Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (XLG)

555 + 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
↓ -75
Streak
1Q ▼
Buyers last Q
37%

Smart Money Signals — XLG

Based on 559 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 XLG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
559 funds currently hold this stock — 88% of the 3.0-year high of 634 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+50 new funds entered over the past year (+10% 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

217 buying374 selling
Last quarter: 374 funds sold vs only 217 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-66 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 88 → 66 → 121 → 55. 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.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 36% medium ■ 22% new
232 out of 559 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.
📈

Growing discovery — still being found

108 → 88 → 66 → 121 → 55 new funds/Q
New funds entering each quarter: 88 → 66 → 121 → 55. A growing number of institutions are discovering XLG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 41% of holders stayed 2+ years

■ 41% veterans ■ 25% 1-2yr ■ 35% new
Of 563 current holders: 230 (41%) 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.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
27 of 559 holders are among the 100 largest funds by AUM, controlling 44% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q1, 217 hedge funds were net buyers of XLG (55 opened a new position, 162 added to an existing one), while 374 reduced or exited (244 trimmed, 130 sold completely) — a 37% buyer ratio, indicating net institutional distribution. 44% of total institutional value in XLG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -75 funds (more exits than new entries). Total institutional holders: 559.

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 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 · 74d ago
XLG
+12.3%
SPY
+14.1%

XLG outperformed SPY by -1.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
XLG
-3.6%
SPY
+0.3%

Since the filing became public, XLG outperformed SPY by -3.9% .

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.

23 top-rated funds 19 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: XLG
555 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 555 634 -12.46%
13F Shares 78M 100M -22.32%
Total Value $4.20B $5.93B -29.15%
New Positions 55 121 -66
Increased Positions 162 254 -92
Closed Positions 134 45 +89
Reduced Positions 240 163 +77
Total Calls 3 3 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.33 0.0 Bullish

Statistics: XLG

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Institutional Holders (2026 Q1)

555 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Demars Financial Group, LLC 13.92% 775,044 $42.3M
2 Cedar Wealth Management, LLC 9.24% 582,044 $31.8M
3 Cyr Financial Inc. 8.03% 250,019 $13.6M
4 Principle Wealth Partners LLC 7.96% 2,552,987 $139.3M
5 Means Investment CO., INC. 7.43% 1,564,330 $85.3M
6 Green Ridge Wealth Planning LLC 6.38% 222,205 $12.1M
7 Seros Financial, LLC 6.00% 172,669 $9.4M
8 IFC & Insurance Marketing, Inc. 5.96% 104,612 $5.7M
9 Quattro Financial Advisors LLC 5.57% 337,753 $18.4M
10 Estate Planners Group, LLC 5.17% 201,128 $11.9M
11 Core Wealth Advisors, Inc. 5.08% 389,962 $21.3M
12 PMG Wealth Management, Inc. 4.97% 126,338 $6.9M
13 Tulsa Wealth Advisors, INC 4.41% 460,984 $25.1M
14 Johnson Financial Group, Inc. 4.09% 2,071,676 $113.0M
15 M1 Capital Management LLC 3.66% 145,576 $7.9M
16 WealthPoint Financial, LLC 3.57% 69,239 $4.1M
17 Comprehensive Financial Planning, Inc./PA 3.48% 92,005 $5.0M
18 Ackerman Asset Management, LLC 3.08% 80,835 $4.4M
19 City Center Advisors, LLC 2.89% 57,343 $3.1M
20 Ffg Retirement Advisors LLC 2.82% 88,680 $4.8M
21 Laraway Financial Advisors Inc 2.73% 71,143 $3.9M
22 Vision Retirement, LLC 2.65% 170,625 $9.3M
23 Summit Financial Consulting LLC 2.47% 63,246 $3.5M
24 Ashton Thomas Securities, LLC 2.44% 356,650 $19.5M
25 Bogart Wealth, LLC 2.31% 1,099,124 $60.0M
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?

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

Heavy selling pressure — only 37% buying: Last quarter: 374 funds sold vs only 217 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 XLG holders?

Elite ownership — 44% AUM from top-100 funds: 27 of 559 holders are among the 100 largest funds by AUM, controlling 44% 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?

42% of holders stayed for 2+ years: 232 out of 559 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 Q1 hedge fund 13F filings?

As of today, XLG has moved -3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -3.9%. Since the quarter end (March 31, 2026), XLG has gained +12.3% vs +14.1% 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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