Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Opportunities Trust (FEPI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
5Q ▲
Buyers last Q
66%

Smart Money Signals — FEPI

Based on 56 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added FEPI 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
56 hedge funds hold FEPI right now — the highest count in 2.8 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 — +81% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+81% 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 — 66% buying

35 buying18 selling
Last quarter: 35 funds were net buyers (17 opened a brand new position + 18 added to an existing one). Only 18 were sellers (11 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new FEPI position: 13 → 7 → 10 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 34% entered in last year

■ 16% conviction (2yr+) ■ 50% medium ■ 34% new
Only 9 funds (16%) 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

6 → 13 → 7 → 10 → 17 new funds/Q
New funds entering each quarter: 13 → 7 → 10 → 17. A growing number of institutions are discovering FEPI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 14% veterans, 46% new entrants

■ 14% veterans ■ 40% 1-2yr ■ 46% new
Of 57 current holders: 8 (14%) held 2+ years, 23 held 1–2 years, 26 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
7 of 55 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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.

Institutional Sentiment Summary — FEPI

In 2026 Q2, 35 hedge funds were net buyers of FEPI (17 opened a new position, 18 added to an existing one), while 18 reduced or exited (11 trimmed, 7 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 56.

Hedge Fund Ownership: FEPI

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

Market Analysis: FEPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FEPI

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

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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
0.5
/ 10
conviction
Hedge Fund Positioning: FEPI
54 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 54 46 17.39%
13F Shares 939K 767K 22.5%
Total Value $35M $25M 37.23%
New Positions 16 10 +6
Increased Positions 18 21 -3
Closed Positions 7 5 +2
Reduced Positions 11 10 +1
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: FEPI

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Institutional Holders (2026 Q2)

54 + investors

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

QUARTER:
Top 25 FEPI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Navis Wealth Advisors, LLC 0.97% 59,304 $2.6M
2 Genesis Financial Group, LLC 0.56% 20,000 $862K
3 Independence Wealth Advisors, LLC 0.33% 15,236 $657K
4 Tactive Advisors, LLC 0.30% 28,418 $1.2M
5 Brookwood Investment Group LLC 0.27% 56,252 $2.4M
6 Latitude Advisors, LLC 0.21% 12,237 $528K
7 Roman Butler Fullerton & Co 0.13% 12,533 $526K
8 Sound Income Strategies, LLC 0.06% 32,061 $1.4M
9 SBI Securities Co., Ltd. 0.05% 54,180 $2.3M
10 Rossby Financial, LCC 0.05% 6,230 $269K
11 Tucker Asset Management LLC 0.04% 3,064 $122K
12 United Advisor Group, LLC 0.03% 6,095 $263K
13 IHT Wealth Management, LLC 0.03% 28,620 $1.2M
14 Quadrature Capital Ltd 0.02% 66,574 $2.9M
15 Mutual Advisors, LLC 0.02% 27,076 $1.2M
16 Integrity Alliance, LLC. 0.02% 12,774 $551K
17 Gladstone Institutional Advisory LLC 0.01% 7,992 $345K
18 PFG Investments, LLC 0.01% 5,625 $243K
19 Zacks Investment Management 0.01% 27,518 $1.2M
20 Geneos Wealth Management Inc. 0.01% 8,475 $365K
21 CoreCap Advisors, LLC 0.01% 5,402 $233K
22 Arlington Trust Co LLC 0.01% 1,500 $65K
23 Steward Partners Investment Advisory, LLC 0.01% 22,822 $984K
24 Markowski Investments 0.00% 419 $18K
25 Commonwealth Equity Services, LLC 0.00% 67,083 $2.9M
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 — ETF Opportunities Trust (FEPI)

What does the Smart Money Trend signal show for FEPI?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added FEPI 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 FEPI?

More buyers than sellers — 66% buying: Last quarter: 35 funds were net buyers (17 opened a brand new position + 18 added to an existing one). Only 18 were sellers (11 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FEPI holders?

Smaller funds dominant — 12% AUM from top-100: 7 of 55 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FEPI?

Mostly new holders — 34% entered in last year: Only 9 funds (16%) 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.

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