Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (XSHQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — XSHQ

Based on 73 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 XSHQ 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
73 funds currently hold this stock — 94% of the 3.0-year high of 78 funds (reached 2025 Q1). 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
5 fewer hedge funds hold XSHQ compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

43 buying38 selling
Last quarter: 43 funds bought or added vs 38 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 — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 9 → 12 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 29% long-term, 33% new

■ 29% conviction (2yr+) ■ 38% medium ■ 33% new
Of the 73 current holders: 21 (29%) held >2 years, 28 held 1–2 years, and 24 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.
📈

Growing discovery — still being found

18 → 15 → 9 → 12 → 15 new funds/Q
New funds entering each quarter: 15 → 9 → 12 → 15. A growing number of institutions are discovering XSHQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 32% veterans, 49% new entrants

■ 32% veterans ■ 19% 1-2yr ■ 49% new
Of 73 current holders: 23 (32%) held 2+ years, 14 held 1–2 years, 36 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
13 of 73 holders rank in the top 100 by AUM, accounting for 39% 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 — XSHQ

In 2026 Q1, 43 hedge funds were net buyers of XSHQ (15 opened a new position, 28 added to an existing one), while 38 reduced or exited (22 trimmed, 16 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 39% of total institutional value in XSHQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 73.

Hedge Fund Ownership: XSHQ

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

Market Analysis: XSHQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XSHQ

-- --

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

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

Signal Freshness measures how much XSHQ 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 · 78d ago
XSHQ
+11.6%
SPY
+15.9%

XSHQ outperformed SPY by -4.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
XSHQ
+4.3%
SPY
+2.0%

Since the filing became public, XSHQ outperformed SPY by +2.3% .

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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: XSHQ
73 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 73 74 -1.35%
13F Shares 4M 3M 26.36%
Total Value $166M $133M 24.38%
New Positions 15 12 +3
Increased Positions 28 26 +2
Closed Positions 16 10 +6
Reduced Positions 22 27 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XSHQ

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

73 + investors

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

QUARTER:
Top 25 XSHQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PlanVest Financial, Inc 2.68% 83,718 $3.5M
2 Beacon Financial Planning, Inc 2.16% 131,997 $5.6M
3 DHJJ Financial Advisors, Ltd. 1.16% 82,913 $3.5M
4 Breakwater Capital Group 1.00% 177,110 $7.5M
5 Larson Financial Group LLC 0.79% 588,608 $24.8M
6 Fortune Financial Group, Inc. 0.63% 16,692 $704K
7 Westmount Partners, LLC 0.54% 40,000 $2.2M
8 Northwest Financial Advisors 0.49% 5,984 $252K
9 Private Advisory Group LLC 0.36% 131,409 $5.5M
10 Intrua Financial, LLC 0.36% 81,711 $3.4M
11 HighPoint Advisor Group LLC 0.30% 170,202 $7.2M
12 TAGStone Capital, Inc. 0.26% 17,502 $738K
13 Fox Financial, Inc 0.22% 6,528 $275K
14 Roman Butler Fullerton & Co 0.19% 15,565 $681K
15 Mascagni Wealth Management, Inc. 0.17% 5,578 $235K
16 Foundry Financial Group, Inc. 0.16% 7,506 $316K
17 Twin Peaks Wealth Advisors, LLC 0.13% 12,702 $536K
18 Fifth Third Securities, INC. 0.13% 48,315 $2.0M
19 Independent Advisor Alliance 0.11% 233,731 $9.9M
20 Golden State Wealth Management, LLC 0.10% 21,337 $900K
21 Archer Investment Management, LLC 0.09% 5,254 $222K
22 Family Manage LLC 0.09% 17,636 $744K
23 Nikulski Financial, Inc. 0.07% 6,275 $265K
24 Rossby Financial, LCC 0.04% 4,939 $209K
25 Onyx Bridge Wealth Group LLC 0.04% 9,192 $388K
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 (XSHQ)

What does the Smart Money Trend signal show for XSHQ?

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

Slight buying edge — 53% buying: Last quarter: 43 funds bought or added vs 38 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 XSHQ holders?

Strong quality — 39% AUM from major funds: 13 of 73 holders rank in the top 100 by AUM, accounting for 39% 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 XSHQ?

Mixed — 29% long-term, 33% new: Of the 73 current holders: 21 (29%) held >2 years, 28 held 1–2 years, and 24 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 (XSHQ) following the 2026 Q1 hedge fund 13F filings?

As of today, XSHQ has moved +4.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +2.3%. Since the quarter end (March 31, 2026), XSHQ has gained +11.6% vs +15.9% 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.

Full history →