Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (XMLV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — XMLV

Based on 190 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 XMLV 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 — 94% of 3.0Y peak

94% of all-time peak
190 funds currently hold this stock — 94% of the 3.0-year high of 203 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold XMLV compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 48% buying

79 buying87 selling
Last quarter: 87 funds reduced or exited vs 79 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new XMLV position: 15 → 16 → 16 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

75% of holders stayed for 2+ years

■ 75% conviction (2yr+) ■ 12% medium ■ 13% new
143 out of 190 hedge funds have held XMLV 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

25 → 15 → 16 → 16 → 24 new funds/Q
New funds entering each quarter: 15 → 16 → 16 → 24. A growing number of institutions are discovering XMLV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 77% veterans vs 15% newcomers

■ 77% veterans ■ 7% 1-2yr ■ 15% new
Entry-cohort mix of 190 holders: 147 (77%) are 2+ year veterans, 14 entered 1–2 years ago, and 29 (15%) 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
23 of 190 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in XMLV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 — XMLV

In 2026 Q2, 79 hedge funds were net buyers of XMLV (24 opened a new position, 55 added to an existing one), while 87 reduced or exited (68 trimmed, 19 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 49% of total institutional value in XMLV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 190.

Hedge Fund Ownership: XMLV

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

Market Analysis: XMLV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XMLV

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: XMLV
188 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 188 185 1.62%
13F Shares 6M 6M -3.1%
Total Value $354M $348M 1.89%
New Positions 23 16 +7
Increased Positions 54 64 -10
Closed Positions 20 22 -2
Reduced Positions 68 61 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XMLV

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Financial Highlights

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Institutional Holders (2026 Q2)

188 + investors

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

QUARTER:
Top 25 XMLV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DORVAL Corp 5.08% 266,274 $17.7M
2 PFS Partners, LLC 3.60% 134,082 $8.9M
3 Three Bearings Fiduciary Advisors, Inc. 1.57% 26,361 $1.7M
4 Portland Financial Advisors Inc 1.34% 11,089 $736K
5 Investment Partners Asset Management, Inc. 0.91% 24,689 $1.6M
6 Johnson & White Wealth Management, LLC 0.82% 33,066 $2.2M
7 Pacific Sun Financial Corp 0.54% 19,645 $1.3M
8 Carlson Financial, INC. 0.47% 13,042 $813K
9 MorganRosel Wealth Management, LLC 0.37% 16,460 $1.1M
10 ProVise Management Group, LLC 0.29% 66,246 $4.4M
11 Avant Capital LLC 0.27% 6,608 $438K
12 Destiny Capital Corp/CO 0.24% 7,657 $508K
13 Sculati Wealth Management, LLC 0.23% 10,201 $701K
14 ATX Financial Planning, LLC 0.19% 4,382 $291K
15 Petra Financial Advisors Inc 0.19% 6,252 $415K
16 Calton & Associates, INC. 0.19% 19,113 $1.3M
17 Tempo Wealth, LLC 0.19% 18,852 $1.3M
18 Brookstone Capital Management 0.18% 276,555 $18.3M
19 Lmcg Investments, LLC 0.17% 49,060 $3.3M
20 TopTier Wealth Management, LLC 0.17% 4,342 $288K
21 Spectrum Wealth Advisory Group, LLC 0.16% 8,226 $546K
22 Moneywise, INC. 0.15% 5,906 $392K
23 Meridian Financial Advisors, LLC 0.14% 4,411 $293K
24 Golden State Wealth Management, LLC 0.12% 20,010 $1.3M
25 Synergy Investment Management, LLC 0.11% 7,087 $470K
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 (XMLV)

What does the Smart Money Trend signal show for XMLV?

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

More sellers than buyers — 48% buying: Last quarter: 87 funds reduced or exited vs 79 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 XMLV holders?

Elite ownership — 49% AUM from top-100 funds: 23 of 190 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in XMLV. 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 XMLV?

75% of holders stayed for 2+ years: 143 out of 190 hedge funds have held XMLV 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.

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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