Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (QVMS)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
50%

Smart Money Signals — QVMS

Based on 8 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
8 funds currently hold this stock — 89% of the 3.0-year high of 9 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 11% fewer funds vs a year ago

fund count last 6Q
1 fewer hedge funds hold QVMS compared to a year ago (-11% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

5 buying5 selling
Last quarter: 5 funds bought or added vs 5 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 1 → 1 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 50% new

38% conviction (2yr+) 12% medium 50% new
Of the 8 current holders: 3 (38%) held >2 years, 1 held 1–2 years, and 4 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~3 new funds/quarter

2 → 0 → 1 → 1 → 3 new funds/Q
New funds entering each quarter: 0 → 1 → 1 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 50% new entrants

38% veterans 12% 1-2yr 50% new
Of 8 current holders: 3 (38%) held 2+ years, 1 held 1–2 years, 4 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
2 of 8 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — QVMS

In 2026 Q2, 5 hedge funds were net buyers of QVMS (3 opened a new position, 2 added to an existing one), while 5 reduced or exited (2 trimmed, 3 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 27% of total institutional value in QVMS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 8.

Hedge Fund Ownership: QVMS

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

Market Analysis: QVMS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QVMS

-- --

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: QVMS
8 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 8 8 -
13F Shares 7M 7M -0.28%
Total Value $5M $5M 5.87%
New Positions 3 1 +2
Increased Positions 2 1 +1
Closed Positions 3 0 +3
Reduced Positions 2 4 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QVMS

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)

8 + investors

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

QUARTER:
Top 7 QVMS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abound Financial, LLC 0.60% 43,224 $1.5M
2 Captrust Financial Advisors 0.00% 55,726 $2.0M
3 LPL Financial LLC 0.00% 29,691 $1.0M
4 Global Retirement Partners, LLC 0.00% 368 $13K
5 Integrated Wealth Concepts LLC 0.00% 850 $30K
6 Bank of America Corp /de/ 0.00% 10,280 $360K
7 Mercer Global Advisors Inc /Adv 0.00% 491 $17K
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 (QVMS)

What does the Smart Money Trend signal show for QVMS?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for QVMS?

Slight buying edge — 50% buying: Last quarter: 5 funds bought or added vs 5 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for QVMS holders?

Strong quality — 27% AUM from major funds: 2 of 8 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held QVMS?

Mixed — 38% long-term, 50% new: Of the 8 current holders: 3 (38%) held >2 years, 1 held 1–2 years, and 4 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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 →