Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (CQQQ)

107 + Investors. Track Smart Money conviction in CQQQ. 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
54%

Smart Money Signals — CQQQ

Based on 104 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CQQQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
104 hedge funds hold CQQQ 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 — +108% more funds vs a year ago

fund count last 6Q
+54 new funds entered over the past year (+108% 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. The peak was reached in just 3 quarters from the low — a sharp move.
🟡

Slight buying edge — 54% buying

61 buying52 selling
Last quarter: 61 funds bought or added vs 52 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.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 33 → 15 → 37 → 23. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 15% medium ■ 31% new
56 out of 104 hedge funds have held CQQQ 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

5 → 33 → 15 → 37 → 23 new funds/Q
New funds entering each quarter: 33 → 15 → 37 → 23. A growing number of institutions are discovering CQQQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 4% 1-2yr ■ 33% new
Of 107 current holders: 68 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
15 of 104 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in CQQQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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.

Hedge Fund Ownership: CQQQ

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

Market Analysis: CQQQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CQQQ

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 1 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: CQQQ
2026 Q1 Stats Unlock in 10 days 107 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 107 109 -1.83%
13F Shares 17M 18M -5.65%
Total Value $866M $1.04B -16.77%
New Positions 24 37 -13
Increased Positions 42 40 +2
Closed Positions 25 7 +18
Reduced Positions 31 18 +13
Total Calls 1 2 -50.0%
Total Puts 1 1 -
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: CQQQ

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

107 + investors

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

Top 25 institutional holders of CQQQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GFG Capital, LLC 2.88% 196,187 $9.0M
2 Eurizon Asset Management Hungary Ltd. 0.99% 20,000 $920K
3 MEITAV INVESTMENT HOUSE LTD 0.54% 1,066,020 $49.1M
4 Carrera Capital Advisors 0.53% 74,576 $3.4M
5 First Growth Capital LLC 0.42% 10,169 $467K
6 PNC FINANCIAL SERVICES GROUP, INC. 0.27% 10,218,668 $470.3M
7 Cordoba Advisory Partners LLC 0.24% 19,193 $880K
8 BANQUE PICTET & CIE SA 0.10% 306,917 $14.1M
9 Clear Creek Financial Management, LLC 0.08% 23,353 $1.1M
10 Formidable Asset Management, LLC 0.08% 9,501 $494K
11 UHLMANN PRICE SECURITIES, LLC 0.04% 13,191 $607K
12 Prospera Financial Services Inc 0.04% 48,710 $2.2M
13 FourThought Financial Partners, LLC 0.03% 7,800 $359K
14 Finley Financial, LLC 0.03% 1,300 $60K
15 Union Bancaire Privee, UBP SA 0.03% 46,248 $2.0M
16 Pictet North America Advisors SA 0.02% 5,462 $251K
17 Banque Cantonale Vaudoise 0.01% 6,684 $307K
18 Banco Santander, S.A. 0.01% 28,905 $1.3M
19 Farther Finance Advisors, LLC 0.01% 19,786 $908K
20 Bank of New Hampshire 0.01% 777 $36K
21 PFS Partners, LLC 0.01% 341 $16K
22 Clearstead Advisors, LLC 0.01% 14,626 $673K
23 J. Safra Sarasin Holding AG 0.01% 7,240 $333K
24 UBS Group AG 0.01% 739,554 $34.0M
25 Vontobel Holding Ltd. 0.00% 30,600 $1.4M
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 (CQQQ)

What does the Smart Money Trend signal show for CQQQ?

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

Slight buying edge — 54% buying: Last quarter: 61 funds bought or added vs 52 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 CQQQ holders?

Elite ownership — 62% AUM from top-100 funds: 15 of 104 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in CQQQ. 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 CQQQ?

54% of holders stayed for 2+ years: 56 out of 104 hedge funds have held CQQQ 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.