Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (XLG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — XLG

Based on 583 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XLG 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.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
583 funds currently hold this stock — 92% of the 3.0-year high of 636 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

264 buying275 selling
Last quarter: 275 funds reduced or exited vs 264 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new XLG position: 66 → 122 → 55 → 79. 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+) ■ 32% medium ■ 22% new
265 out of 583 hedge funds have held XLG 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.
📊

Peak discovery — momentum slowing

89 → 66 → 122 → 55 → 79 new funds/Q
New funds entering each quarter: 66 → 122 → 55 → 79. XLG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 45% veterans vs 29% newcomers

■ 45% veterans ■ 26% 1-2yr ■ 29% new
Entry-cohort mix of 586 holders: 264 (45%) are 2+ year veterans, 151 entered 1–2 years ago, and 171 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
33 of 582 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in XLG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — XLG

In 2026 Q2, 264 hedge funds were net buyers of XLG (79 opened a new position, 185 added to an existing one), while 275 reduced or exited (220 trimmed, 55 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 49% of total institutional value in XLG 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: 583.

Hedge Fund Ownership: XLG

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

Market Analysis: XLG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XLG

-- --

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

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

Signal Freshness measures how much XLG has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 81d ago
XLG
+2.8%
SPY
+2.1%

XLG outperformed SPY by +0.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 36d ago
XLG
-0.2%
SPY
-1.8%

Since the filing became public, XLG outperformed SPY by +1.6% .

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 16 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: XLG
581 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 581 559 3.94%
13F Shares 83M 78M 6.89%
Total Value $5.04B $4.20B 19.93%
New Positions 78 55 +23
Increased Positions 183 162 +21
Closed Positions 55 131 -76
Reduced Positions 220 242 -22
Total Calls 3 3 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.33 Bullish

Statistics: XLG

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Institutional Holders (2026 Q2)

581 + investors

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

QUARTER:
Top 25 XLG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Demars Financial Group, LLC 13.17% 776,421 $47.5M
2 Cedar Wealth Management, LLC 9.26% 588,062 $36.0M
3 Cyr Financial Inc. 8.51% 266,804 $16.3M
4 Principle Wealth Partners LLC 7.84% 2,592,959 $158.8M
5 Means Investment CO., INC. 7.51% 1,624,685 $99.5M
6 IFC & Insurance Marketing, Inc. 6.11% 113,274 $6.9M
7 Green Ridge Wealth Planning LLC 5.89% 228,719 $14.0M
8 Estate Planners Group, LLC 5.78% 208,582 $12.8M
9 Seros Financial, LLC 5.62% 176,305 $10.8M
10 Core Wealth Advisors, Inc. 4.95% 402,306 $24.6M
11 PMG Wealth Management, Inc. 4.76% 125,829 $7.7M
12 Johnson Financial Group, Inc. 4.54% 2,255,508 $138.1M
13 Quattro Financial Advisors LLC 4.42% 337,860 $20.7M
14 Goodwin Investment Advisory 4.15% 33,660 $2.1M
15 City Center Advisors, LLC 3.05% 61,579 $3.8M
16 Comprehensive Financial Planning, Inc./PA 3.03% 92,770 $5.7M
17 Ackerman Asset Management, LLC 2.90% 78,951 $4.8M
18 Tulsa Wealth Advisors, INC 2.82% 326,731 $20.0M
19 Summit Financial Consulting LLC 2.70% 64,920 $4.0M
20 Laraway Financial Advisors Inc 2.64% 71,054 $4.4M
21 Vision Retirement, LLC 2.59% 174,996 $10.7M
22 Bogart Wealth, LLC 2.35% 1,120,730 $68.6M
23 Lighthouse Financial Services Inc /Adv 2.27% 176,958 $10.8M
24 Bulwark Capital Corp 2.20% 63,937 $3.9M
25 Pinnacle Family Advisors, LLC 2.07% 80,545 $4.9M
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 Exchange Traded Fd T (XLG)

What does the Smart Money Trend signal show for XLG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XLG 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 XLG?

More sellers than buyers — 49% buying: Last quarter: 275 funds reduced or exited vs 264 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XLG holders?

Elite ownership — 49% AUM from top-100 funds: 33 of 582 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in XLG. 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 XLG?

45% of holders stayed for 2+ years: 265 out of 583 hedge funds have held XLG 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 (XLG) following the 2026 Q2 hedge fund 13F filings?

As of today, XLG has moved -0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +1.6%. Since the quarter end (June 30, 2026), XLG has gained +2.8% vs +2.1% 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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