Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (XSVM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
3Q ▲
Buyers last Q
48%

Smart Money Signals — XSVM

Based on 130 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added XSVM 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 (98% of max)

98% of all-time peak
130 hedge funds hold XSVM 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
+14 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. The peak was reached in just 3 quarters from the low — a sharp move.
🟠

More sellers than buyers — 48% buying

60 buying65 selling
Last quarter: 65 funds reduced or exited vs 60 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 23 → 19 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 15% medium ■ 22% new
81 out of 130 hedge funds have held XSVM 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.
💰

Value +17% but shares only +1% — price-driven

Value
+17%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +17%, but actual share count only changed +1%. 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.
➡️

Steady discovery — ~19 new funds/quarter

14 → 13 → 23 → 19 → 19 new funds/Q
New funds entering each quarter: 13 → 23 → 19 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 22% newcomers

■ 67% veterans ■ 12% 1-2yr ■ 22% new
Entry-cohort mix of 130 holders: 87 (67%) are 2+ year veterans, 15 entered 1–2 years ago, and 28 (22%) 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
20 of 130 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in XSVM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — XSVM

In 2026 Q2, 60 hedge funds were net buyers of XSVM (19 opened a new position, 41 added to an existing one), while 65 reduced or exited (51 trimmed, 14 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in XSVM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 130.

Hedge Fund Ownership: XSVM

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

Market Analysis: XSVM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XSVM

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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.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: XSVM
130 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 130 125 4.0%
13F Shares 5M 5M 1.3%
Total Value $357M $305M 17.14%
New Positions 19 19 -
Increased Positions 41 39 +2
Closed Positions 14 16 -2
Reduced Positions 51 46 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XSVM

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Institutional Holders (2026 Q2)

130 + investors

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

QUARTER:
Top 25 XSVM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 360 Financial, Inc. 5.86% 331,398 $23.1M
2 Altman Advisors, Inc. 3.48% 139,180 $9.7M
3 Bestgate Wealth Advisors, LLC 2.69% 24,275 $1.7M
4 Kellett Wealth Advisors, LLC 2.31% 71,282 $5.0M
5 Williams & Novak Wealth Management, LLC 1.61% 35,073 $2.4M
6 Apex Wealth Management, LLC 1.48% 34,873 $2.4M
7 Dopkins Wealth Management, LLC 1.16% 45,814 $3.2M
8 Lowery Thomas, LLC 0.89% 26,088 $1.8M
9 Traction Financial Partners, LLC 0.79% 21,436 $1.5M
10 Fermata Advisors, LLC 0.74% 52,280 $3.6M
11 Sfm, LLC 0.63% 17,617 $1.2M
12 OxenFree Capital LLC 0.59% 18,423 $1.3M
13 New Wave Wealth Advisors LLC 0.55% 29,121 $2.0M
14 Del-Sette Capital Management, LLC 0.50% 12,298 $856K
15 Cooper Financial Group 0.42% 72,107 $5.0M
16 Premier Path Wealth Partners, LLC 0.40% 49,922 $3.5M
17 Tolleson Wealth Management, Inc. 0.26% 30,000 $1.8M
18 Oath Planning, LLC 0.25% 4,825 $336K
19 Moneco Advisors, LLC 0.23% 54,532 $3.8M
20 Valued Wealth Advisors LLC 0.19% 7,625 $531K
21 Greenline Wealth Management LLC 0.19% 3,333 $232K
22 Sunrise Financial Services, LLC 0.18% 4,462 $310K
23 Marshall Financial Group, LLC 0.17% 16,900 $1.2M
24 Barometer Capital Management INC. 0.16% 8,200 $571K
25 Asset Allocation Strategies LLC 0.15% 14,249 $992K
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 (XSVM)

What does the Smart Money Trend signal show for XSVM?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added XSVM 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 XSVM?

More sellers than buyers — 48% buying: Last quarter: 65 funds reduced or exited vs 60 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XSVM holders?

Elite ownership — 43% AUM from top-100 funds: 20 of 130 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in XSVM. 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 XSVM?

62% of holders stayed for 2+ years: 81 out of 130 hedge funds have held XSVM 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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