Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (XSMO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +34
Streak
11Q ▲
Buyers last Q
65%

Smart Money Signals — XSMO

Based on 324 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added XSMO 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
324 hedge funds hold XSMO 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.
🚀

Fast accumulation — +42% more funds vs a year ago

fund count last 6Q
+96 new funds entered over the past year (+42% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

202 buying108 selling
Last quarter: 202 funds were net buyers (57 opened a brand new position + 145 added to an existing one). Only 108 were sellers (85 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new XSMO position: 37 → 51 → 48 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 27% long-term, 30% new

■ 27% conviction (2yr+) ■ 43% medium ■ 30% new
Of the 324 current holders: 88 (27%) held >2 years, 138 held 1–2 years, and 98 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.
💰

Value +39% but shares only +15% — price-driven

Value
+39%
Shares
+14%
Last quarter: the total dollar value of institutional holdings rose +39%, but actual share count only changed +15%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

48 → 37 → 51 → 48 → 57 new funds/Q
New funds entering each quarter: 37 → 51 → 48 → 57. A growing number of institutions are discovering XSMO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 29% veterans, 41% new entrants

■ 29% veterans ■ 30% 1-2yr ■ 41% new
Of 324 current holders: 95 (29%) held 2+ years, 97 held 1–2 years, 132 (41%) 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
24 of 324 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — XSMO

In 2026 Q2, 202 hedge funds were net buyers of XSMO (57 opened a new position, 145 added to an existing one), while 108 reduced or exited (85 trimmed, 23 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in XSMO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 324.

Hedge Fund Ownership: XSMO

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

Market Analysis: XSMO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XSMO

-- --

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.

9 top-rated funds 8 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: XSMO
319 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 319 290 10.0%
13F Shares 24M 21M 13.96%
Total Value $2.18B $1.58B 38.43%
New Positions 55 48 +7
Increased Positions 143 129 +14
Closed Positions 26 36 -10
Reduced Positions 84 75 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XSMO

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 Q2)

319 + investors

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

QUARTER:
Top 25 XSMO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clark Wealth Partners 9.49% 179,445 $16.8M
2 Seros Financial, LLC 8.52% 174,671 $16.4M
3 NBZ Investment Advisors LLC 6.53% 178,992 $16.8M
4 Gratus Wealth Advisors, LLC 6.29% 527,440 $49.4M
5 Markowski Investments 4.03% 195,594 $18.3M
6 Integrated Capital Management, LLC 3.75% 111,269 $10.4M
7 Anderson Financial Strategies, LLC 3.50% 77,279 $6.7M
8 ArborFi Advisors, LLC 3.42% 50,403 $4.7M
9 Virginia Estate & Retirement Planning Advisors Inc. 3.29% 12,839 $2.7M
10 Kinetic Wealth Investment Advisors LLC 3.10% 70,247 $6.6M
11 River Wealth Advisors LLC 3.03% 309,168 $28.9M
12 Armbruster Capital Management, Inc. 2.77% 198,166 $18.6M
13 Provident Wealth Management, LLC 2.42% 100,205 $9.4M
14 Greenline Wealth Management LLC 2.09% 27,218 $2.5M
15 EPG Wealth Management LLC 2.02% 90,058 $8.4M
16 Financial Freedom, LLC 1.96% 45,532 $4.3M
17 Theory Financial LLC 1.88% 63,567 $6.0M
18 Mascagni Wealth Management, Inc. 1.87% 32,096 $3.0M
19 Oxford Wealth Group, LLC 1.80% 43,016 $4.0M
20 Noble Wealth Management PBC 1.79% 42,652 $4.0M
21 Perspective Wealth Advisors LLC 1.74% 33,843 $3.2M
22 Prostatis Group LLC 1.74% 79,618 $7.5M
23 Family Investment Center, Inc. 1.72% 110,454 $10.3M
24 Seaview Investment Managers LLC 1.71% 61,072 $5.7M
25 Aldebaran Financial Inc. 1.69% 22,216 $2.1M
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 Exchange Traded Fd T (XSMO)

What does the Smart Money Trend signal show for XSMO?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added XSMO 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 XSMO?

More buyers than sellers — 65% buying: Last quarter: 202 funds were net buyers (57 opened a brand new position + 145 added to an existing one). Only 108 were sellers (85 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XSMO holders?

Strong quality — 39% AUM from major funds: 24 of 324 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 XSMO?

Mixed — 27% long-term, 30% new: Of the 324 current holders: 88 (27%) held >2 years, 138 held 1–2 years, and 98 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.

Full history →