Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Trd Slf Idx Fd (POWA)

73 + Investors. Track Smart Money conviction in POWA. 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
32%

Smart Money Signals — POWA

Based on 74 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their POWA 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 (97% of max)

97% of all-time peak
74 hedge funds hold POWA 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 — +4% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 32% buying

20 buying42 selling
Last quarter: 42 funds sold vs only 20 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 8 → 11 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 18% medium ■ 12% new
52 out of 74 hedge funds have held POWA 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

3 → 8 → 8 → 11 → 12 new funds/Q
New funds entering each quarter: 8 → 8 → 11 → 12. A growing number of institutions are discovering POWA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 14% newcomers

■ 72% veterans ■ 15% 1-2yr ■ 14% new
Entry-cohort mix of 74 holders: 53 (72%) are 2+ year veterans, 11 entered 1–2 years ago, and 10 (14%) 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
14 of 73 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in POWA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — POWA

In 2026 Q2, 20 hedge funds were net buyers of POWA (12 opened a new position, 8 added to an existing one), while 42 reduced or exited (28 trimmed, 14 sold completely) — a 32% buyer ratio, indicating net institutional distribution. 43% of total institutional value in POWA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 74.

Hedge Fund Ownership: POWA

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

Market Analysis: POWA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: POWA

-- --

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: POWA
73 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 73 76 -3.95%
13F Shares 967K 1M -8.53%
Total Value $85M $90M -5.68%
New Positions 12 11 +1
Increased Positions 8 10 -2
Closed Positions 14 10 +4
Reduced Positions 28 26 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: POWA

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

73 + investors

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

QUARTER:
Top 25 POWA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Delos Wealth Advisors, LLC 2.02% 44,252 $3.9M
2 Avant Capital LLC 0.85% 15,250 $1.4M
3 Partners Wealth Management, LLC 0.79% 9,043 $803K
4 Pacific Sun Financial Corp 0.56% 15,250 $1.4M
5 Hyundai Investments Co., Ltd. 0.56% 5,804 $514K
6 1900 Wealth Management LLC 0.37% 75,293 $6.7M
7 Mosley Wealth Management 0.35% 12,543 $1.1M
8 Solstein Capital, LLC 0.17% 5,572 $495K
9 Fearless Solutions, LLC dba Best Invest 0.14% 3,075 $273K
10 Castle Wealth Management LLC 0.13% 5,024 $446K
11 Symphony Financial Services, Inc. 0.13% 3,192 $284K
12 Capital Investment Advisory Services, LLC 0.10% 17,704 $1.6M
13 Minot DeBlois Advisors LLC 0.08% 1,000 $89K
14 Trek Financial, LLC 0.04% 9,507 $845K
15 S.A. Mason LLC 0.04% 1,450 $129K
16 Moneco Advisors, LLC 0.02% 4,381 $389K
17 Caprock Group, LLC 0.02% 11,458 $1.0M
18 Sigma Planning Corp 0.02% 8,052 $715K
19 IHT Wealth Management, LLC 0.02% 8,568 $761K
20 Mercer Global Advisors Inc /Adv 0.02% 138,988 $12.3M
21 Ethos Financial Group, LLC 0.01% 2,343 $215K
22 Level Four Advisory Services, LLC 0.01% 4,750 $422K
23 Wealthspire Retirement, LLC 0.01% 2,300 $204K
24 Connecticut Wealth Management, LLC 0.01% 2,574 $229K
25 Simplicity Wealth,LLC 0.01% 2,662 $236K
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 Trd Slf Idx Fd (POWA)

What does the Smart Money Trend signal show for POWA?

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

Heavy selling pressure — only 32% buying: Last quarter: 42 funds sold vs only 20 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 POWA holders?

Elite ownership — 43% AUM from top-100 funds: 14 of 73 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in POWA. 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 POWA?

70% of holders stayed for 2+ years: 52 out of 74 hedge funds have held POWA 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.

Full history →