Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO ACTIVELY MANAGED EXC (QQA)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
7Q ▲
Buyers last Q
83%

Smart Money Signals — QQA

Based on 63 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
63 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 — +215% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+215% 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 — 83% buying

52 buying11 selling
Last quarter: 52 funds were net buyers (13 opened a brand new position + 39 added to an existing one). Only 11 were sellers (6 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 22 → 18 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 68% entered in last year

2% conviction (2yr+) 30% medium 68% new
Only 1 funds (2%) 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 — ~13 new funds/quarter

13 → 9 → 22 → 18 → 13 new funds/Q
New funds entering each quarter: 9 → 22 → 18 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 89% of holders entered in last year

2% veterans 10% 1-2yr 89% new
Of 63 current holders: 56 (89%) entered in the past year, only 1 (2%) 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 — 69% AUM from top-100 funds

69% from top-100 AUM funds
10 of 63 holders are among the 100 largest funds by AUM, controlling 69% 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.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — 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 — QQA

In 2026 Q1, 52 hedge funds were net buyers of QQA (13 opened a new position, 39 added to an existing one), while 11 reduced or exited (6 trimmed, 5 sold completely) — a 83% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 69% of total institutional value in QQA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 63.

Hedge Fund Ownership: QQA

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

Market Analysis: QQA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QQA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy INVESCO ACTIVELY MANAGED EXC (QQA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much QQA has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 55d ago
QQA
+16.9%
SPY
+14.7%

QQA outperformed SPY by +2.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 10d ago
QQA
+0.9%
SPY
+0.9%

Since the filing became public, QQA outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
0.8
/ 10
conviction
Hedge Fund Positioning: QQA
63 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 63 55 14.55%
13F Shares 7M 5M 26.97%
Total Value $324M $279M 15.94%
New Positions 13 18 -5
Increased Positions 39 27 +12
Closed Positions 5 7 -2
Reduced Positions 6 6 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QQA

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Institutional Holders (2026 Q1)

63 + 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:
Top 25 institutional holders of QQA — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.14% 135,211 $6.7M
2 SageGuard Financial Group, LLC 0.86% 111,874 $5.6M
3 Talon Private Wealth, LLC 0.55% 83,649 $4.2M
4 Guided Capital Wealth Management, LLC 0.43% 13,004 $649K
5 Stillwater Wealth Management Group 0.40% 12,835 $640K
6 Triad Wealth Partners, LLC 0.30% 76,951 $3.8M
7 Barnett & Company, Inc. 0.28% 7,275 $363K
8 Perigon Wealth Management, LLC 0.22% 246,089 $12.3M
9 NAPLES GLOBAL ADVISORS, LLC 0.12% 34,230 $1.7M
10 RETIREMENT FINANCIAL SOLUTIONS, LLC 0.10% 7,277 $363K
11 Western Wealth Management, LLC 0.07% 36,870 $1.8M
12 IFP Advisors, Inc 0.05% 50,617 $2.5M
13 Brookstone Capital Management 0.05% 89,715 $4.5M
14 Prospera Financial Services Inc 0.05% 61,321 $3.1M
15 Private Advisor Group, LLC 0.04% 189,100 $9.4M
16 Apollon Wealth Management, LLC 0.04% 52,900 $2.6M
17 PRIVATE TRUST CO NA 0.04% 8,518 $444K
18 Dynamic Advisor Solutions LLC 0.03% 20,876 $1.0M
19 Cetera Investment Advisers 0.02% 383,782 $19.1M
20 JONES FINANCIAL COMPANIES LLLP 0.02% 790,460 $38.5M
21 KERR FINANCIAL PLANNING Corp 0.02% 250 $13K
22 COMMONWEALTH EQUITY SERVICES, LLC 0.02% 228,485 $11.4M
23 Kingsview Wealth Management, LLC 0.02% 23,076 $1.2M
24 Gateway Wealth Partners, LLC 0.02% 7,976 $398K
25 LPL Financial LLC 0.01% 1,062,894 $53.0M
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 — 7 quarters in a row: For 7 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 — 83% buying: Last quarter: 52 funds were net buyers (13 opened a brand new position + 39 added to an existing one). Only 11 were sellers (6 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QQA holders?

Elite ownership — 69% AUM from top-100 funds: 10 of 63 holders are among the 100 largest funds by AUM, controlling 69% 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 — 68% entered in last year: Only 1 funds (2%) 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.

Is it too late to buy INVESCO ACTIVELY MANAGED EXC (QQA) following the 2026 Q1 hedge fund 13F filings?

As of today, QQA has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), QQA has gained +16.9% vs +14.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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