RZG Hedge Fund Ownership (Q2 2026)

Invesco Exchange Traded Fd T (RZG)

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

Smart Money Signals — RZG

Based on 64 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added RZG 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

64 hedge funds hold RZG 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

+12 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.

🟡

Slight buying edge — 51% buying

29 buying28 selling

Last quarter: 29 funds bought or added vs 28 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 (+11 vs last Q)

new funds entering per quarter

Funds opening a new RZG position: 6 → 12 → 5 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 16% medium ■ 28% new

36 out of 64 hedge funds have held RZG 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 +28% but shares only +0% — price-driven

Value

+27%

+0%

Last quarter: the total dollar value of institutional holdings rose +28%, but actual share count only changed +0%. 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

4 → 6 → 12 → 5 → 16 new funds/Q

New funds entering each quarter: 6 → 12 → 5 → 16. A growing number of institutions are discovering RZG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 61% veterans vs 28% newcomers

■ 61% veterans ■ 11% 1-2yr ■ 28% new

Entry-cohort mix of 64 holders: 39 (61%) are 2+ year veterans, 7 entered 1–2 years ago, and 18 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

14 of 64 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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	64	56	14.29%
13F Shares	804K	803K	0.09%
Total Value	$57M	$45M	27.73%
New Positions	16	5	+11
Increased Positions	13	13	-
Closed Positions	8	7	+1
Reduced Positions	20	21	-1
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

14.29%

13F Shares

804K

803K

0.09%

Total Value

$57M

$45M

27.73%

New Positions

+11

Increased Positions

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

64 + investors

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

QUARTER:

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

Top 25 RZG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Horizon Family Wealth, Inc.	2.82%	84,996	$6.2M
2	Global View Capital Management LLC	0.81%	53,946	$3.9M
3	Twelve Points Wealth Management LLC	0.72%	49,286	$3.6M
4	Willner & Heller, LLC	0.52%	11,339	$824K
5	Synergy Asset Management, LLC	0.29%	41,705	$3.0M
6	Pacific Sun Financial Corp	0.26%	8,720	$634K
7	American Institute for Advanced Investment Management, LLP	0.23%	5,416	$394K
8	Tempo Wealth, LLC	0.18%	16,603	$1.2M
9	Purus Wealth Management, LLC	0.17%	8,328	$605K
10	Mainstay Capital Management LLC /Adv	0.11%	19,654	$1.4M
11	Kaydan Wealth Management, Inc.	0.10%	4,445	$323K
12	Investors Research Corp	0.10%	7,349	$534K
13	Berger Financial Group, Inc	0.07%	17,525	$1.3M
14	Commonwealth Financial Services, LLC	0.06%	6,192	$450K
15	Collier Financial	0.06%	1,117	$81K
16	Heritage Trust Co	0.03%	5,295	$385K
17	FAS Wealth Partners, Inc.	0.03%	7,632	$555K
18	HCR Wealth Advisors	0.02%	3,234	$235K
19	Fiduciary Alliance LLC	0.01%	2,818	$205K
20	RMR Wealth Builders	0.01%	2,910	$212K
21	Trilogy Capital Inc.	0.01%	4,272	$311K
22	Belpointe Asset Management LLC	0.01%	3,946	$287K
23	Flagship Harbor Advisors, LLC	0.01%	3,220	$234K
24	Key FInancial Inc	0.01%	687	$50K
25	Focus Financial Network, Inc.	0.01%	2,904	$211K

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 Exchange Traded Fd T (RZG)

What does the Smart Money Trend signal show for RZG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RZG 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 RZG?

Slight buying edge — 51% buying: Last quarter: 29 funds bought or added vs 28 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 RZG holders?

Strong quality — 39% AUM from major funds: 14 of 64 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RZG?

56% of holders stayed for 2+ years: 36 out of 64 hedge funds have held RZG 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 Exchange Traded Fd T (RZG)

Smart Money Signals — RZG

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +23% more funds vs a year ago

Slight buying edge — 51% buying

More new buyers each quarter (+11 vs last Q)

56% of holders stayed for 2+ years

Value +28% but shares only +0% — price-driven

Growing discovery — still being found

Veteran-anchored — 61% veterans vs 28% newcomers

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — RZG

Hedge Fund Ownership: RZG

Market Analysis: RZG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: RZG

Hedge Fund Positioning: RZG

Statistics: RZG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Exchange Traded Fd T (RZG)

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