Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (RSPE)

33 + Investors. Track Smart Money conviction in RSPE. 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
↑ +4
Streak
2Q ▲
Buyers last Q
73%

Smart Money Signals — RSPE

Based on 33 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added RSPE 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
33 hedge funds hold RSPE 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.
🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+50% 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 — 73% buying

22 buying8 selling
Last quarter: 22 funds were net buyers (8 opened a brand new position + 14 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 8 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 39% new

33% conviction (2yr+) 27% medium 39% new
Of the 33 current holders: 11 (33%) held >2 years, 9 held 1–2 years, and 13 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 — ~8 new funds/quarter

4 → 3 → 2 → 8 → 8 new funds/Q
New funds entering each quarter: 3 → 2 → 8 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 33% veterans, 45% new entrants

33% veterans 21% 1-2yr 45% new
Of 33 current holders: 11 (33%) held 2+ years, 7 held 1–2 years, 15 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
5 of 33 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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.

Institutional Sentiment Summary — RSPE

In 2026 Q1, 22 hedge funds were net buyers of RSPE (8 opened a new position, 14 added to an existing one), while 8 reduced or exited (4 trimmed, 4 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 33.

Hedge Fund Ownership: RSPE

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

Market Analysis: RSPE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RSPE

-- --

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

Is It Too Late to Buy INVESCO EXCH TRADED FD TR II (RSPE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RSPE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 53d ago
RSPE
+11.9%
SPY
+14.7%

RSPE outperformed SPY by -2.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 8d ago
RSPE
+1.2%
SPY
+0.9%

Since the filing became public, RSPE outperformed SPY by +0.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
0.2
/ 10
conviction
Hedge Fund Positioning: RSPE
33 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 33 29 13.79%
13F Shares 1M 640K 59.16%
Total Value $30M $19M 54.83%
New Positions 8 8 -
Increased Positions 14 8 +6
Closed Positions 4 0 +4
Reduced Positions 4 8 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RSPE

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Institutional Holders (2026 Q1)

33 + investors

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

QUARTER:
Top 25 institutional holders of RSPE — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stewardship Advisors, LLC 1.36% 200,421 $5.9M
2 Mountain Capital Investment Advisors Inc. 0.23% 50,074 $1.6M
3 EASTERN BANK 0.19% 384,098 $11.3M
4 Bond & Devick Financial Network, Inc. 0.12% 14,157 $417K
5 Allegheny Financial Group 0.06% 15,160 $446K
6 MJP ASSOCIATES INC /ADV 0.05% 13,735 $404K
7 Heck Capital Advisors, LLC 0.04% 19,016 $560K
8 Sepio Capital, LP 0.04% 22,121 $651K
9 Community Financial Services Group, LLC 0.03% 6,138 $182K
10 Advisor OS, LLC 0.03% 13,735 $404K
11 Tower Research Capital LLC (TRC) 0.01% 16,887 $497K
12 Birch Hill Investment Advisors LLC 0.01% 9,260 $273K
13 Ritter Daniher Financial Advisory LLC / DE 0.01% 1,913 $56K
14 GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% 10,303 $303K
15 GoalVest Advisory LLC 0.01% 1,220 $36K
16 Advisory Services Network, LLC 0.01% 15,093 $444K
17 Kingsview Wealth Management, LLC 0.00% 8,300 $244K
18 Focus Partners Advisor Solutions, LLC 0.00% 9,975 $294K
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 63,918 $1.9M
20 Betterment LLC 0.00% 15,817
21 GUARDIAN WEALTH ADVISORS, LLC / NC 0.00% 377 $11K
22 Milestone Investment Advisors LLC 0.00% 87 $3K
23 OSAIC HOLDINGS, INC. 0.00% 12,142 $357K
24 NATIONAL BANK OF CANADA /FI/ 0.00% 15,769 $463K
25 BLAIR WILLIAM & CO/IL 0.00% 2,636 $78K
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 (RSPE)

What does the Smart Money Trend signal show for RSPE?

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

More buyers than sellers — 73% buying: Last quarter: 22 funds were net buyers (8 opened a brand new position + 14 added to an existing one). Only 8 were sellers (4 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RSPE holders?

Smaller funds dominant — 9% AUM from top-100: 5 of 33 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held RSPE?

Mixed — 33% long-term, 39% new: Of the 33 current holders: 11 (33%) held >2 years, 9 held 1–2 years, and 13 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.

Is it too late to buy INVESCO EXCH TRADED FD TR II (RSPE) following the 2026 Q1 hedge fund 13F filings?

As of today, RSPE has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), RSPE has gained +11.9% vs +14.7% 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.

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.

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