INVESCO EXCH TRADED FD TR II (RWJ): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, RWJ has moved +6.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +6.6%. Since the quarter end (March 31, 2026), RWJ gained +14.9% vs +13.7% 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.

INVESCO EXCH TRADED FD TR II (RWJ)

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

Smart Money Signals — RWJ

Based on 190 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 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

190 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding RWJ is almost the same as a year ago (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 59% buying

103 buying73 selling

Last quarter: 103 funds bought or added vs 73 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: 16 → 23 → 19 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 28% medium ■ 21% new

97 out of 190 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.

📈

Growing discovery — still being found

20 → 16 → 23 → 19 → 26 new funds/Q

New funds entering each quarter: 16 → 23 → 19 → 26. A growing number of institutions are discovering RWJ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 21% 1-2yr ■ 25% new

Of 190 current holders: 104 (55%) 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 — 53% AUM from top-100 funds

53% from top-100 AUM funds

18 of 190 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.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	188	188	-
13F Shares	18M	17M	4.03%
Total Value	$889M	$839M	6.0%
New Positions	24	19	+5
Increased Positions	77	66	+11
Closed Positions	24	13	+11
Reduced Positions	49	72	-23
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

188

13F Shares

18M

17M

4.03%

Total Value

$889M

$839M

6.0%

New Positions

Increased Positions

+11

Closed Positions

+11

Reduced Positions

-23

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

188 + 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:

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

Top 25 institutional holders of RWJ — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Wellington Grp LLC	7.22%	449,641	$21.9M
2	Fusion Family Wealth, LLC	5.65%	1,498,972	$75.7M
3	Cyr Financial Inc.	3.91%	131,655	$6.6M
4	Oxford Wealth Group, LLC	3.33%	120,815	$6.1M
5	Valued Retirements, Inc.	2.87%	58,155	$2.9M
6	CPC Advisors, LLC	2.61%	319,178	$16.1M
7	OPINICUS CAPITAL, INC.	1.34%	37,602	$1.9M
8	PERSPECTIVE WEALTH ADVISORS LLC	1.33%	40,534	$2.0M
9	POTENTIA WEALTH	1.12%	57,364	$2.9M
10	Strive Financial Group ,LLC	1.03%	38,462	$1.9M
11	PACIFIC SUN FINANCIAL CORP	1.02%	41,628	$2.1M
12	CATHY PARETO & ASSOCIATES, INC	0.69%	20,358	$1.0M
13	GUIDANCE CAPITAL, INC	0.67%	53,794	$3.0M
14	Sonoma Allocations LLC	0.62%	35,311	$1.8M
15	Main Street Group, LTD	0.58%	38,887	$2.0M
16	Copia Wealth Management	0.45%	12,898	$651K
17	Sunrise Financial Services, LLC	0.44%	12,230	$617K
18	RETIREMENT PLANNING GROUP, LLC / NY	0.38%	11,825	$597K
19	ADAPT WEALTH ADVISORS, LLC	0.35%	18,943	$956K
20	Swisher Financial Concepts, Inc.	0.30%	10,534	$532K
21	Fortis Capital Management LLC	0.28%	54,208	$2.7M
22	Cornerstone Financial Group, LLC /NE/	0.27%	7,378	$414K
23	First Bank & Trust	0.25%	31,078	$1.6M
24	Legacy Financial Advisors, Inc.	0.25%	35,767	$1.8M
25	INDEPENDENT FINANCIAL GROUP, LLC	0.24%	161,033	$8.1M

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 — 3 quarters in a row: For 3 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 — 59% buying: Last quarter: 103 funds bought or added vs 73 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: 18 of 190 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?

51% of holders stayed for 2+ years: 97 out of 190 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.

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

As of today, RWJ has moved +6.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +6.6%. Since the quarter end (March 31, 2026), RWJ has gained +14.9% vs +13.7% 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.

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INVESCO EXCH TRADED FD TR II (RWJ)

Smart Money Signals — RWJ

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 59% buying

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

51% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 55% of holders stayed 2+ years

Elite ownership — 53% AUM from top-100 funds

Institutional Sentiment Summary — RWJ

Hedge Fund Ownership: RWJ

Market Analysis: RWJ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RWJ

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

Hedge Fund Positioning: RWJ

Statistics: RWJ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — INVESCO EXCH TRADED FD TR II (RWJ)

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