AMZU Hedge Fund Ownership (Q1 2026)

Direxion Shares ETF Trust (AMZU)

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

Smart Money Signals — AMZU

Based on 41 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added AMZU 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

41 hedge funds hold AMZU 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 — +52% more funds vs a year ago

fund count last 6Q

+14 new funds entered over the past year (+52% 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 — 60% buying

29 buying19 selling

Last quarter: 29 funds were net buyers (15 opened a brand new position + 14 added to an existing one). Only 19 were sellers (9 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 6 → 16 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 27% long-term, 46% new

■ 27% conviction (2yr+) ■ 27% medium ■ 46% new

Of the 41 current holders: 11 (27%) held >2 years, 11 held 1–2 years, and 19 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.

💎

Buying through price weakness — shares +34%, value -0%

Value

+33%

Last quarter: funds added +34% more shares while total portfolio value only changed -0%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

8 → 5 → 6 → 16 → 15 new funds/Q

New funds entering each quarter: 5 → 6 → 16 → 15. A growing number of institutions are discovering AMZU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 38% veterans, 40% new entrants

■ 38% veterans ■ 22% 1-2yr ■ 40% new

Of 50 current holders: 19 (38%) held 2+ years, 11 held 1–2 years, 20 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds

9 of 40 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in AMZU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	40	36	11.11%
13F Shares	3M	2M	33.55%
Total Value	$81M	$82M	-0.47%
New Positions	15	16	-1
Increased Positions	13	3	+10
Closed Positions	11	6	+5
Reduced Positions	8	14	-6
Total Calls	4	3	33.33%
Total Puts	6	3	100.0%
PUT/CALL Ratio	1.5	1.0	Bearish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

11.11%

13F Shares

33.55%

Total Value

$81M

$82M

-0.47%

New Positions

-1

Increased Positions

+10

Closed Positions

Reduced Positions

-6

Total Calls

33.33%

Total Puts

100.0%

PUT/CALL Ratio

1.5

1.0

Bearish

Institutional Holders (2026 Q2)

40 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AMZU. 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 AMZU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	PayPay Securities Corp	0.44%	548	$18K
2	Turner Financial Group, Inc.	0.29%	8,876	$295K
3	Z3 Capital Partners, LLC	0.17%	24,525	$815K
4	TRUE Private Wealth Advisors	0.16%	54,171	$1.8M
5	Traynor Capital Management, Inc.	0.10%	67,485	$2.2M
6	Hoey Investments, Inc	0.07%	16,883	$561K
7	Tactive Advisors, LLC	0.06%	7,500	$249K
8	Headlands Technologies LLC	0.04%	10,811	$359K
9	Larson Financial Group LLC	0.02%	21,602	$718K
10	StoneX Group Inc.	0.02%	11,562	$409K
11	SOA Wealth Advisors, LLC.	0.01%	1,764	$59K
12	Morse Asset Management, Inc	0.01%	1,606	$53K
13	Mcguire Capital Advisors Inc	0.01%	292	$10K
14	XTX Topco Ltd	0.00%	10,595	$352K
15	SBI Securities Co., Ltd.	0.00%	4,188	$139K
16	Cresset Asset Management, LLC	0.00%	25,000	$830K
17	Spire Wealth Management	0.00%	2,300	$76K
18	Hollencrest Capital Management	0.00%	834	$28K
19	Susquehanna International Group, LLP	0.00%	666,400	$22.1M
20	Group One Trading LLC	0.00%	32,779	$1.1M
21	Toth Financial Advisory Corp	0.00%	446	$15K
22	Rockefeller Capital Management L.P.	0.00%	27,500	$914K
23	Hrt Financial LP	0.00%	21,915	$728K
24	IMC-Chicago, LLC	0.00%	162,941	$5.4M
25	Parallel Advisors, LLC	0.00%	2,000	$66K

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 — Direxion Shares ETF Trust (AMZU)

What does the Smart Money Trend signal show for AMZU?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AMZU 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 AMZU?

More buyers than sellers — 60% buying: Last quarter: 29 funds were net buyers (15 opened a brand new position + 14 added to an existing one). Only 19 were sellers (9 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AMZU holders?

Elite ownership — 72% AUM from top-100 funds: 9 of 40 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in AMZU. 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 AMZU?

Mixed — 27% long-term, 46% new: Of the 41 current holders: 11 (27%) held >2 years, 11 held 1–2 years, and 19 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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Direxion Shares ETF Trust (AMZU)

Smart Money Signals — AMZU

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +52% more funds vs a year ago

More buyers than sellers — 60% buying

Steady new buyers — ~15 new funds per quarter

Mixed — 27% long-term, 46% new

Buying through price weakness — shares +34%, value -0%

Growing discovery — still being found

Mixed cohorts — 38% veterans, 40% new entrants

Elite ownership — 72% AUM from top-100 funds

Institutional Sentiment Summary — AMZU

Hedge Fund Ownership: AMZU

Market Analysis: AMZU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AMZU

Hedge Fund Positioning: AMZU

Statistics: AMZU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Direxion Shares ETF Trust (AMZU)

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