Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCHANGE TRADED FD T (RFV)

84 + Investors. Track Smart Money conviction in RFV. 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
↑ +8
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — RFV

Based on 87 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 RFV 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
87 hedge funds hold RFV 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 — +5% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

46 buying25 selling
Last quarter: 46 funds were net buyers (12 opened a brand new position + 34 added to an existing one). Only 25 were sellers (21 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 5 → 13 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 28% medium 22% new
44 out of 87 hedge funds have held RFV 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

13 → 5 → 5 → 13 → 12 new funds/Q
New funds entering each quarter: 5 → 5 → 13 → 12. A growing number of institutions are discovering RFV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 52% of holders stayed 2+ years

52% veterans 16% 1-2yr 32% new
Of 87 current holders: 45 (52%) 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 — 50% AUM from top-100 funds

50% from top-100 AUM funds
17 of 87 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in RFV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
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 — RFV

In 2025 Q4, 46 hedge funds were net buyers of RFV (12 opened a new position, 34 added to an existing one), while 25 reduced or exited (21 trimmed, 4 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 50% of total institutional value in RFV 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: 87.

Hedge Fund Ownership: RFV

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

Market Analysis: RFV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RFV

-- --

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
0.6
/ 10
conviction
Hedge Fund Positioning: RFV
2026 Q1 Stats Unlock in 3 days 84 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 84 76 10.53%
13F Shares 1M 857K 22.26%
Total Value $133M $110M 21.05%
New Positions 12 11 +1
Increased Positions 34 32 +2
Closed Positions 4 7 -3
Reduced Positions 19 14 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RFV

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 Q1)

84 + investors

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

QUARTER:
Top 25 institutional holders of RFV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BNB Wealth Management, LLC 1.01% 12,107 $1.6M
2 Saxony Capital Management, LLC 0.68% 9,017 $1.2M
3 Axiom Financial Strategies, LLC 0.61% 13,375 $1.7M
4 Unified Investment Management 0.54% 4,064 $528K
5 Dale Q Rice Investment Management Ltd 0.28% 2,865 $372K
6 Reliant Investment Partners, LLC 0.24% 2,211 $287K
7 S.A. Mason LLC 0.14% 2,820 $367K
8 Twelve Points Wealth Management LLC 0.12% 4,208 $547K
9 Purus Wealth Management, LLC 0.08% 1,812 $236K
10 Strategic Blueprint, LLC 0.06% 8,005 $1.0M
11 Kelman-Lazarov, Inc. 0.04% 2,400 $312K
12 Stratos Wealth Advisors, LLC 0.04% 5,156 $670K
13 Well Done, LLC 0.03% 1,825 $237K
14 Kingsview Wealth Management, LLC 0.03% 19,538 $2.5M
15 Sanctuary Advisors, LLC 0.03% 48,385 $6.3M
16 Merit Financial Group, LLC 0.02% 25,793 $3.4M
17 FIFTH THIRD SECURITIES, INC. 0.02% 2,674 $348K
18 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% 2,353
19 Advisory Services Network, LLC 0.02% 9,119 $1.2M
20 Focus Partners Advisor Solutions, LLC 0.02% 11,577 $1.5M
21 Geneos Wealth Management Inc. 0.01% 4,683 $609K
22 INTEGRITY ALLIANCE, LLC. 0.01% 2,653 $345K
23 J.W. COLE ADVISORS, INC. 0.01% 2,933 $381K
24 Golden State Wealth Management, LLC 0.01% 797 $104K
25 JNBA Financial Advisors 0.01% 1,038 $135K
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 EXCHANGE TRADED FD T (RFV)

What does the Smart Money Trend signal show for RFV?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added RFV 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 RFV?

More buyers than sellers — 65% buying: Last quarter: 46 funds were net buyers (12 opened a brand new position + 34 added to an existing one). Only 25 were sellers (21 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RFV holders?

Elite ownership — 50% AUM from top-100 funds: 17 of 87 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in RFV. 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 RFV?

51% of holders stayed for 2+ years: 44 out of 87 hedge funds have held RFV 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.