Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alps ETF Tr (ACES)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — ACES

Based on 51 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 ACES 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.
📊

High ownership — 78% of 3.0Y peak

78% of all-time peak
51 funds currently hold this stock — 78% of the 3.0-year high of 65 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+24% 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.
🟡

Slight buying edge — 59% buying

26 buying18 selling
Last quarter: 26 funds bought or added vs 18 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 — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 13 → 16 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 18% medium ■ 27% new
28 out of 51 hedge funds have held ACES 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.
📈

Growing discovery — still being found

11 → 11 → 13 → 16 → 11 new funds/Q
New funds entering each quarter: 11 → 13 → 16 → 11. A growing number of institutions are discovering ACES each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 33% newcomers

■ 61% veterans ■ 6% 1-2yr ■ 33% new
Entry-cohort mix of 51 holders: 31 (61%) are 2+ year veterans, 3 entered 1–2 years ago, and 17 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
12 of 51 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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 — ACES

In 2026 Q2, 26 hedge funds were net buyers of ACES (11 opened a new position, 15 added to an existing one), while 18 reduced or exited (8 trimmed, 10 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 51.

Hedge Fund Ownership: ACES

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

Market Analysis: ACES

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ACES

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: ACES
51 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 51 50 2.0%
13F Shares 2M 2M 3.17%
Total Value $74M $68M 9.07%
New Positions 11 16 -5
Increased Positions 15 11 +4
Closed Positions 10 16 -6
Reduced Positions 8 9 -1
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: ACES

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

51 + investors

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

QUARTER:
Top 25 ACES holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Waystone Advisors LLC 0.48% 18,204 $645K
2 Northstar Asset Management Inc 0.07% 6,425 $228K
3 CIBC Bancorp USA Inc. 0.06% 1,474,997 $52.2M
4 LaSalle St. Investment Advisors, LLC 0.04% 8,103 $287K
5 Gts Securities LLC 0.03% 34,413 $1.2M
6 Trillium Asset Management, LLC 0.01% 8,500 $301K
7 Aspect Partners, LLC 0.01% 677 $24K
8 Wealthfront Advisers LLC 0.01% 107,745 $3.8M
9 Godfrey Financial Associates, Inc. 0.00% 100 $4K
10 PlanVest Financial, Inc 0.00% 100 $4K
11 Focus Partners Wealth 0.00% 35,121 $1.2M
12 Fourth Dimension Wealth, LLC 0.00% 100 $4K
13 D. E. Shaw & Co., Inc. 0.00% 39,824 $1.4M
14 O'shaughnessy Asset Management, LLC 0.00% 3,695 $131K
15 Wolff Wiese Magana LLC 0.00% 37 $1K
16 Northwestern Mutual Wealth Management Co 0.00% 18,590 $659K
17 US Bancorp \de\ 0.00% 8,109 $287K
18 Goldman Sachs Group Inc 0.00% 100,000 $3.5M
19 Cetera Investment Advisers 0.00% 7,763 $275K
20 Thompson Investment Management, INC. 0.00% 59 $2K
21 Citigroup Inc 0.00% 19,214 $681K
22 Geneos Wealth Management Inc. 0.00% 245 $9K
23 LPL Financial LLC 0.00% 20,275 $718K
24 Bank of America Corp /de/ 0.00% 70,133 $2.5M
25 Bear Mountain Capital, Inc. 0.00% 15 —
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 — Alps ETF Tr (ACES)

What does the Smart Money Trend signal show for ACES?

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

Slight buying edge — 59% buying: Last quarter: 26 funds bought or added vs 18 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 ACES holders?

Smaller funds dominant — 16% AUM from top-100: 12 of 51 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ACES?

55% of holders stayed for 2+ years: 28 out of 51 hedge funds have held ACES 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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