IROC Hedge Fund Ownership (Q2 2026)

Invesco Actively Managed Exc (IROC)

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

Smart Money Signals — IROC

Based on 17 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added IROC 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

17 hedge funds hold IROC 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 — +467% more funds vs a year ago

fund count last 6Q

+14 new funds entered over the past year (+467% 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 — 87% buying

13 buying2 selling

Last quarter: 13 funds were net buyers (7 opened a brand new position + 6 added to an existing one). Only 2 were sellers (1 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 2 → 4 → 4 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 65% entered in last year

■ 6% conviction (2yr+) ■ 29% medium ■ 65% new

Only 1 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

➡️

Steady discovery — ~7 new funds/quarter

0 → 2 → 4 → 4 → 7 new funds/Q

New funds entering each quarter: 2 → 4 → 4 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 71% of holders entered in last year

■ 18% veterans ■ 12% 1-2yr ■ 71% new

Of 17 current holders: 12 (71%) entered in the past year, only 3 (18%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 90% AUM from top-100 funds

90% from top-100 AUM funds

3 of 17 holders are among the 100 largest funds by AUM, controlling 90% of total institutional value in IROC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.6

out of 10

Moderate Exit Risk

Exit risk score 6.6/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	28	17	64.71%
13F Shares	2M	2M	7.79%
Total Value	$115M	$104M	9.78%
New Positions	12	7	+5
Increased Positions	10	6	+4
Closed Positions	1	1	-
Reduced Positions	1	1	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

64.71%

13F Shares

7.79%

Total Value

$115M

$104M

9.78%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

28 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IROC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	ABLE Financial Group, LLC	0.58%	67,582	$3.5M
2	Ashton Thomas Securities, LLC	0.55%	72,126	$3.7M
3	Turner Financial Group, Inc.	0.23%	4,495	$230K
4	Gladstone Institutional Advisory LLC	0.06%	39,615	$2.0M
5	Naples Global Advisors, LLC	0.03%	9,569	$491K
6	Mgo One Seven LLC	0.02%	18,000	$923K
7	Arax Advisory Partners	0.01%	43,968	$2.3M
8	CoreCap Advisors, LLC	0.01%	5,746	$295K
9	OneDigital Investment Advisors LLC	0.01%	12,675	$650K
10	Private Trust Co NA	0.00%	1,083	$56K
11	Sanctuary Advisors, LLC	0.00%	17,468	$896K
12	World Investment Advisors	0.00%	4,743	$239K
13	Sunrise Financial Services, LLC	0.00%	100	$5K
14	Modern Wealth Management, LLC	0.00%	4,866	$250K
15	Cetera Investment Advisers	0.00%	24,640	$1.3M
16	Osaic Holdings, INC.	0.00%	17,846	$915K
17	Envestnet Portfolio Solutions, Inc.	0.00%	4,317	$221K
18	Farther Finance Advisors, LLC	0.00%	990	$51K
19	Commonwealth Equity Services, LLC	0.00%	5,315	$273K
20	LPL Financial LLC	0.00%	22,308	$1.1M
21	Jane Street Group, LLC	0.00%	20,430	$1.0M
22	PNC Financial Services Group, INC.	0.00%	3,001	$154K
23	Citadel Advisors LLC	0.00%	4,164	$214K
24	Fifth Third Bancorp	0.00%	170	$9K
25	AE Wealth Management LLC	0.00%	30	$2K

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 Actively Managed Exc (IROC)

What does the Smart Money Trend signal show for IROC?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added IROC 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 IROC?

More buyers than sellers — 87% buying: Last quarter: 13 funds were net buyers (7 opened a brand new position + 6 added to an existing one). Only 2 were sellers (1 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for IROC holders?

Elite ownership — 90% AUM from top-100 funds: 3 of 17 holders are among the 100 largest funds by AUM, controlling 90% of total institutional value in IROC. 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 IROC?

Mostly new holders — 65% entered in last year: Only 1 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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Invesco Actively Managed Exc (IROC)

Smart Money Signals — IROC

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +467% more funds vs a year ago

More buyers than sellers — 87% buying

Steady new buyers — ~7 new funds per quarter

Mostly new holders — 65% entered in last year

Steady discovery — ~7 new funds/quarter

Early stage — 71% of holders entered in last year

Elite ownership — 90% AUM from top-100 funds

Institutional Sentiment Summary — IROC

Hedge Fund Ownership: IROC

Market Analysis: IROC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IROC

Hedge Fund Positioning: IROC

Statistics: IROC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Actively Managed Exc (IROC)

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