Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (XSLV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -10
Streak
1Q ▼
Buyers last Q
35%

Smart Money Signals — XSLV

Based on 96 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 XSLV 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 — 78% of 3.0Y peak

78% of all-time peak
96 funds currently hold this stock — 78% of the 3.0-year high of 123 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
15 fewer hedge funds hold XSLV compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 35% buying

30 buying55 selling
Last quarter: 55 funds sold vs only 30 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 8 → 12 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

75% of holders stayed for 2+ years

■ 75% conviction (2yr+) ■ 18% medium ■ 7% new
72 out of 96 hedge funds have held XSLV 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.
➡️

Steady discovery — ~8 new funds/quarter

12 → 9 → 8 → 12 → 8 new funds/Q
New funds entering each quarter: 9 → 8 → 12 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 82% veterans vs 8% newcomers

■ 82% veterans ■ 9% 1-2yr ■ 8% new
Entry-cohort mix of 96 holders: 79 (82%) are 2+ year veterans, 9 entered 1–2 years ago, and 8 (8%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
13 of 96 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in XSLV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — XSLV

In 2026 Q1, 30 hedge funds were net buyers of XSLV (8 opened a new position, 22 added to an existing one), while 55 reduced or exited (37 trimmed, 18 sold completely) — a 35% buyer ratio, indicating net institutional distribution. 43% of total institutional value in XSLV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 96.

Hedge Fund Ownership: XSLV

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

Market Analysis: XSLV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XSLV

-- --

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

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

Signal Freshness measures how much XSLV 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 · 79d ago
XSLV
+6.5%
SPY
+13.9%

XSLV outperformed SPY by -7.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
XSLV
+2.4%
SPY
+0.2%

Since the filing became public, XSLV outperformed SPY by +2.2% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: XSLV
96 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 96 106 -9.43%
13F Shares 2M 2M -2.48%
Total Value $102M $122M -16.48%
New Positions 8 12 -4
Increased Positions 22 20 +2
Closed Positions 18 9 +9
Reduced Positions 37 41 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XSLV

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)

96 + investors

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

QUARTER:
Top 25 XSLV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Armbruster Capital Management, Inc. 2.01% 260,019 $12.3M
2 Eagle Bluffs Wealth Management LLC 1.80% 97,872 $4.6M
3 Sculati Wealth Management, LLC 0.31% 18,016 $850K
4 TopTier Wealth Management, LLC 0.19% 6,607 $312K
5 Avant Capital LLC 0.16% 4,691 $221K
6 Brookstone Capital Management 0.11% 201,765 $9.5M
7 McNaughton Wealth Management, LLC 0.09% 4,794 $226K
8 Eagle Strategies LLC 0.08% 13,402 $633K
9 U.S. Capital Wealth Advisors, LLC 0.05% 46,032 $2.2M
10 RDA Financial Network 0.05% 4,378 $207K
11 Rwa Wealth Partners, LLC 0.05% 93,692 $4.4M
12 American Financial Advisors, LLC 0.05% 7,491 $354K
13 Baldwin Wealth Partners LLC/Ma 0.04% 11,693 $552K
14 Harvest Investment Services, LLC 0.04% 4,588 $217K
15 Berman McAleer LLC 0.03% 4,572 $216K
16 IMG Wealth Management, Inc. 0.03% 832 $39K
17 Symmetry Partners, LLC 0.02% 8,497 $401K
18 Sage Mountain Advisors LLC 0.02% 6,750 $319K
19 10Elms LLP 0.02% 746 $35K
20 Lodestone Wealth Management LLC 0.02% 1,164 $55K
21 SteelPeak Wealth, LLC 0.02% 11,900 $562K
22 Jackson Hole Capital Partners, LLC 0.01% 1,922 $91K
23 Jaffetilchin Investment Partners, LLC 0.01% 4,743 $224K
24 Private Trust Co NA 0.01% 2,709 $128K
25 Arkadios Wealth Advisors 0.01% 10,270 $485K
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 (XSLV)

What does the Smart Money Trend signal show for XSLV?

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

Heavy selling pressure — only 35% buying: Last quarter: 55 funds sold vs only 30 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 XSLV holders?

Elite ownership — 43% AUM from top-100 funds: 13 of 96 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in XSLV. 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 XSLV?

75% of holders stayed for 2+ years: 72 out of 96 hedge funds have held XSLV 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 Exch Traded Fd Tr II (XSLV) following the 2026 Q1 hedge fund 13F filings?

As of today, XSLV has moved +2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.2%. Since the quarter end (March 31, 2026), XSLV has gained +6.5% vs +13.9% 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 →