Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (XSLV)

98 + 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
↑ +2
Streak
1Q ▲
Buyers last Q
39%

Smart Money Signals — XSLV

Based on 98 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 XSLV 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 — 78% of 3.0Y peak

78% of all-time peak
98 funds currently hold this stock — 78% of the 3.0-year high of 125 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold XSLV compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 39% buying

35 buying55 selling
Last quarter: 55 funds sold vs only 35 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new XSLV position: 8 → 12 → 8 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

74% of holders stayed for 2+ years

■ 74% conviction (2yr+) ■ 12% medium ■ 13% new
73 out of 98 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.
📈

Growing discovery — still being found

10 → 8 → 12 → 8 → 18 new funds/Q
New funds entering each quarter: 8 → 12 → 8 → 18. A growing number of institutions are discovering XSLV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 80% veterans vs 12% newcomers

■ 80% veterans ■ 8% 1-2yr ■ 12% new
Entry-cohort mix of 98 holders: 78 (80%) are 2+ year veterans, 8 entered 1–2 years ago, and 12 (12%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
19 of 98 holders are among the 100 largest funds by AUM, controlling 47% 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 Q2, 35 hedge funds were net buyers of XSLV (18 opened a new position, 17 added to an existing one), while 55 reduced or exited (39 trimmed, 16 sold completely) — a 39% buyer ratio, indicating net institutional distribution. 47% of total institutional value in XSLV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 98.

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

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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 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: XSLV
98 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 98 96 2.08%
13F Shares 2M 2M -4.89%
Total Value $106M $102M 4.4%
New Positions 18 8 +10
Increased Positions 17 22 -5
Closed Positions 16 19 -3
Reduced Positions 39 37 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XSLV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

98 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Armbruster Capital Management, Inc. 2.08% 265,916 $13.9M
2 Eagle Bluffs Wealth Management LLC 1.82% 103,862 $5.4M
3 Portland Financial Advisors Inc 0.39% 4,108 $215K
4 Sculati Wealth Management, LLC 0.32% 17,779 $958K
5 TopTier Wealth Management, LLC 0.21% 6,620 $347K
6 Avant Capital LLC 0.13% 4,076 $214K
7 Brookstone Capital Management 0.09% 180,922 $9.5M
8 McNaughton Wealth Management, LLC 0.09% 4,794 $251K
9 Harborfront Financial Group LLC 0.09% 446 $23K
10 Eagle Strategies LLC 0.07% 13,437 $704K
11 RDA Financial Network 0.05% 4,713 $247K
12 Legacy Trust 0.05% 5,570 $292K
13 Spectrum Wealth Advisory Group, LLC 0.05% 3,416 $179K
14 Baldwin Wealth Partners LLC/Ma 0.04% 11,693 $613K
15 American Financial Advisors, LLC 0.04% 6,095 $319K
16 Harvest Investment Services, LLC 0.04% 4,500 $236K
17 Berman McAleer LLC 0.03% 4,572 $240K
18 IMG Wealth Management, Inc. 0.02% 832 $44K
19 Symmetry Partners, LLC 0.02% 8,706 $456K
20 Lodestone Wealth Management LLC 0.02% 1,093 $57K
21 10Elms LLP 0.02% 751 $39K
22 SteelPeak Wealth, LLC 0.01% 10,564 $554K
23 Arax Advisory Partners 0.01% 41,013 $2.1M
24 Advisor OS, LLC 0.01% 3,952 $207K
25 Geneos Wealth Management Inc. 0.01% 11,360 $595K
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?

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

Heavy selling pressure — only 39% buying: Last quarter: 55 funds sold vs only 35 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 — 47% AUM from top-100 funds: 19 of 98 holders are among the 100 largest funds by AUM, controlling 47% 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?

74% of holders stayed for 2+ years: 73 out of 98 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.

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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