RWK Hedge Fund Ownership (Q2 2026)

Invesco Exch Traded Fd Tr II (RWK)

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

Smart Money Signals — RWK

Based on 136 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 RWK 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

136 hedge funds hold RWK 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 — +18% more funds vs a year ago

fund count last 6Q

+21 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 59% buying

74 buying52 selling

Last quarter: 74 funds bought or added vs 52 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.

➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 14 → 13 → 21 → 22. 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+) ■ 24% medium ■ 25% new

70 out of 136 hedge funds have held RWK 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.

🚀

Acceleration phase — new buyers rushing in

11 → 14 → 13 → 21 → 22 new funds/Q

New funds entering each quarter: 14 → 13 → 21 → 22. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 55% veterans vs 28% newcomers

■ 55% veterans ■ 17% 1-2yr ■ 28% new

Entry-cohort mix of 136 holders: 75 (55%) are 2+ year veterans, 23 entered 1–2 years ago, and 38 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds

21 of 136 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in RWK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	139	136	2.21%
13F Shares	6M	6M	1.2%
Total Value	$875M	$755M	15.94%
New Positions	17	22	-5
Increased Positions	46	52	-6
Closed Positions	14	15	-1
Reduced Positions	51	37	+14
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

139

136

2.21%

13F Shares

1.2%

Total Value

$875M

$755M

15.94%

New Positions

-5

Increased Positions

-6

Closed Positions

-1

Reduced Positions

+14

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

139 + investors

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

QUARTER:

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

Top 25 RWK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Fusion Family Wealth, LLC	5.30%	545,385	$79.8M
2	Ipsen Advisor Group LLC	4.25%	45,186	$6.6M
3	Marshall & Sterling Wealth Advisors Inc.	3.03%	34,972	$5.1M
4	Perspective Wealth Advisors LLC	1.67%	20,755	$3.0M
5	RVW Wealth, LLC	1.24%	128,463	$18.8M
6	Resonant Capital Advisors, LLC	1.21%	172,713	$25.3M
7	Vantagepoint Investment Advisers LLC	0.59%	537,216	$78.6M
8	Keystone Financial Services, LLC	0.55%	6,223	$910K
9	Anson Capital, Inc.	0.40%	4,177	$611K
10	Bleakley Financial Group, LLC	0.40%	213,037	$31.2M
11	Willner & Heller, LLC	0.34%	3,765	$551K
12	Collaborative Capital Advisors LLC	0.34%	3,717	$544K
13	BAM Wealth Management, LLC	0.31%	3,371	$493K
14	J. Derek Lewis & Associates Inc.	0.30%	10,968	$1.6M
15	Nwam LLC	0.29%	39,343	$5.8M
16	Prism Advisors, Inc.	0.26%	7,263	$1.1M
17	EverSource Wealth Advisors, LLC	0.23%	47,603	$7.0M
18	Patriot Financial Group Insurance Agency, LLC	0.23%	15,175	$2.2M
19	Ausdal Financial Partners, Inc.	0.16%	27,964	$4.1M
20	Marshall Financial Group, LLC	0.15%	7,034	$1.0M
21	Mascagni Wealth Management, Inc.	0.15%	1,623	$237K
22	Independent Wealth Network Inc.	0.14%	3,748	$548K
23	GHP Investment Advisors, Inc.	0.13%	24,075	$3.5M
24	Investors Research Corp	0.11%	4,099	$599K
25	Seros Financial, LLC	0.11%	1,391	$203K

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 (RWK)

What does the Smart Money Trend signal show for RWK?

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

Slight buying edge — 59% buying: Last quarter: 74 funds bought or added vs 52 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 RWK holders?

Elite ownership — 55% AUM from top-100 funds: 21 of 136 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in RWK. 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 RWK?

51% of holders stayed for 2+ years: 70 out of 136 hedge funds have held RWK 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.

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Invesco Exch Traded Fd Tr II (RWK)

Smart Money Signals — RWK

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +18% more funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~22 new funds per quarter

51% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 55% veterans vs 28% newcomers

Elite ownership — 55% AUM from top-100 funds

Institutional Sentiment Summary — RWK

Hedge Fund Ownership: RWK

Market Analysis: RWK

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RWK

Hedge Fund Positioning: RWK

Statistics: RWK

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Exch Traded Fd Tr II (RWK)

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