Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (EQWL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — EQWL

Based on 185 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added EQWL 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
185 hedge funds hold EQWL 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 — +52% more funds vs a year ago

fund count last 6Q
+63 new funds entered over the past year (+52% 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 — 70% buying

120 buying51 selling
Last quarter: 120 funds were net buyers (26 opened a brand new position + 94 added to an existing one). Only 51 were sellers (35 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 32 → 28 → 31 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 30% medium ■ 30% new
74 out of 185 hedge funds have held EQWL 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 — ~26 new funds/quarter

17 → 32 → 28 → 31 → 26 new funds/Q
New funds entering each quarter: 32 → 28 → 31 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 42% veterans vs 42% newcomers

■ 42% veterans ■ 16% 1-2yr ■ 42% new
Entry-cohort mix of 187 holders: 79 (42%) are 2+ year veterans, 29 entered 1–2 years ago, and 79 (42%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
18 of 185 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in EQWL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — EQWL

In 2026 Q1, 120 hedge funds were net buyers of EQWL (26 opened a new position, 94 added to an existing one), while 51 reduced or exited (35 trimmed, 16 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in EQWL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 185.

Hedge Fund Ownership: EQWL

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

Market Analysis: EQWL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EQWL

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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.

10 top-rated funds 3 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: EQWL
2026 Q2 Stats Unlock in 2 days 184 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 184 174 5.75%
13F Shares 12M 10M 18.63%
Total Value $1.27B $1.15B 10.38%
New Positions 26 31 -5
Increased Positions 93 83 +10
Closed Positions 16 16 -
Reduced Positions 35 29 +6
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: EQWL

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Institutional Holders (2026 Q2)

184 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 EQWL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Reicon Wealth Advisors, LLC 27.79% 349,630 $45.1M
2 Altus Wealth Management, LLC 15.58% 313,710 $40.5M
3 Bond & Devick Financial Network, Inc. 10.15% 319,663 $41.2M
4 RFP Financial Group LLC 9.09% 157,285 $20.3M
5 Schorn Wealth LLC 4.68% 138,770 $17.9M
6 Prentice Wealth Management LLC 3.80% 142,645 $18.4M
7 Cm Wealth Advisors LLC 3.67% 157,710 $20.3M
8 Forza Wealth Management, LLC 3.34% 84,287 $10.9M
9 Argent Advisors, Inc. 3.11% 96,380 $12.4M
10 Saxon Interests, INC. 2.83% 79,387 $10.2M
11 Conscious Wealth Investments, LLC 1.94% 29,272 $3.8M
12 Sykon Capital LLC 1.79% 44,950 $5.8M
13 Highview Capital Management LLC/DE/ 1.78% 47,991 $6.2M
14 PCG Wealth Advisors, LLC 1.37% 47,736 $6.2M
15 Able Wealth Management LLC 1.28% 43,169 $5.6M
16 Paradigm, Strategies in Wealth Management, LLC 1.23% 15,610 $2.0M
17 CoreFirst Bank & Trust 1.17% 18,232 $2.4M
18 REDW Wealth LLC 1.17% 25,261 $3.3M
19 National Wealth Management Group, LLC 0.90% 22,436 $2.9M
20 KPP Advisory Services LLC 0.89% 54,405 $7.0M
21 Beck Capital Management, LLC 0.84% 35,228 $4.5M
22 YHB Investment Advisors, Inc. 0.74% 90,021 $11.6M
23 Rothschild Wealth LLC 0.53% 50,977 $6.6M
24 Michels Family Financial, LLC 0.51% 6,171 $796K
25 Fifth Third Securities, INC. 0.39% 53,357 $6.9M
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 (EQWL)

What does the Smart Money Trend signal show for EQWL?

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

More buyers than sellers — 70% buying: Last quarter: 120 funds were net buyers (26 opened a brand new position + 94 added to an existing one). Only 51 were sellers (35 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EQWL holders?

Elite ownership — 48% AUM from top-100 funds: 18 of 185 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in EQWL. 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 EQWL?

40% of holders stayed for 2+ years: 74 out of 185 hedge funds have held EQWL 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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