Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (GOVI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
39%

Smart Money Signals — GOVI

Based on 80 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 GOVI 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 (95% of max)

95% of all-time peak
80 hedge funds hold GOVI 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 — +7% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 39% buying

33 buying51 selling
Last quarter: 51 funds sold vs only 33 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 15 → 11 → 14 → 8. 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.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 38% medium ■ 15% new
38 out of 80 hedge funds have held GOVI 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.
📊

Peak discovery — momentum slowing

19 → 15 → 11 → 14 → 8 new funds/Q
New funds entering each quarter: 15 → 11 → 14 → 8. GOVI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 25% 1-2yr ■ 28% new
Of 80 current holders: 38 (48%) 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 — 56% AUM from top-100 funds

56% from top-100 AUM funds
15 of 80 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in GOVI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Hedge Fund Ownership: GOVI

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

Market Analysis: GOVI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GOVI

-- --

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.

9 top-rated funds 3 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: GOVI
2026 Q1 Stats Unlock in 11 days 80 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 80 84 -4.76%
13F Shares 19M 25M -24.43%
Total Value $516M $690M -25.33%
New Positions 8 14 -6
Increased Positions 25 48 -23
Closed Positions 12 11 +1
Reduced Positions 39 12 +27
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GOVI

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Valuation Measures Data as of: --

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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
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Institutional Holders (2026 Q1)

80 + investors

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

Top 25 institutional holders of GOVI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Spectrum Investment Advisors, Inc. 6.54% 482,813 $13.2M
2 Petix & Botte Co 3.93% 646,593 $17.6M
3 Econ Financial Services Corp 2.86% 226,050 $6.2M
4 Scarborough Advisors, LLC 1.54% 516,440 $14.1M
5 Schwallier Wealth Management LLC 0.88% 44,161 $1.2M
6 Stewardship Advisors, LLC 0.65% 103,156 $2.8M
7 Sequent Planning LLC 0.30% 45,410 $1.2M
8 Total Clarity Wealth Management, Inc. 0.27% 42,380 $1.2M
9 WealthBridge Capital Management, LLC 0.25% 39,173 $1.1M
10 Community Bank & Trust, Waco, Texas 0.06% 10,807 —
11 Concurrent Investment Advisors, LLC 0.05% 168,010 $4.6M
12 Dynamic Advisor Solutions LLC 0.05% 56,129 $1.5M
13 Signal Advisors Wealth, LLC 0.04% 20,783 $567K
14 Private Advisor Group, LLC 0.04% 283,811 $7.7M
15 PFG Investments, LLC 0.03% 26,157 $714K
16 Kestra Advisory Services, LLC 0.02% 203,495 $5.6M
17 LPL Financial LLC 0.02% 2,791,880 $76.2M
18 COMMONWEALTH EQUITY SERVICES, LLC 0.02% 500,435 $13.7M
19 Spire Wealth Management 0.02% 17,700 $483K
20 Prospera Financial Services Inc 0.02% 36,477 $995K
21 Sowell Financial Services LLC 0.01% 13,731 $375K
22 Simplicity Wealth,LLC 0.01% 8,937 $244K
23 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 39,876 $1.1M
24 PRIVATE TRUST CO NA 0.01% 4,831 $132K
25 World Investment Advisors 0.01% 20,998 $573K
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 (GOVI)

What does the Smart Money Trend signal show for GOVI?

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

Heavy selling pressure — only 39% buying: Last quarter: 51 funds sold vs only 33 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 GOVI holders?

Elite ownership — 56% AUM from top-100 funds: 15 of 80 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in GOVI. 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 GOVI?

48% of holders stayed for 2+ years: 38 out of 80 hedge funds have held GOVI 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.