Stock Analysis
Data Source: SEC EDGAR 13F
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Invesco Exchange Traded Fd T (RZV)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — RZV

Based on 73 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 RZV 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
73 hedge funds hold RZV 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
+11 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 — 54% buying

35 buying30 selling
Last quarter: 35 funds bought or added vs 30 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 (+9 vs last Q)

new funds entering per quarter
Funds opening a new RZV position: 11 → 12 → 7 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 21% medium 19% new
44 out of 73 hedge funds have held RZV 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 +22% but shares only +1% — price-driven

Value
+21%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +22%, but actual share count only changed +1%. 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.
➡️

Steady discovery — ~16 new funds/quarter

8 → 11 → 12 → 7 → 16 new funds/Q
New funds entering each quarter: 11 → 12 → 7 → 16. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 26% newcomers

67% veterans 7% 1-2yr 26% new
Entry-cohort mix of 73 holders: 49 (67%) are 2+ year veterans, 5 entered 1–2 years ago, and 19 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
18 of 72 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — RZV

In 2026 Q2, 35 hedge funds were net buyers of RZV (16 opened a new position, 19 added to an existing one), while 30 reduced or exited (24 trimmed, 6 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 24% of total institutional value in RZV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 73.

Hedge Fund Ownership: RZV

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

Market Analysis: RZV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RZV

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: RZV
72 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 72 63 14.29%
13F Shares 919K 907K 1.32%
Total Value $134M $110M 21.61%
New Positions 16 7 +9
Increased Positions 19 24 -5
Closed Positions 6 11 -5
Reduced Positions 24 16 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RZV

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Institutional Holders (2026 Q2)

72 + investors

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

QUARTER:
Top 25 RZV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Theory Financial LLC 1.87% 39,779 $5.9M
2 Armbruster Capital Management, Inc. 1.42% 63,762 $9.5M
3 Systematic Alpha Investments, LLC 1.23% 306,488 $45.7M
4 Smallwood Wealth Investment Management, LLC 1.09% 16,764 $2.5M
5 Innova Wealth Partners 0.88% 14,365 $2.1M
6 American Institute for Advanced Investment Management, LLP 0.50% 5,820 $868K
7 Ntv Asset Management LLC 0.17% 11,450 $1.7M
8 Wealthcare Advisory Partners LLC 0.15% 52,341 $7.8M
9 Worth Asset Management, LLC 0.11% 2,382 $355K
10 Twelve Points Wealth Management LLC 0.11% 3,757 $560K
11 LOM Asset Management Ltd 0.11% 2,800 $417K
12 Discipline Wealth Solutions, LLC 0.09% 6,976 $1.0M
13 Purus Wealth Management, LLC 0.06% 1,394 $208K
14 Fifth Third Securities, INC. 0.05% 5,916 $882K
15 Buck Wealth Strategies, LLC 0.03% 1,780 $265K
16 Private Advisory Group LLC 0.02% 2,709 $404K
17 Merit Financial Group, LLC 0.01% 13,575 $2.0M
18 Greykasell Wealth Strategies, Inc. 0.01% 200 $30K
19 IFP Advisors, Inc 0.01% 3,523 $525K
20 Focus Financial Network, Inc. 0.01% 2,039 $304K
21 Flagship Harbor Advisors, LLC 0.01% 1,410 $210K
22 Stratos Wealth Partners, LTD. 0.01% 4,805 $716K
23 Keating Financial Advisory Services, Inc. 0.01% 277 $41K
24 IFG Advisory, LLC 0.01% 1,015 $151K
25 Concord Wealth Partners 0.00% 276 $41K
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 (RZV)

What does the Smart Money Trend signal show for RZV?

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

Slight buying edge — 54% buying: Last quarter: 35 funds bought or added vs 30 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 RZV holders?

Strong quality — 24% AUM from major funds: 18 of 72 holders rank in the top 100 by AUM, accounting for 24% 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 RZV?

60% of holders stayed for 2+ years: 44 out of 73 hedge funds have held RZV 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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