Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (XSHD)

35 + 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
↑ +3
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — XSHD

Based on 36 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 XSHD 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
36 hedge funds hold XSHD 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 — +12% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

14 buying14 selling
Last quarter: 14 funds bought or added vs 14 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 7 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 22% new

■ 39% conviction (2yr+) ■ 39% medium ■ 22% new
Of the 36 current holders: 14 (39%) held >2 years, 14 held 1–2 years, and 8 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 — ~8 new funds/quarter

5 → 7 → 7 → 6 → 8 new funds/Q
New funds entering each quarter: 7 → 7 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 47% veterans vs 28% newcomers

■ 47% veterans ■ 25% 1-2yr ■ 28% new
Entry-cohort mix of 36 holders: 17 (47%) are 2+ year veterans, 9 entered 1–2 years ago, and 10 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
7 of 35 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q2, 14 hedge funds were net buyers of XSHD (8 opened a new position, 6 added to an existing one), while 14 reduced or exited (9 trimmed, 5 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 36.

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

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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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: XSHD
2026 Q3 Stats Unlock in 44 days 35 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 35 33 6.06%
13F Shares 1M 1M -17.04%
Total Value $18M $19M -9.55%
New Positions 8 6 +2
Increased Positions 6 11 -5
Closed Positions 5 8 -3
Reduced Positions 9 4 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XSHD

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

35 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Concord Asset Management, LLC/VA 0.38% 173,987 $2.5M
2 Concord Wealth Partners 0.28% 174,640 $2.5M
3 Cowa, LLC 0.24% 68,848 $972K
4 Heartwood Wealth Advisors LLC 0.20% 185,226 $2.6M
5 Eagle Bluffs Wealth Management LLC 0.05% 10,549 $149K
6 Consultiva Wealth Management, CORP. 0.05% 1,545 $22K
7 IHT Wealth Management, LLC 0.05% 155,940 $2.2M
8 Financial Solutions Advisory Group, Inc. 0.05% 26,199 $368K
9 Rossby Financial, LCC 0.03% 12,171 $172K
10 Capital Investment Advisory Services, LLC 0.03% 31,625 $447K
11 Tower Research Capital LLC (TRC) 0.02% 56,692 $800K
12 Graney & King, LLC 0.02% 3,743 $53K
13 Indivisible Partners 0.01% 11,238 $159K
14 Global Retirement Partners, LLC 0.01% 28,513 $403K
15 Ashton Thomas Private Wealth, LLC 0.01% 18,898 $267K
16 Wealthcare Advisory Partners LLC 0.00% 12,236 $173K
17 International Assets Investment Management, LLC 0.00% 1,873 $27K
18 Triumph Capital Management 0.00% 393 $6K
19 Motco 0.00% 650 $9K
20 Cetera Investment Advisers 0.00% 39,473 $557K
21 LPL Financial LLC 0.00% 131,279 $1.9M
22 Farther Finance Advisors, LLC 0.00% 2,969 $42K
23 Two Sigma Investments, LP 0.00% 26,810 $379K
24 IFP Advisors, Inc 0.00% 1,000 $14K
25 Osaic Holdings, INC. 0.00% 5,106 $72K
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?

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

Slight buying edge — 50% buying: Last quarter: 14 funds bought or added vs 14 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?

Smaller funds dominant — 16% AUM from top-100: 7 of 35 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XSHD?

Mixed — 39% long-term, 22% new: Of the 36 current holders: 14 (39%) held >2 years, 14 held 1–2 years, and 8 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.

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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