Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCHANGE TRADED FD T (XLG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +72
Streak
11Q ▲
Buyers last Q
64%

Smart Money Signals — XLG

Based on 601 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 XLG 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
601 hedge funds hold XLG 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 — +36% more funds vs a year ago

fund count last 6Q
+158 new funds entered over the past year (+36% 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 — 64% buying

360 buying199 selling
Last quarter: 360 funds were net buyers (116 opened a brand new position + 244 added to an existing one). Only 199 were sellers (155 trimmed + 44 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+56 vs last Q)

new funds entering per quarter
Funds opening a new XLG position: 103 → 78 → 60 → 116. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 28% new

■ 35% conviction (2yr+) ■ 37% medium ■ 28% new
Of the 601 current holders: 208 (35%) held >2 years, 224 held 1–2 years, and 169 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~116 new funds/quarter

79 → 103 → 78 → 60 → 116 new funds/Q
New funds entering each quarter: 103 → 78 → 60 → 116. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 34% veterans, 42% new entrants

■ 34% veterans ■ 24% 1-2yr ■ 42% new
Of 602 current holders: 204 (34%) held 2+ years, 145 held 1–2 years, 253 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
24 of 601 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in XLG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: XLG

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

Market Analysis: XLG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XLG

-- --

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.

38 top-rated funds 25 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: XLG
2026 Q1 Stats Unlock in 12 days 602 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 602 532 13.16%
13F Shares 99M 97M 2.78%
Total Value $5.88B $5.69B 3.41%
New Positions 116 61 +55
Increased Positions 246 270 -24
Closed Positions 44 48 -4
Reduced Positions 158 125 +33
Total Calls 3 4 -25.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.25 Bullish

Statistics: XLG

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

602 + investors

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

Top 25 institutional holders of XLG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Demars Financial Group, LLC 13.92% 775,044 $42.3M
2 Cyr Financial Inc. 8.03% 250,019 $13.6M
3 Principle Wealth Partners LLC 7.96% 2,552,987 $139.3M
4 MEANS INVESTMENT CO., INC. 7.43% 1,564,330 $85.3M
5 Green Ridge Wealth Planning LLC 6.38% 222,205 $12.1M
6 Seros Financial, LLC 6.00% 172,669 $9.4M
7 IFC & Insurance Marketing, Inc. 5.96% 104,612 $5.7M
8 QUATTRO FINANCIAL ADVISORS LLC 5.57% 337,753 $18.4M
9 Estate Planners Group, LLC 5.17% 201,128 $11.9M
10 PMG Wealth Management, Inc. 4.97% 126,338 $6.9M
11 Johnson Financial Group, Inc. 4.09% 2,071,676 $113.0M
12 WealthPoint Financial, LLC 3.57% 69,239 $4.1M
13 Comprehensive Financial Planning, Inc./PA 3.48% 92,005 $5.0M
14 Ackerman Asset Management, LLC 3.08% 80,835 $4.4M
15 City Center Advisors, LLC 2.89% 57,343 $3.1M
16 FFG RETIREMENT ADVISORS LLC 2.82% 88,680 $4.8M
17 Vision Retirement, LLC 2.65% 170,625 $9.3M
18 Summit Financial Consulting LLC 2.47% 63,246 $3.5M
19 Bogart Wealth, LLC 2.31% 1,099,124 $60.0M
20 LIGHTHOUSE FINANCIAL SERVICES INC /ADV 2.28% 172,963 $10.1M
21 LIFELONG WEALTH ADVISORS, INC. 2.01% 138,803 $7.6M
22 JSF Financial, LLC 1.92% 179,305 $9.8M
23 PRECEDENT WEALTH PARTNERS, LLC 1.91% 175,102 $9.6M
24 Bulwark Capital Corp 1.63% 48,535 $2.6M
25 Capstone Wealth Management Group LLC 1.49% 44,505 $2.4M
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 (XLG)

What does the Smart Money Trend signal show for XLG?

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

More buyers than sellers — 64% buying: Last quarter: 360 funds were net buyers (116 opened a brand new position + 244 added to an existing one). Only 199 were sellers (155 trimmed + 44 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XLG holders?

Elite ownership — 43% AUM from top-100 funds: 24 of 601 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in XLG. 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 XLG?

Mixed — 35% long-term, 28% new: Of the 601 current holders: 208 (35%) held >2 years, 224 held 1–2 years, and 169 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.