RSPA Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Invesco Actively Managed Exc (RSPA) following the 2026 Q2 hedge fund 13F filings?

As of today, RSPA has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), RSPA gained +2.3% vs +3.9% 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 Actively Managed Exc (RSPA)

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

Smart Money Signals — RSPA

Based on 68 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added RSPA 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

68 hedge funds hold RSPA right now — the highest count in 1.8 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 — +240% more funds vs a year ago

fund count last 6Q

+48 new funds entered over the past year (+240% 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 — 75% buying

57 buying19 selling

Last quarter: 57 funds were net buyers (19 opened a brand new position + 38 added to an existing one). Only 19 were sellers (10 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 14 → 21 → 20 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 62% entered in last year

■ 0% conviction (2yr+) ■ 38% medium ■ 62% new

Only 0 funds (0%) 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.

📈

Growing discovery — still being found

14 → 14 → 21 → 20 → 19 new funds/Q

New funds entering each quarter: 14 → 21 → 20 → 19. A growing number of institutions are discovering RSPA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 93% of holders entered in last year

■ 0% veterans ■ 7% 1-2yr ■ 93% new

Of 68 current holders: 63 (93%) entered in the past year, only 0 (0%) 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 — 77% AUM from top-100 funds

77% from top-100 AUM funds

9 of 68 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in RSPA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

6.5

out of 10

Moderate Exit Risk

Exit risk score 6.5/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	68	58	17.24%
13F Shares	10M	8M	20.71%
Total Value	$442M	$408M	8.32%
New Positions	19	20	-1
Increased Positions	38	27	+11
Closed Positions	9	7	+2
Reduced Positions	10	8	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

17.24%

13F Shares

10M

20.71%

Total Value

$442M

$408M

8.32%

New Positions

-1

Increased Positions

+11

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

68 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 RSPA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Lane Brothers & Co Inc	5.22%	149,447	$8.0M
2	Retirement Financial Solutions, LLC	2.56%	195,187	$10.4M
3	Peck Wealth Management, LLC	1.67%	37,045	$2.0M
4	Prevail Innovative Wealth Advisors, LLC	1.35%	169,378	$9.0M
5	Compass Financial Services Inc	1.26%	63,380	$3.4M
6	SageGuard Financial Group, LLC	0.67%	89,000	$4.7M
7	Barnett & Company, Inc.	0.58%	14,618	$780K
8	Colonial River Investments, LLC	0.56%	37,225	$2.0M
9	Mjp Associates Inc /Adv	0.46%	78,670	$4.2M
10	O'ROURKE & COMPANY, Inc	0.38%	20,219	$1.1M
11	Advisor OS, LLC	0.28%	78,670	$4.2M
12	Winnacle Wealth LLC	0.25%	6,779	$362K
13	Clearwave Capital, LLC	0.19%	6,564	$350K
14	Flagship Harbor Advisors, LLC	0.18%	89,116	$4.8M
15	Adalta Capital Management LLC	0.17%	7,100	$379K
16	Northstar Advisory Group, LLC	0.13%	7,755	$414K
17	Optima Capital LLC	0.12%	5,533	$295K
18	Silverlake Wealth Management LLC	0.10%	10,317	$550K
19	Brookstone Capital Management	0.09%	166,836	$8.9M
20	Gateway Wealth Partners, LLC	0.08%	23,719	$1.3M
21	Armstrong Advisory Group, Inc	0.06%	19,809	$1.1M
22	Nations Financial Group Inc, /Ia/ /Adv	0.05%	20,472	$1.1M
23	Centennial Wealth Advisory LLC	0.05%	4,213	$225K
24	Prospera Financial Services Inc	0.05%	60,377	$3.2M
25	Perigon Wealth Management, LLC	0.04%	47,347	$2.5M

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 (RSPA)

What does the Smart Money Trend signal show for RSPA?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added RSPA 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 RSPA?

More buyers than sellers — 75% buying: Last quarter: 57 funds were net buyers (19 opened a brand new position + 38 added to an existing one). Only 19 were sellers (10 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RSPA holders?

Elite ownership — 77% AUM from top-100 funds: 9 of 68 holders are among the 100 largest funds by AUM, controlling 77% of total institutional value in RSPA. 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 RSPA?

Mostly new holders — 62% entered in last year: Only 0 funds (0%) 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 (RSPA) following the 2026 Q2 hedge fund 13F filings?

As of today, RSPA has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), RSPA has gained +2.3% vs +3.9% 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 Actively Managed Exc (RSPA)

Smart Money Signals — RSPA

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +240% more funds vs a year ago

More buyers than sellers — 75% buying

Steady new buyers — ~19 new funds per quarter

Mostly new holders — 62% entered in last year

Growing discovery — still being found

Early stage — 93% of holders entered in last year

Elite ownership — 77% AUM from top-100 funds

Institutional Sentiment Summary — RSPA

Hedge Fund Ownership: RSPA

Market Analysis: RSPA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RSPA

Is It Too Late to Buy Invesco Actively Managed Exc (RSPA) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: RSPA

Statistics: RSPA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Actively Managed Exc (RSPA)

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