, LLC 0.17% 17,083 $973K
7 Purus Wealth Management, LLC 0.16% 8,712 $496K
8 Investors Research Corp 0.13% 12,386 $706K
9 Mainstay Capital Management LLC /Adv 0.09% 19,654 $1.1M
10 Kaydan Wealth Management, Inc. 0.08% 4,445 $253K
11 Berger Financial Group, Inc 0.06% 17,921 $1.0M
12 Commonwealth Financial Services, LLC 0.06% 6,192 $353K
13 Collier Financial 0.05% 1,117 $64K
14 Heritage Trust Co 0.03% 5,295 $302K
15 FAS Wealth Partners, Inc. 0.03% 7,876 $449K
16 Cwm, LLC 0.02% 124,797 $7.1M
17 Trilogy Capital Inc. 0.01% 4,262 $243K
18 Belpointe Asset Management LLC 0.01% 4,068 $232K
19 Western Wealth Management, LLC 0.01% 3,929 $224K
20 Key FInancial Inc 0.01% 687 $39K
21 Trust Co of Toledo NA /Oh/ 0.01% 975 $56K
22 Allworth Financial LP 0.00% 16,888 $962K
23 Harbour Investments, INC. 0.00% 3,386 $193K
24 Capital Investment Advisory Services, LLC 0.00% 676 $39K
25 Rossby Financial, LCC 0.00% 222 $13K
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 Exchange Traded Fd T (RZG)

What does the Smart Money Trend signal show for RZG?

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

Heavy selling pressure — only 37% buying: Last quarter: 29 funds sold vs only 17 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for RZG holders?

Strong quality — 35% AUM from major funds: 14 of 55 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RZG?

65% of holders stayed for 2+ years: 36 out of 55 hedge funds have held RZG 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 Exchange Traded Fd T (RZG) following the 2026 Q1 hedge fund 13F filings?

As of today, RZG 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), RZG 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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