XSHQ Hedge Fund Ownership (Q1 2026)

Invesco Exch Traded Fd Tr II (XSHQ)

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

Smart Money Signals — XSHQ

Based on 73 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their XSHQ 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 — 94% of 3.0Y peak

94% of all-time peak

73 funds currently hold this stock — 94% of the 3.0-year high of 78 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q

5 fewer hedge funds hold XSHQ compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟡

Slight buying edge — 52% buying

43 buying39 selling

Last quarter: 43 funds bought or added vs 39 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.

➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 16 → 9 → 12 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 29% long-term, 33% new

■ 29% conviction (2yr+) ■ 38% medium ■ 33% new

Of the 73 current holders: 21 (29%) held >2 years, 28 held 1–2 years, and 24 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 — ~15 new funds/quarter

18 → 16 → 9 → 12 → 15 new funds/Q

New funds entering each quarter: 16 → 9 → 12 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 32% veterans, 49% new entrants

■ 32% veterans ■ 19% 1-2yr ■ 49% new

Of 73 current holders: 23 (32%) held 2+ years, 14 held 1–2 years, 36 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

13 of 73 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.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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	73	74	-1.35%
13F Shares	4M	3M	26.36%
Total Value	$166M	$133M	24.38%
New Positions	15	12	+3
Increased Positions	28	26	+2
Closed Positions	16	10	+6
Reduced Positions	22	27	-5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

-1.35%

13F Shares

26.36%

Total Value

$166M

$133M

24.38%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

73 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XSHQ. 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 XSHQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	PlanVest Financial, Inc	2.69%	83,180	$4.0M
2	Beacon Financial Planning, Inc	2.05%	125,141	$6.1M
3	DHJJ Financial Advisors, Ltd.	0.92%	65,853	$3.2M
4	Breakwater Capital Group	0.81%	139,859	$6.8M
5	Fortune Financial Group, Inc.	0.75%	19,912	$963K
6	Intrua Financial, LLC	0.35%	78,730	$3.8M
7	Private Advisory Group LLC	0.34%	130,384	$6.3M
8	HighPoint Advisor Group LLC	0.28%	164,234	$7.9M
9	TAGStone Capital, Inc.	0.27%	17,629	$852K
10	Fox Financial, Inc	0.21%	6,320	$306K
11	Roman Butler Fullerton & Co	0.17%	15,386	$728K
12	Mascagni Wealth Management, Inc.	0.17%	5,580	$270K
13	Twin Peaks Wealth Advisors, LLC	0.13%	12,317	$596K
14	Fifth Third Securities, INC.	0.13%	46,341	$2.2M
15	Foundry Financial Group, Inc.	0.11%	5,213	$252K
16	Golden State Wealth Management, LLC	0.09%	19,682	$952K
17	Archer Investment Management, LLC	0.09%	5,187	$251K
18	Nikulski Financial, Inc.	0.06%	6,045	$292K
19	Fifth Third Wealth Advisors LLC	0.04%	31,603	$1.5M
20	Onyx Bridge Wealth Group LLC	0.04%	9,483	$459K
21	Rossby Financial, LCC	0.04%	4,638	$224K
22	Firestone Capital Management	0.04%	4,250	$205K
23	GHP Investment Advisors, Inc.	0.03%	16,512	$798K
24	Essex Financial Services, Inc.	0.02%	6,655	$322K
25	TFC Financial Management, Inc.	0.01%	1,837	$89K

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 (XSHQ)

What does the Smart Money Trend signal show for XSHQ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their XSHQ 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 XSHQ?

Slight buying edge — 52% buying: Last quarter: 43 funds bought or added vs 39 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 XSHQ holders?

Strong quality — 39% AUM from major funds: 13 of 73 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 XSHQ?

Mixed — 29% long-term, 33% new: Of the 73 current holders: 21 (29%) held >2 years, 28 held 1–2 years, and 24 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.

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Invesco Exch Traded Fd Tr II (XSHQ)

Smart Money Signals — XSHQ

Selling streak — 1 quarter in a row

High ownership — 94% of 3.0Y peak

Outflows — 6% fewer funds vs a year ago

Slight buying edge — 52% buying

Steady new buyers — ~15 new funds per quarter

Mixed — 29% long-term, 33% new

Steady discovery — ~15 new funds/quarter

Mixed cohorts — 32% veterans, 49% new entrants

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — XSHQ

Hedge Fund Ownership: XSHQ

Market Analysis: XSHQ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XSHQ

Hedge Fund Positioning: XSHQ

Statistics: XSHQ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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