Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COHEN & STEERS ETF TRUST (CSPF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
3Q ▲
Buyers last Q
85%

Smart Money Signals — CSPF

Based on 26 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 consecutive quarters, more hedge funds added CSPF 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
26 hedge funds hold CSPF right now — the highest count in 1.0 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.
🟢

More buyers than sellers — 85% buying

22 buying4 selling
Last quarter: 22 funds were net buyers (11 opened a brand new position + 11 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 8 → 11. 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.
📈

Growing discovery — still being found

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

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 26 current holders: 26 (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.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
1 of 26 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Hedge Fund Ownership: CSPF

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

Market Analysis: CSPF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CSPF

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: CSPF
2026 Q1 Stats Unlock in 11 days 26 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 26 17 52.94%
13F Shares 4M 2M 94.77%
Total Value $110M $56M 94.82%
New Positions 11 8 +3
Increased Positions 11 7 +4
Closed Positions 2 2 -
Reduced Positions 2 2 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CSPF

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

26 + investors

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

Top 25 institutional holders of CSPF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Townsend & Associates, Inc 2.90% 1,286,258 $33.6M
2 SK Wealth Management, LLC 2.52% 352,469 $9.1M
3 FORTEM FINANCIAL GROUP, LLC 2.15% 333,994 $8.6M
4 Oak Harvest Investment Services 0.68% 252,919 $6.5M
5 Financial Insights, Inc. 0.37% 42,280 $1.1M
6 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.25% 58,077 $1.5M
7 OxenFree Capital LLC 0.24% 19,218 $501K
8 Auour Investments LLC 0.17% 21,413 $549K
9 Maridea Wealth Management LLC 0.17% 46,266 $1.2M
10 First Citizens Financial Corp 0.14% 11,425 $293K
11 Key FInancial Inc 0.08% 18,372 $471K
12 EXCHANGE TRADED CONCEPTS, LLC 0.07% 372,550 $9.6M
13 RFG Advisory, LLC 0.07% 139,998 $3.6M
14 FINANCIAL MANAGEMENT NETWORK INC 0.04% 10,794 $281K
15 Embree Financial Group 0.04% 13,350 $342K
16 Steward Partners Investment Advisory, LLC 0.02% 149,244 $3.8M
17 Sigma Planning Corp 0.02% 27,257 $699K
18 CREATIVE FINANCIAL DESIGNS INC /ADV 0.02% 11,803 $303K
19 Sanctuary Advisors, LLC 0.01% 88,850 $2.3M
20 Prospera Financial Services Inc 0.01% 17,445 $447K
21 Kestra Advisory Services, LLC 0.00% 50,916 $1.3M
22 HighTower Advisors, LLC 0.00% 145,789 $3.7M
23 Janney Montgomery Scott LLC 0.00% 50,871 $1K
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 45,243 $1.2M
25 ENVESTNET ASSET MANAGEMENT INC 0.00% 261,203 $6.7M
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 — COHEN & STEERS ETF TRUST (CSPF)

What does the Smart Money Trend signal show for CSPF?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added CSPF 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 CSPF?

More buyers than sellers — 85% buying: Last quarter: 22 funds were net buyers (11 opened a brand new position + 11 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CSPF holders?

Smaller funds dominant — 0% AUM from top-100: 1 of 26 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CSPF?

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.

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.