QQA Hedge Fund Ownership (Q2 2026)

Invesco Actively Managed Exc (QQA)

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

Smart Money Signals — QQA

Based on 69 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q

For 8 consecutive quarters, more hedge funds added QQA 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

69 hedge funds hold QQA 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 — +176% more funds vs a year ago

fund count last 6Q

+44 new funds entered over the past year (+176% 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 — 66% buying

47 buying24 selling

Last quarter: 47 funds were net buyers (15 opened a brand new position + 32 added to an existing one). Only 24 were sellers (15 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 22 → 18 → 13 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 52% entered in last year

■ 1% conviction (2yr+) ■ 46% medium ■ 52% new

Only 1 funds (1%) 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.

💰

Value +35% but shares only +15% — price-driven

Value

+34%

+15%

Last quarter: the total dollar value of institutional holdings rose +35%, but actual share count only changed +15%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📊

Peak discovery — momentum slowing

9 → 22 → 18 → 13 → 15 new funds/Q

New funds entering each quarter: 22 → 18 → 13 → 15. QQA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 78% of holders entered in last year

■ 1% veterans ■ 20% 1-2yr ■ 78% new

Of 69 current holders: 54 (78%) entered in the past year, only 1 (1%) 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 — 72% AUM from top-100 funds

72% from top-100 AUM funds

10 of 69 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in QQA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — 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	69	63	9.52%
13F Shares	8M	7M	15.47%
Total Value	$436M	$324M	34.57%
New Positions	15	13	+2
Increased Positions	32	39	-7
Closed Positions	9	5	+4
Reduced Positions	15	6	+9
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

9.52%

13F Shares

15.47%

Total Value

$436M

$324M

34.57%

New Positions

Increased Positions

-7

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

69 + investors

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

QUARTER:

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

Top 25 QQA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SageGuard Financial Group, LLC	1.04%	128,930	$7.4M
2	Prevail Innovative Wealth Advisors, LLC	0.55%	64,445	$3.7M
3	Guided Capital Wealth Management, LLC	0.44%	13,004	$749K
4	Barnett & Company, Inc.	0.29%	6,865	$396K
5	Perigon Wealth Management, LLC	0.27%	294,680	$17.0M
6	Winnacle Wealth LLC	0.25%	6,284	$362K
7	Triad Wealth Partners, LLC	0.20%	62,790	$3.5M
8	Naples Global Advisors, LLC	0.14%	38,505	$2.2M
9	Retirement Financial Solutions, LLC	0.10%	6,788	$391K
10	Western Wealth Management, LLC	0.08%	40,138	$2.3M
11	Prospera Financial Services Inc	0.06%	66,090	$3.8M
12	IFP Advisors, Inc	0.05%	51,634	$3.0M
13	Brookstone Capital Management	0.05%	82,212	$4.7M
14	Private Trust Co NA	0.04%	8,518	$491K
15	Old Mission Capital LLC	0.04%	40,903	$2.4M
16	Apollon Wealth Management, LLC	0.04%	53,282	$3.1M
17	Dynamic Advisor Solutions LLC	0.03%	20,979	$1.2M
18	Madison Wealth Partners, Inc	0.03%	3,947	$227K
19	Elequin Capital, LP	0.03%	15,588	$898K
20	IFG Advisory, LLC	0.03%	13,003	$749K
21	Jones Financial Companies Lllp	0.02%	988,967	$55.2M
22	Cetera Investment Advisers	0.02%	394,624	$22.7M
23	Commonwealth Equity Services, LLC	0.02%	260,693	$15.0M
24	LPL Financial LLC	0.02%	1,374,254	$79.2M
25	Private Advisor Group, LLC	0.02%	65,304	$3.8M

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 (QQA)

What does the Smart Money Trend signal show for QQA?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added QQA 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 QQA?

More buyers than sellers — 66% buying: Last quarter: 47 funds were net buyers (15 opened a brand new position + 32 added to an existing one). Only 24 were sellers (15 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QQA holders?

Elite ownership — 72% AUM from top-100 funds: 10 of 69 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in QQA. 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 QQA?

Mostly new holders — 52% entered in last year: Only 1 funds (1%) 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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Invesco Actively Managed Exc (QQA)

Smart Money Signals — QQA

Buying streak — 8 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +176% more funds vs a year ago

More buyers than sellers — 66% buying

Steady new buyers — ~15 new funds per quarter

Mostly new holders — 52% entered in last year

Value +35% but shares only +15% — price-driven

Peak discovery — momentum slowing

Early stage — 78% of holders entered in last year

Elite ownership — 72% AUM from top-100 funds

Institutional Sentiment Summary — QQA

Hedge Fund Ownership: QQA

Market Analysis: QQA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: QQA

Hedge Fund Positioning: QQA

Statistics: QQA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Actively Managed Exc (QQA)

Welcome to 13Foresight!