XMLV Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Invesco Exch Traded Fd Tr II (XMLV) following the 2026 Q2 hedge fund 13F filings?

As of today, XMLV has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), XMLV gained +2.6% vs +3.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Invesco Exch Traded Fd Tr II (XMLV)

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

Smart Money Signals — XMLV

Based on 185 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q

For 3 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.

📊

High ownership — 91% of 3.0Y peak

91% of all-time peak

185 funds currently hold this stock — 91% of the 3.0-year high of 203 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

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 (-3 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 49% buying

80 buying83 selling

Last quarter: 83 funds reduced or exited vs 80 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: 25 → 15 → 16 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 15% medium ■ 12% new

135 out of 185 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.

📊

Peak discovery — momentum slowing

13 → 25 → 15 → 16 → 16 new funds/Q

New funds entering each quarter: 25 → 15 → 16 → 16. XMLV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 75% veterans vs 14% newcomers

■ 75% veterans ■ 12% 1-2yr ■ 14% new

Entry-cohort mix of 185 holders: 138 (75%) are 2+ year veterans, 22 entered 1–2 years ago, and 25 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds

20 of 185 holders are among the 100 largest funds by AUM, controlling 47% 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.

2.9

out of 10

Low Exit Risk

Exit risk score 2.9/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	183	191	-4.19%
13F Shares	6M	8M	-25.4%
Total Value	$346M	$547M	-36.77%
New Positions	15	16	-1
Increased Positions	64	58	+6
Closed Positions	23	20	+3
Reduced Positions	61	73	-12
Total Calls	0	1	-100.0%
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	1.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

183

191

-4.19%

13F Shares

-25.4%

Total Value

$346M

$547M

-36.77%

New Positions

-1

Increased Positions

Closed Positions

Reduced Positions

-12

Total Calls

-100.0%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

1.0

Bullish

Institutional Holders (2026 Q2)

183 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

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

Top 25 XMLV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	DORVAL Corp	5.08%	266,274	$17.7M
2	PFS Partners, LLC	3.60%	134,082	$8.9M
3	Three Bearings Fiduciary Advisors, Inc.	1.57%	26,361	$1.7M
4	Portland Financial Advisors Inc	1.34%	11,089	$736K
5	Investment Partners Asset Management, Inc.	0.91%	24,689	$1.6M
6	Johnson & White Wealth Management, LLC	0.82%	33,066	$2.2M
7	Pacific Sun Financial Corp	0.54%	19,645	$1.3M
8	ProVise Management Group, LLC	0.29%	66,246	$4.4M
9	Avant Capital LLC	0.27%	6,608	$438K
10	Destiny Capital Corp/CO	0.24%	7,657	$508K
11	Sculati Wealth Management, LLC	0.23%	10,201	$701K
12	Petra Financial Advisors Inc	0.19%	6,252	$415K
13	Calton & Associates, INC.	0.19%	19,113	$1.3M
14	Tempo Wealth, LLC	0.19%	18,852	$1.3M
15	Brookstone Capital Management	0.18%	276,555	$18.3M
16	Lmcg Investments, LLC	0.17%	49,060	$3.3M
17	TopTier Wealth Management, LLC	0.17%	4,342	$288K
18	Spectrum Wealth Advisory Group, LLC	0.16%	8,226	$546K
19	Moneywise, INC.	0.15%	5,906	$392K
20	Meridian Financial Advisors, LLC	0.14%	4,411	$293K
21	Golden State Wealth Management, LLC	0.12%	20,010	$1.3M
22	Strategic Equity Management	0.11%	4,934	$327K
23	Petix & Botte Co	0.10%	7,730	$513K
24	Well Done, LLC	0.09%	10,492	$696K
25	Accel Wealth Management	0.09%	6,241	$414K

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 — 3 quarters in a row: For 3 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 — 49% buying: Last quarter: 83 funds reduced or exited vs 80 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 — 47% AUM from top-100 funds: 20 of 185 holders are among the 100 largest funds by AUM, controlling 47% 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?

73% of holders stayed for 2+ years: 135 out of 185 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.

Is it too late to buy Invesco Exch Traded Fd Tr II (XMLV) following the 2026 Q2 hedge fund 13F filings?

As of today, XMLV has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), XMLV has gained +2.6% vs +3.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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 Exch Traded Fd Tr II (XMLV)

Smart Money Signals — XMLV

Selling streak — 3 quarters in a row

High ownership — 91% of 3.0Y peak

Stable — ownership unchanged year-over-year

More sellers than buyers — 49% buying

Steady new buyers — ~16 new funds per quarter

73% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 75% veterans vs 14% newcomers

Elite ownership — 47% AUM from top-100 funds

Institutional Sentiment Summary — XMLV

Hedge Fund Ownership: XMLV

Market Analysis: XMLV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XMLV

Is It Too Late to Buy Invesco Exch Traded Fd Tr II (XMLV) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: XMLV

Statistics: XMLV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Invesco Exch Traded Fd Tr II (XMLV)

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