Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INVESCO EXCH TRADED FD TR II (XMLV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
2Q ▼
Buyers last Q
45%

Smart Money Signals — XMLV

Based on 184 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their XMLV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
184 hedge funds hold XMLV 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding XMLV is almost the same as a year ago (-4 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

75 buying91 selling
Last quarter: 91 funds reduced or exited vs 75 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 22 → 13 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 18% medium ■ 10% new
131 out of 184 hedge funds have held XMLV 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.
➡️

Steady discovery — ~16 new funds/quarter

26 → 12 → 22 → 13 → 16 new funds/Q
New funds entering each quarter: 12 → 22 → 13 → 16. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 75% of holders stayed 2+ years

■ 75% veterans ■ 10% 1-2yr ■ 15% new
Of 185 current holders: 139 (75%) 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 — 49% AUM from top-100 funds

49% from top-100 AUM funds
16 of 184 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in XMLV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — XMLV

In 2025 Q4, 75 hedge funds were net buyers of XMLV (16 opened a new position, 59 added to an existing one), while 91 reduced or exited (71 trimmed, 20 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 49% of total institutional value in XMLV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 184.

Hedge Fund Ownership: XMLV

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

Market Analysis: XMLV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XMLV

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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.

13 top-rated funds 2 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: XMLV
2026 Q1 Stats Unlock in 6 days 185 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 185 189 -2.12%
13F Shares 8M 8M 3.39%
Total Value $545M $508M 7.24%
New Positions 16 14 +2
Increased Positions 59 61 -2
Closed Positions 20 19 +1
Reduced Positions 73 76 -3
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: XMLV

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Institutional Holders (2026 Q1)

185 + investors

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

Top 25 institutional holders of XMLV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DORVAL Corp 5.11% 261,731 $16.5M
2 PFS Partners, LLC 3.78% 130,833 $8.2M
3 Portland Financial Advisors Inc 1.45% 11,089 $698K
4 Investment Partners Asset Management, Inc. 0.94% 24,053 $1.5M
5 Johnson & White Wealth Management, LLC 0.91% 34,057 $2.1M
6 PACIFIC SUN FINANCIAL CORP 0.63% 20,765 $1.3M
7 Avant Capital LLC 0.36% 8,041 $506K
8 MorganRosel Wealth Management, LLC 0.35% 14,235 $896K
9 ProVise Management Group, LLC 0.33% 72,410 $4.6M
10 Destiny Capital Corp/CO 0.28% 8,340 $525K
11 PETRA FINANCIAL ADVISORS INC 0.24% 6,237 $393K
12 Sculati Wealth Management, LLC 0.24% 10,278 $647K
13 Brookstone Capital Management 0.22% 306,429 $19.3M
14 CALTON & ASSOCIATES, INC. 0.21% 23,364 $1.5M
15 ATX Financial Planning, LLC 0.21% 4,382 $276K
16 Spectrum Wealth Advisory Group, LLC 0.19% 8,221 $518K
17 MONEYWISE, INC. 0.19% 6,764 $426K
18 LMCG INVESTMENTS, LLC 0.18% 48,300 $3.0M
19 TopTier Wealth Management, LLC 0.18% 4,613 $290K
20 Meridian Financial Advisors, LLC 0.15% 4,411 $278K
21 Golden State Wealth Management, LLC 0.14% 20,088 $1.3M
22 Strategic Equity Management 0.14% 5,792 $365K
23 Petix & Botte Co 0.11% 7,728 $487K
24 ACT Advisors, LLC. 0.11% 3,950 $249K
25 Accel Wealth Management 0.10% 6,210 $391K
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 (XMLV)

What does the Smart Money Trend signal show for XMLV?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their XMLV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for XMLV?

More sellers than buyers — 45% buying: Last quarter: 91 funds reduced or exited vs 75 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XMLV holders?

Elite ownership — 49% AUM from top-100 funds: 16 of 184 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in XMLV. 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 XMLV?

71% of holders stayed for 2+ years: 131 out of 184 hedge funds have held XMLV 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.