Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (RDIV)

114 + Investors. Track Smart Money conviction in RDIV. 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
↑ +5
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — RDIV

Based on 114 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
114 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding RDIV is almost the same as a year ago (+3 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 60% buying

58 buying38 selling
Last quarter: 58 funds were net buyers (15 opened a brand new position + 43 added to an existing one). Only 38 were sellers (28 trimmed + 10 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: 7 → 10 → 12 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 16% medium 16% new
78 out of 114 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.
📈

Growing discovery — still being found

11 → 7 → 10 → 12 → 15 new funds/Q
New funds entering each quarter: 7 → 10 → 12 → 15. A growing number of institutions are discovering RDIV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

72% veterans 11% 1-2yr 18% new
Of 114 current holders: 82 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
14 of 114 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in RDIV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — RDIV

In 2025 Q4, 58 hedge funds were net buyers of RDIV (15 opened a new position, 43 added to an existing one), while 38 reduced or exited (28 trimmed, 10 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 52% of total institutional value in RDIV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 114.

Hedge Fund Ownership: RDIV

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

Market Analysis: RDIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RDIV

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: RDIV
2026 Q1 Stats Unlock in 9 days 114 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 114 109 4.59%
13F Shares 6M 6M 5.94%
Total Value $321M $306M 4.93%
New Positions 15 12 +3
Increased Positions 43 35 +8
Closed Positions 10 8 +2
Reduced Positions 28 42 -14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RDIV

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Institutional Holders (2026 Q1)

114 + investors

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

Top 25 institutional holders of RDIV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Heartwood Wealth Advisors LLC 3.59% 739,810 $41.2M
2 Englebert Financial Advisers, LLC 0.50% 7,929 $441K
3 Onyx Bridge Wealth Group LLC 0.32% 53,258 $3.0M
4 Ascentis Independent Advisors 0.25% 59,597 $3.3M
5 Aurora Private Wealth, Inc. 0.18% 4,921
6 Carson Advisory Inc. 0.15% 5,100 $284K
7 Tanglewood Legacy Advisors, LLC 0.13% 6,390 $356K
8 Mission Hills Financial Advisory, LLC 0.12% 4,181 $233K
9 J.W. COLE ADVISORS, INC. 0.10% 53,438 $3.0M
10 Intrua Financial, LLC 0.10% 16,754 $933K
11 KINGSWOOD WEALTH ADVISORS, LLC 0.06% 22,255 $1.2M
12 FIRST COMMUNITY TRUST NA 0.05% 1,100 $61K
13 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.03% 8,309 $459K
14 Simplicity Wealth,LLC 0.03% 10,022 $558K
15 Private Advisor Group, LLC 0.03% 120,433 $6.7M
16 Sound View Wealth Advisors Group, LLC 0.02% 5,657 $315K
17 FLAGSHIP HARBOR ADVISORS, LLC 0.02% 8,454 $471K
18 MONEY CONCEPTS CAPITAL CORP 0.02% 6,588 $367K
19 NFSG Corp 0.02% 2,205 $123K
20 ProVise Management Group, LLC 0.02% 4,533 $252K
21 Wealthspire Advisors, LLC 0.02% 38,796 $2.2M
22 Stratos Wealth Partners, LTD. 0.01% 19,582 $1.1M
23 Aventura Private Wealth, LLC 0.01% 576 $32K
24 PRIVATE TRUST CO NA 0.01% 2,355 $131K
25 Essex Financial Services, Inc. 0.01% 3,720 $207K
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 — 2 quarters in a row: For 2 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?

More buyers than sellers — 60% buying: Last quarter: 58 funds were net buyers (15 opened a brand new position + 43 added to an existing one). Only 38 were sellers (28 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RDIV holders?

Elite ownership — 52% AUM from top-100 funds: 14 of 114 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in RDIV. 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 RDIV?

68% of holders stayed for 2+ years: 78 out of 114 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.

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.