Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (TBLL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — TBLL

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 TBLL 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 TBLL 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 — 51% buying

75 buying73 selling
Last quarter: 75 funds bought or added vs 73 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.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new TBLL position: 24 → 15 → 23 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 26% medium ■ 33% new
55 out of 136 hedge funds have held TBLL 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

20 → 24 → 15 → 23 → 37 new funds/Q
New funds entering each quarter: 24 → 15 → 23 → 37. 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 — 40% veterans vs 38% newcomers

■ 40% veterans ■ 21% 1-2yr ■ 38% new
Entry-cohort mix of 136 holders: 55 (40%) are 2+ year veterans, 29 entered 1–2 years ago, and 52 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
14 of 136 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in TBLL. 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 — TBLL

In 2026 Q1, 75 hedge funds were net buyers of TBLL (37 opened a new position, 38 added to an existing one), while 73 reduced or exited (50 trimmed, 23 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 56% of total institutional value in TBLL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 136.

Hedge Fund Ownership: TBLL

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

Market Analysis: TBLL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TBLL

-- --

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

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

Signal Freshness measures how much TBLL 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 · 79d ago
TBLL
+0.2%
SPY
+13.9%

TBLL outperformed SPY by -13.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
TBLL
+0.3%
SPY
+0.2%

Since the filing became public, TBLL outperformed SPY by +0.1% .

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.

4 top-rated funds 3 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: TBLL
136 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 136 122 11.48%
13F Shares 21M 14M 46.75%
Total Value $2.18B $1.50B 45.49%
New Positions 37 23 +14
Increased Positions 38 42 -4
Closed Positions 23 16 +7
Reduced Positions 50 46 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TBLL

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Institutional Holders (2026 Q1)

136 + investors

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

QUARTER:
Top 25 TBLL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CPR Investments Inc. 26.54% 376,870 $39.8M
2 Clear Retirement Advice LLC 9.33% 112,551 $11.9M
3 Castle Wealth Management LLC 8.38% 244,986 $25.9M
4 Awm Capital, LLC 5.76% 602,486 $63.6M
5 Spartan Planning & Wealth Management 5.46% 69,961 $7.4M
6 Power Wealth Management LLC 3.27% 83,337 $8.8M
7 RiverFront Investment Group, LLC 2.79% 1,711,671 $180.7M
8 Dock Street Asset Management Inc 2.44% 219,653 $23.2M
9 Brasada Capital Management, LP 1.67% 86,172 $9.1M
10 Convergence Financial, LLC 1.56% 139,210 $14.7M
11 Old Port Advisors 1.47% 60,586 $6.4M
12 Bulwark Capital Corp 1.39% 21,364 $2.3M
13 Matauro, LLC 1.15% 75,345 $8.0M
14 EdgeRock Capital LLC 0.94% 32,993 $3.5M
15 Blueprint Investment Partners LLC 0.82% 75,706 $8.0M
16 Core Wealth Partners LLC 0.74% 15,170 $1.6M
17 Astra Wealth Partners LLC 0.69% 10,996 $1.2M
18 One Day In July LLC 0.58% 68,249 $7.2M
19 May Barnhard Investments LLC 0.56% 10,940 $1.2M
20 Northbridge Financial Group, LLC 0.49% 10,684 $1.1M
21 Composition Wealth, LLC 0.47% 326,254 $34.4M
22 Private Advisory Group LLC 0.40% 57,775 $6.1M
23 Valley Financial Group, Inc. 0.39% 6,874 $726K
24 First Horizon Corp 0.36% 82,706 $8.7M
25 Brookstone Capital Management 0.36% 302,464 $31.9M
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 (TBLL)

What does the Smart Money Trend signal show for TBLL?

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

Slight buying edge — 51% buying: Last quarter: 75 funds bought or added vs 73 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 TBLL holders?

Elite ownership — 56% AUM from top-100 funds: 14 of 136 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in TBLL. 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 TBLL?

40% of holders stayed for 2+ years: 55 out of 136 hedge funds have held TBLL 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 (TBLL) following the 2026 Q1 hedge fund 13F filings?

As of today, TBLL has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), TBLL has gained +0.2% 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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