Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (XSHD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
59%

Smart Money Signals — XSHD

Based on 33 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 XSHD 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 — 94% of 3.0Y peak

94% of all-time peak
33 funds currently hold this stock — 94% of the 3.0-year high of 35 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding XSHD is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 59% buying

17 buying12 selling
Last quarter: 17 funds bought or added vs 12 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 — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 7 → 7 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 27% new

■ 39% conviction (2yr+) ■ 33% medium ■ 27% new
Of the 33 current holders: 13 (39%) held >2 years, 11 held 1–2 years, and 9 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 — ~6 new funds/quarter

11 → 4 → 7 → 7 → 6 new funds/Q
New funds entering each quarter: 4 → 7 → 7 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 36% veterans, 36% new entrants

■ 36% veterans ■ 27% 1-2yr ■ 36% new
Of 33 current holders: 12 (36%) held 2+ years, 9 held 1–2 years, 12 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
5 of 33 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — XSHD

In 2026 Q1, 17 hedge funds were net buyers of XSHD (6 opened a new position, 11 added to an existing one), while 12 reduced or exited (4 trimmed, 8 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 32% of total institutional value in XSHD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 33.

Hedge Fund Ownership: XSHD

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

Market Analysis: XSHD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XSHD

-- --

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

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

Signal Freshness measures how much XSHD 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 · 84d ago
XSHD
+2.6%
SPY
+14.9%

XSHD outperformed SPY by -12.3% since March 31, 2026.

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: XSHD
32 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 32 35 -8.57%
13F Shares 1M 1M 17.4%
Total Value $19M $16M 18.66%
New Positions 5 7 -2
Increased Positions 11 12 -1
Closed Positions 8 5 +3
Reduced Positions 4 5 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XSHD

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Financial Highlights

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Institutional Holders (2026 Q1)

32 + investors

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

QUARTER:
Top 25 XSHD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Concord Asset Management, LLC/VA 0.39% 177,636 $2.3M
2 Concord Wealth Partners 0.30% 178,681 $2.3M
3 Cowa, LLC 0.26% 73,648 $966K
4 Heartwood Wealth Advisors LLC 0.20% 176,273 $2.3M
5 Consultiva Wealth Management, CORP. 0.06% 1,545 $20K
6 Eagle Bluffs Wealth Management LLC 0.05% 10,549 $138K
7 IHT Wealth Management, LLC 0.05% 151,132 $2.0M
8 Capital Investment Advisory Services, LLC 0.03% 31,625 $415K
9 Graney & King, LLC 0.03% 4,003 $53K
10 Financial Solutions Advisory Group, Inc. 0.03% 14,826 $195K
11 Sigma Planning Corp 0.02% 55,535 $729K
12 Indivisible Partners 0.01% 11,238 $147K
13 Ashton Thomas Private Wealth, LLC 0.01% 18,898 $248K
14 International Assets Investment Management, LLC 0.00% 1,873 $25K
15 LPL Financial LLC 0.00% 445,673 $5.8M
16 Triumph Capital Management 0.00% 393 $5K
17 Motco 0.00% 650 $9K
18 Cetera Investment Advisers 0.00% 42,351 $556K
19 Two Sigma Investments, LP 0.00% 48,710 $639K
20 Farther Finance Advisors, LLC 0.00% 2,969 $39K
21 IFP Advisors, Inc 0.00% 1,000 $13K
22 Signature Equity Partners, LLC 0.00% 29 —
23 Osaic Holdings, INC. 0.00% 4,535 $59K
24 Allworth Financial LP 0.00% 779 $10K
25 Harbour Investments, INC. 0.00% 150 $2K
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 (XSHD)

What does the Smart Money Trend signal show for XSHD?

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

Slight buying edge — 59% buying: Last quarter: 17 funds bought or added vs 12 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 XSHD holders?

Strong quality — 32% AUM from major funds: 5 of 33 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XSHD?

Mixed — 39% long-term, 27% new: Of the 33 current holders: 13 (39%) held >2 years, 11 held 1–2 years, and 9 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 (XSHD) following the 2026 Q1 hedge fund 13F filings?

Since the quarter end (March 31, 2026), XSHD has gained +2.6% vs +14.9% 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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