Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exch Traded Fd Tr II (RWJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
4Q ▲
Buyers last Q
54%

Smart Money Signals — RWJ

Based on 206 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 RWJ 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
206 hedge funds hold RWJ 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 — +14% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

105 buying90 selling
Last quarter: 105 funds bought or added vs 90 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.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new RWJ position: 23 → 19 → 27 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 27% medium ■ 20% new
109 out of 206 hedge funds have held RWJ 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.
💰

Value +27% but shares only +8% — price-driven

Value
+27%
Shares
+8%
Last quarter: the total dollar value of institutional holdings rose +27%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

17 → 23 → 19 → 27 → 34 new funds/Q
New funds entering each quarter: 23 → 19 → 27 → 34. A growing number of institutions are discovering RWJ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 56% veterans vs 24% newcomers

■ 56% veterans ■ 19% 1-2yr ■ 24% new
Entry-cohort mix of 206 holders: 116 (56%) are 2+ year veterans, 40 entered 1–2 years ago, and 50 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
23 of 206 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in RWJ. 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 — RWJ

In 2026 Q2, 105 hedge funds were net buyers of RWJ (34 opened a new position, 71 added to an existing one), while 90 reduced or exited (71 trimmed, 19 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 53% of total institutional value in RWJ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 206.

Hedge Fund Ownership: RWJ

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

Market Analysis: RWJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RWJ

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 4 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: RWJ
206 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 206 191 7.85%
13F Shares 20M 18M 8.05%
Total Value $1.16B $912M 27.35%
New Positions 34 27 +7
Increased Positions 71 77 -6
Closed Positions 19 25 -6
Reduced Positions 71 49 +22
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RWJ

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Institutional Holders (2026 Q2)

206 + investors

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

QUARTER:
Top 25 RWJ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wellington Grp LLC 7.55% 485,446 $24.5M
2 Fusion Family Wealth, LLC 5.82% 1,471,806 $87.6M
3 Cyr Financial Inc. 4.22% 136,063 $8.1M
4 Oxford Wealth Group, LLC 3.35% 125,860 $7.5M
5 Valued Retirements, Inc. 3.11% 58,175 $3.5M
6 Fsa Wealth Partners, INC. 2.71% 182,083 $10.8M
7 CPC Advisors, LLC 2.58% 322,099 $19.2M
8 Potentia Wealth 1.39% 56,915 $3.4M
9 Carolina Wealth Management Inc 1.32% 48,365 $2.9M
10 Perspective Wealth Advisors LLC 1.29% 39,349 $2.3M
11 Opinicus Capital, INC. 1.18% 37,075 $2.2M
12 Carlson Financial, INC. 1.09% 38,620 $1.9M
13 Pacific Sun Financial Corp 0.92% 37,331 $2.2M
14 Strive Financial Group ,LLC 0.88% 34,209 $2.0M
15 Guidance Capital, Inc 0.75% 56,940 $3.5M
16 Bellars Harris Wealth Management, LLC 0.71% 58,914 $3.5M
17 Cathy Pareto & Associates, Inc 0.69% 19,749 $1.2M
18 Main Street Group, LTD 0.57% 41,284 $2.5M
19 Copia Wealth Management 0.46% 12,886 $767K
20 Koshinski Asset Management, Inc. 0.42% 133,669 $8.0M
21 Sunrise Financial Services, LLC 0.41% 11,691 $696K
22 Collaborative Capital Advisors LLC 0.39% 10,507 $625K
23 Fortis Capital Management LLC 0.39% 59,207 $3.5M
24 Retirement Planning Group, LLC / Ny 0.37% 11,530 $686K
25 Advisor OS, LLC 0.36% 91,826 $5.5M
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 Exch Traded Fd Tr II (RWJ)

What does the Smart Money Trend signal show for RWJ?

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

Slight buying edge — 54% buying: Last quarter: 105 funds bought or added vs 90 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 RWJ holders?

Elite ownership — 53% AUM from top-100 funds: 23 of 206 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in RWJ. 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 RWJ?

53% of holders stayed for 2+ years: 109 out of 206 hedge funds have held RWJ 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.

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