Stock Analysis

Data Source: SEC EDGAR 13F

Updated Hourly

Investment Managers Ser Tr I (BEX)

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

Net Flow Q/Q

↑ +3

Streak

2Q ▲

Buyers last Q

89%

Smart Money Signals — BEX

Based on 8 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 BEX 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

8 hedge funds hold BEX right now — the highest count in 2.0 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 — +700% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+700% 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 — 89% buying

8 buying1 selling

Last quarter: 8 funds were net buyers (3 opened a brand new position + 5 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 0 → 0 → 5 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 88% entered in last year

■ 0% conviction (2yr+) ■ 12% medium ■ 88% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +615% but shares only +304% — price-driven

Value

+614%

+304%

Last quarter: the total dollar value of institutional holdings rose +615%, but actual share count only changed +304%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~3 new funds/quarter

0 → 0 → 0 → 5 → 3 new funds/Q

New funds entering each quarter: 0 → 0 → 5 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 10 current holders: 10 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 88% AUM from top-100 funds

88% from top-100 AUM funds

3 of 6 holders are among the 100 largest funds by AUM, controlling 88% of total institutional value in BEX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

7.2

out of 10

High Exit Risk

Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — BEX

In 2026 Q1, 8 hedge funds were net buyers of BEX (3 opened a new position, 5 added to an existing one), while 1 reduced or exited (1 trimmed their position) — a 89% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 88% of total institutional value in BEX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 8.

Hedge Fund Ownership: BEX

How many hedge funds hold BEX — quarterly history vs. share price

Quarterly hedge fund ownership of BEX vs. share price

Stock Performance

Real-time

Is It Too Late to Buy Investment Managers Ser Tr I (BEX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BEX has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 12d ago

BEX

-37.1%

SPY

+1.1%

BEX outperformed SPY by -38.2% since June 30, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?

Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction

Consensus

1.3

/ 10

breadth

Elite

0.0

/ 10

conviction

Hedge Fund Positioning: BEX

2026 Q2 Stats Unlock in 38 days 8 + Investors

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

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	8	5	60.0%
13F Shares	555K	137K	304.17%
Total Value	$9M	$1M	614.51%
New Positions	3	5	-2
Increased Positions	5	0	+5
Closed Positions	0	0	-
Reduced Positions	0	0	-
Total Calls	2	2	-
Total Puts	2	1	100.0%
PUT/CALL Ratio	1.0	0.5	Neutral

Statistics: BEX

Valuation Measures Data as of: --

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Financial Highlights

Profitability

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Income Statement & Cash Flow

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Institutional Holders (2026 Q2)

8 + investors

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

QUARTER:

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

Top 1 BEX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Client First Investment Management LLC	0.52%	20,466	$1.2M

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 — Investment Managers Ser Tr I (BEX)

What does the Smart Money Trend signal show for BEX?

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

More buyers than sellers — 89% buying: Last quarter: 8 funds were net buyers (3 opened a brand new position + 5 added to an existing one). Only 1 were sellers (1 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BEX holders?

Elite ownership — 88% AUM from top-100 funds: 3 of 6 holders are among the 100 largest funds by AUM, controlling 88% of total institutional value in BEX. 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 BEX?

Mostly new holders — 88% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Investment Managers Ser Tr I (BEX) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), BEX has gained -37.1% vs +1.1% 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.

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.