BUFS Hedge Fund Ownership (Q1 2026)

First Tr Exchng Traded Fd VI (BUFS)

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

Smart Money Signals — BUFS

Based on 50 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added BUFS 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

50 hedge funds hold BUFS 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 — +92% more funds vs a year ago

fund count last 6Q

+24 new funds entered over the past year (+92% 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 — 75% buying

40 buying13 selling

Last quarter: 40 funds were net buyers (14 opened a brand new position + 26 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 8 → 11 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 52% entered in last year

■ 0% conviction (2yr+) ■ 48% medium ■ 52% 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.

💎

Buying through price weakness — shares +50%, value +10%

Value

+10%

+50%

Last quarter: funds added +50% more shares while total portfolio value only changed +10%. 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 → 7 → 8 → 11 → 14 new funds/Q

New funds entering each quarter: 7 → 8 → 11 → 14. A growing number of institutions are discovering BUFS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 70% of holders entered in last year

■ 0% veterans ■ 30% 1-2yr ■ 70% new

Of 50 current holders: 35 (70%) 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.

✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds

4 of 50 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — 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	49	40	22.5%
13F Shares	5M	3M	49.47%
Total Value	$82M	$75M	9.72%
New Positions	14	11	+3
Increased Positions	26	18	+8
Closed Positions	5	1	+4
Reduced Positions	9	7	+2
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

22.5%

13F Shares

49.47%

Total Value

$82M

$75M

9.72%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

49 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BUFS. 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 BUFS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Centennial Wealth Advisory LLC	2.53%	466,197	$11.7M
2	Winnacle Wealth LLC	0.34%	19,676	$494K
3	World Equity Group, INC.	0.32%	57,634	$1.4M
4	Keystone Wealth Services, LLC	0.20%	42,142	$1.1M
5	AssuredPartners Investment Advisors, LLC	0.18%	73,676	$1.8M
6	Geneos Wealth Management Inc.	0.17%	335,044	$8.4M
7	ODonnell Financial Services, LLC	0.13%	17,554	$440K
8	DHJJ Financial Advisors, Ltd.	0.13%	17,622	$442K
9	Legacy Capital Wealth Partners, LLC	0.08%	17,579	$441K
10	Claro Advisors Inc.	0.07%	27,345	$686K
11	NewEdge Advisors, LLC	0.06%	824,063	$20.7M
12	Synergy Asset Management, LLC	0.05%	22,197	$557K
13	Advisory Services Network, LLC	0.05%	160,889	$4.0M
14	Kovack Advisors, Inc.	0.04%	33,931	$850K
15	Arq Wealth Advisors, LLC	0.04%	12,863	$322K
16	Independent Financial Group, LLC	0.03%	62,455	$1.6M
17	Tradition Wealth Management, LLC	0.02%	14,260	$358K
18	OneAscent Financial Services LLC	0.02%	17,903	$449K
19	Mml Investors Services, LLC	0.02%	340,159	$8.5M
20	IFP Advisors, Inc	0.01%	28,404	$713K
21	Integrated Wealth Concepts LLC	0.01%	76,469	$1.9M
22	Cetera Investment Advisers	0.01%	408,429	$10.2M
23	Osaic Holdings, INC.	0.01%	298,922	$7.5M
24	Signature Estate & Investment Advisors LLC	0.01%	18,435	$463K
25	Sanctuary Advisors, LLC	0.01%	68,321	$1.7M

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 — First Tr Exchng Traded Fd VI (BUFS)

What does the Smart Money Trend signal show for BUFS?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added BUFS 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 BUFS?

More buyers than sellers — 75% buying: Last quarter: 40 funds were net buyers (14 opened a brand new position + 26 added to an existing one). Only 13 were sellers (9 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUFS holders?

Strong quality — 24% AUM from major funds: 4 of 50 holders rank in the top 100 by AUM, accounting for 24% 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 BUFS?

Mostly new holders — 52% 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.

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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

First Tr Exchng Traded Fd VI (BUFS)

Smart Money Signals — BUFS

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +92% more funds vs a year ago

More buyers than sellers — 75% buying

Steady new buyers — ~14 new funds per quarter

Mostly new holders — 52% entered in last year

Buying through price weakness — shares +50%, value +10%

Growing discovery — still being found

Early stage — 70% of holders entered in last year

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — BUFS

Hedge Fund Ownership: BUFS

Market Analysis: BUFS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BUFS

Hedge Fund Positioning: BUFS

Statistics: BUFS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchng Traded Fd VI (BUFS)

Welcome to 13Foresight!