Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (SOXQ)

113 + 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
↑ +4
Streak
4Q ▲
Buyers last Q
55%

Smart Money Signals — SOXQ

Based on 113 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
113 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 — +38% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+38% 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.
🟡

Slight buying edge — 55% buying

58 buying48 selling
Last quarter: 58 funds bought or added vs 48 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 — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 20 → 18 → 22 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 34% long-term, 29% new

■ 34% conviction (2yr+) ■ 37% medium ■ 29% new
Of the 113 current holders: 38 (34%) held >2 years, 42 held 1–2 years, and 33 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.
➡️

Steady discovery — ~18 new funds/quarter

10 → 20 → 18 → 22 → 18 new funds/Q
New funds entering each quarter: 20 → 18 → 22 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 34% veterans, 35% new entrants

■ 34% veterans ■ 30% 1-2yr ■ 35% new
Of 119 current holders: 41 (34%) held 2+ years, 36 held 1–2 years, 42 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
19 of 113 holders are among the 100 largest funds by AUM, controlling 45% 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 Q1, 58 hedge funds were net buyers of SOXQ (18 opened a new position, 40 added to an existing one), while 48 reduced or exited (34 trimmed, 14 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in SOXQ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 113.

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 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 · 77d ago
SOXQ
+75.2%
SPY
+15.9%

SOXQ outperformed SPY by +59.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
SOXQ
+14.7%
SPY
+2.0%

Since the filing became public, SOXQ outperformed SPY by +12.7% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: SOXQ
113 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 113 109 3.67%
13F Shares 4M 3M 6.06%
Total Value $206M $187M 10.34%
New Positions 18 22 -4
Increased Positions 39 32 +7
Closed Positions 14 9 +5
Reduced Positions 32 37 -5
Total Calls 3 2 50.0%
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: SOXQ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

113 + 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:
Top 25 SOXQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Absolute Capital Management, LLC 1.35% 67,900 $4.1M
2 Marshall Investment Management, LLC 1.21% 42,327 $2.5M
3 Condor Capital Management 0.95% 190,508 $11.4M
4 Eagle Global Advisors LLC 0.72% 332,483 $19.8M
5 Bright Futures Wealth Management, LLC. 0.53% 13,080 $781K
6 Pacific Sun Financial Corp 0.33% 11,472 $685K
7 Westco Advisory Services Inc /Adv 0.21% 5,469 $326K
8 VestGen Advisors, LLC 0.20% 80,446 $7.4M
9 Hardy Reed LLC 0.20% 45,000 $2.7M
10 Almanack Investment Partners, LLC. 0.17% 16,753 $1.0M
11 Wbi Investments, LLC 0.16% 9,905 $591K
12 Retirement Planning Group, LLC / Ny 0.16% 4,062 $242K
13 NorthRock Partners, LLC 0.15% 159,046 $9.5M
14 Meridian Wealth Management, LLC 0.11% 53,881 $3.2M
15 Huntleigh Advisors, Inc. 0.10% 9,541 $570K
16 Twin Peaks Wealth Advisors, LLC 0.09% 6,123 $366K
17 Kovack Advisors, Inc. 0.07% 20,261 $1.2M
18 Meitav Investment House Ltd 0.06% 95,370 $5.7M
19 Topsail Wealth Management, LLC 0.06% 6,930 $414K
20 HighPoint Advisor Group LLC 0.05% 20,218 $1.2M
21 Capital Investment Advisors, LLC 0.04% 42,058 $2.5M
22 KPP Advisory Services LLC 0.03% 3,840 $229K
23 Fwl Investment Management, LLC 0.03% 2,379 $142K
24 Silver Oak Securities, Incorporated 0.03% 5,754 $344K
25 PFG Investments, LLC 0.02% 8,395 $501K
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 — 4 quarters in a row: For 4 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?

Slight buying edge — 55% buying: Last quarter: 58 funds bought or added vs 48 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 SOXQ holders?

Elite ownership — 45% AUM from top-100 funds: 19 of 113 holders are among the 100 largest funds by AUM, controlling 45% 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 — 34% long-term, 29% new: Of the 113 current holders: 38 (34%) held >2 years, 42 held 1–2 years, and 33 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 Q1 hedge fund 13F filings?

As of today, SOXQ has moved +14.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +12.7%. Since the quarter end (March 31, 2026), SOXQ has gained +75.2% vs +15.9% for SPY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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