Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (RWL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — RWL

Based on 281 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added RWL 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
281 hedge funds hold RWL 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 — +23% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+23% 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 — 67% buying

170 buying85 selling
Last quarter: 170 funds were net buyers (40 opened a brand new position + 130 added to an existing one). Only 85 were sellers (61 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~40 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 29 → 25 → 35 → 40. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 28% medium ■ 25% new
131 out of 281 hedge funds have held RWL 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

45 → 29 → 25 → 35 → 40 new funds/Q
New funds entering each quarter: 29 → 25 → 35 → 40. A growing number of institutions are discovering RWL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 14% 1-2yr ■ 40% new
Of 281 current holders: 131 (47%) 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 — 59% AUM from top-100 funds

59% from top-100 AUM funds
18 of 281 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in RWL. 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.

Hedge Fund Ownership: RWL

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

Market Analysis: RWL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RWL

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 8 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: RWL
2026 Q1 Stats Unlock in 11 days 281 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 281 265 6.04%
13F Shares 49M 44M 9.91%
Total Value $5.47B $4.91B 11.34%
New Positions 40 35 +5
Increased Positions 130 111 +19
Closed Positions 24 13 +11
Reduced Positions 61 67 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RWL

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

281 + investors

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

Top 25 institutional holders of RWL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fusion Family Wealth, LLC 14.39% 1,677,074 $192.7M
2 Kozak & Associates, Inc. 13.64% 586,597 $70.0M
3 Tanglewood Legacy Advisors, LLC 11.83% 284,639 $32.7M
4 Stewardship Advisors, LLC 8.42% 318,852 $36.6M
5 Investment Planning Advisors, Inc. 7.71% 243,712 $28.0M
6 DENVER WEALTH MANAGEMENT, INC. 6.65% 168,293 $19.3M
7 RETIREMENT PLANNING GROUP, LLC / NY 5.85% 79,036 $9.1M
8 LeClair Wealth Partners LLC 5.59% 140,791 $16.2M
9 Blue Water Asset Management 5.59% 140,791 $16.2M
10 Asset Allocation Strategies LLC 5.23% 256,235 $29.4M
11 Cadent Capital Advisors, LLC 5.03% 169,173 $19.4M
12 Colonial River Investments, LLC 4.35% 105,806 $12.2M
13 Mission Hills Financial Advisory, LLC 3.97% 67,427 $7.7M
14 Aspire Capital Advisors LLC 3.75% 145,078 $16.7M
15 Harbor Asset Planning, Inc. 3.63% 37,578 $4.3M
16 Scarborough Advisors, LLC 3.33% 264,701 $30.4M
17 TFR Capital, LLC. 3.19% 90,373 $10.4M
18 Petix & Botte Co 2.64% 102,976 $11.8M
19 WJ Wealth Management, LLC 2.32% 43,168 $5.0M
20 Kraft, Davis & Associates, LLC 2.25% 85,150 $10.5M
21 OPTIMA CAPITAL LLC 2.17% 40,705 $4.7M
22 Total Clarity Wealth Management, Inc. 2.12% 78,687 $9.0M
23 Altium Investment Strategies LLC 1.83% 5,245 $621K
24 RETIREMENT FINANCIAL SOLUTIONS, LLC 1.67% 50,787 $5.8M
25 RIK SAYLOR FINANCIAL, INC. 1.65% 18,911 $2.2M
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 (RWL)

What does the Smart Money Trend signal show for RWL?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added RWL 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 RWL?

More buyers than sellers — 67% buying: Last quarter: 170 funds were net buyers (40 opened a brand new position + 130 added to an existing one). Only 85 were sellers (61 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for RWL holders?

Elite ownership — 59% AUM from top-100 funds: 18 of 281 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in RWL. 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 RWL?

47% of holders stayed for 2+ years: 131 out of 281 hedge funds have held RWL 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.