RDIV Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Invesco Exch Traded Fd Tr II (RDIV) following the 2026 Q2 hedge fund 13F filings?

As of today, RDIV has moved -0.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.9% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (June 30, 2026), RDIV gained +9.0% vs +3.0% 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.

Invesco Exch Traded Fd Tr II (RDIV)

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

Smart Money Signals — RDIV

Based on 125 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added RDIV 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

125 hedge funds hold RDIV 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 — +13% more funds vs a year ago

fund count last 6Q

+14 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 51% buying

60 buying57 selling

Last quarter: 60 funds bought or added vs 57 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 — ~17 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 14 → 17 → 17 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 21% medium ■ 13% new

83 out of 125 hedge funds have held RDIV 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.

➡️

Steady discovery — ~17 new funds/quarter

11 → 14 → 17 → 17 → 17 new funds/Q

New funds entering each quarter: 14 → 17 → 17 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 67% veterans vs 18% newcomers

■ 67% veterans ■ 14% 1-2yr ■ 18% new

Entry-cohort mix of 125 holders: 84 (67%) are 2+ year veterans, 18 entered 1–2 years ago, and 23 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

17 of 125 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	125	123	1.63%
13F Shares	12M	7M	61.58%
Total Value	$671M	$396M	69.41%
New Positions	17	17	-
Increased Positions	43	43	-
Closed Positions	15	16	-1
Reduced Positions	42	32	+10
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

125

123

1.63%

13F Shares

12M

61.58%

Total Value

$671M

$396M

69.41%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

+10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

125 + investors

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

QUARTER:

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

Top 25 RDIV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sumitomo Life Insurance Co	4.17%	4,400,000	$255.2M
2	Heartwood Wealth Advisors LLC	3.44%	763,888	$44.3M
3	Englebert Financial Advisers, LLC	0.45%	7,929	$460K
4	Onyx Bridge Wealth Group LLC	0.28%	53,734	$3.1M
5	Prosperity Financial Group, Inc.	0.20%	10,998	$638K
6	Allworth Financial LP	0.18%	713,262	$41.4M
7	Herold Advisors, Inc.	0.14%	11,835	$690K
8	Carson Advisory Inc.	0.14%	5,100	$296K
9	Ashton Thomas Securities, LLC	0.13%	15,220	$883K
10	Tanglewood Legacy Advisors, LLC	0.12%	6,390	$371K
11	Mission Hills Financial Advisory, LLC	0.11%	4,181	$242K
12	Park Place Capital Corp	0.11%	11,500	$667K
13	Gateway Wealth Partners, LLC	0.09%	25,576	$1.5M
14	Intrua Financial, LLC	0.09%	16,575	$961K
15	Integrity Alliance, LLC.	0.07%	39,645	$2.3M
16	Atlas Legacy Advisors, LLC	0.06%	7,077	$410K
17	J.W. Cole Advisors, INC.	0.06%	55,584	$3.2M
18	Kingswood Wealth Advisors, LLC	0.05%	22,260	$1.3M
19	Mission Creek Capital Partners, Inc.	0.05%	5,091	$295K
20	WCG Wealth Advisors LLC	0.05%	33,908	$2.0M
21	Bridgewealth Advisory Group, LLC	0.04%	4,015	$233K
22	Sound View Wealth Advisors Group, LLC	0.03%	9,514	$552K
23	Private Advisor Group, LLC	0.03%	114,638	$6.6M
24	Cape Investment Advisory, Inc.	0.03%	1,861	$108K
25	First Community Trust NA	0.03%	1,100	$64K

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 (RDIV)

What does the Smart Money Trend signal show for RDIV?

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

Slight buying edge — 51% buying: Last quarter: 60 funds bought or added vs 57 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 RDIV holders?

Strong quality — 32% AUM from major funds: 17 of 125 holders rank in the top 100 by AUM, accounting for 32% 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 RDIV?

66% of holders stayed for 2+ years: 83 out of 125 hedge funds have held RDIV 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.

Is it too late to buy Invesco Exch Traded Fd Tr II (RDIV) following the 2026 Q2 hedge fund 13F filings?

As of today, RDIV has moved -0.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.9% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (June 30, 2026), RDIV has gained +9.0% vs +3.0% 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.

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Invesco Exch Traded Fd Tr II (RDIV)

Smart Money Signals — RDIV

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Steady growth — +13% more funds vs a year ago

Slight buying edge — 51% buying

Steady new buyers — ~17 new funds per quarter

66% of holders stayed for 2+ years

Steady discovery — ~17 new funds/quarter

Veteran-anchored — 67% veterans vs 18% newcomers

Strong quality — 32% AUM from major funds

Institutional Sentiment Summary — RDIV

Hedge Fund Ownership: RDIV

Market Analysis: RDIV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RDIV

Is It Too Late to Buy Invesco Exch Traded Fd Tr II (RDIV) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: RDIV

Statistics: RDIV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Exch Traded Fd Tr II (RDIV)

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