Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (SOXQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +53
Streak
5Q ▲
Buyers last Q
70%

Smart Money Signals — SOXQ

Based on 166 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added SOXQ 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
166 hedge funds hold SOXQ 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 — +87% more funds vs a year ago

fund count last 6Q
+77 new funds entered over the past year (+87% 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

117 buying51 selling
Last quarter: 117 funds were net buyers (72 opened a brand new position + 45 added to an existing one). Only 51 were sellers (32 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+54 vs last Q)

new funds entering per quarter
Funds opening a new SOXQ position: 18 → 22 → 18 → 72. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 29% long-term, 46% new

■ 29% conviction (2yr+) ■ 25% medium ■ 46% new
Of the 166 current holders: 48 (29%) held >2 years, 41 held 1–2 years, and 77 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 +152% but shares only +37% — price-driven

Value
+151%
Shares
+36%
Last quarter: the total dollar value of institutional holdings rose +152%, but actual share count only changed +37%. 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.
🚀

Acceleration phase — new buyers rushing in

21 → 18 → 22 → 18 → 72 new funds/Q
New funds entering each quarter: 18 → 22 → 18 → 72. 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.
📊

Mixed cohorts — 31% veterans, 48% new entrants

■ 31% veterans ■ 21% 1-2yr ■ 48% new
Of 170 current holders: 52 (31%) held 2+ years, 36 held 1–2 years, 82 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
22 of 164 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SOXQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 — SOXQ

In 2026 Q2, 117 hedge funds were net buyers of SOXQ (72 opened a new position, 45 added to an existing one), while 51 reduced or exited (32 trimmed, 19 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 52% of total institutional value in SOXQ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +53 funds (more new holders than closures). Total institutional holders: 166.

Hedge Fund Ownership: SOXQ

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

Market Analysis: SOXQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SOXQ

-- --

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

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

Signal Freshness measures how much SOXQ has moved relative to its sector benchmark (SPY) since the 2026 Q3 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 September 30, 2026 · 45d ago
SOXQ
-16.4%
SPY
-1.1%

SOXQ outperformed SPY by -15.3% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
SOXQ
+0.0%
SPY
+0.0%

Since the filing became public, SOXQ outperformed SPY by +0.0% .

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.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: SOXQ
2026 Q3 Stats Unlock in 5 days 164 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 164 113 45.13%
13F Shares 5M 4M 36.62%
Total Value $519M $206M 151.65%
New Positions 72 18 +54
Increased Positions 44 39 +5
Closed Positions 19 15 +4
Reduced Positions 31 32 -1
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SOXQ

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Diluted EPS (ttm) --
Total Cash (mrq) --
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Institutional Holders (2026 Q3)

164 + investors

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

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SOXQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Absolute Capital Management, LLC 1.57% 67,900 $6.7M
2 Journey Beyond Wealth, LLC 1.54% 20,502 $2.0M
3 Condor Capital Management 1.38% 185,761 $18.5M
4 Eagle Global Advisors LLC 1.11% 337,373 $33.5M
5 Burling Wealth Partners, LLC 0.37% 26,287 $2.6M
6 Westco Advisory Services Inc /Adv 0.34% 5,707 $567K
7 Hardy Reed LLC 0.28% 45,000 $4.5M
8 Wbi Investments, LLC 0.27% 10,367 $1.0M
9 Global X Japan Co., Ltd. 0.24% 60,433 $6.0M
10 VestGen Advisors, LLC 0.24% 78,031 $7.8M
11 FFG Partners, LLC 0.23% 7,924 $788K
12 Retirement Guys Formula LLC 0.22% 6,087 $605K
13 Sankala Group LLC 0.22% 3,340 $333K
14 Retirement Planning Group, LLC / Ny 0.21% 4,078 $405K
15 Kropog Financial Group, LLC 0.18% 2,620 $260K
16 Meridian Wealth Management, LLC 0.16% 55,173 $5.5M
17 Northern Lights Advisors, Inc. 0.15% 2,947 $293K
18 Huntleigh Advisors, Inc. 0.15% 10,617 $1.1M
19 Capital Investment Advisors, LLC 0.09% 73,395 $7.3M
20 Flagstar Securities, Inc 0.09% 3,061 $304K
21 Berkeley Capital Partners, LLC 0.08% 3,715 $369K
22 Worth Asset Management, LLC 0.07% 2,458 $244K
23 Meitav Investment House Ltd 0.07% 107,050 $10.6M
24 Cypress Capital Management LLC (WY) 0.06% 805 $80K
25 Berbice Capital Management LLC 0.06% 1,250 $124K
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 (SOXQ)

What does the Smart Money Trend signal show for SOXQ?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added SOXQ 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 SOXQ?

More buyers than sellers — 70% buying: Last quarter: 117 funds were net buyers (72 opened a brand new position + 45 added to an existing one). Only 51 were sellers (32 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SOXQ holders?

Elite ownership — 52% AUM from top-100 funds: 22 of 164 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SOXQ. 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 SOXQ?

Mixed — 29% long-term, 46% new: Of the 166 current holders: 48 (29%) held >2 years, 41 held 1–2 years, and 77 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.

Is it too late to buy Invesco Exch Traded Fd Tr II (SOXQ) following the 2026 Q3 hedge fund 13F filings?

As of today, SOXQ has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), SOXQ has gained -16.4% vs -1.1% 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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