Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Index Shs Fds (FEZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — FEZ

Based on 342 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FEZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
342 hedge funds hold FEZ 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.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

174 buying148 selling
Last quarter: 174 funds bought or added vs 148 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 81 → 49 → 51 → 37. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 28% medium ■ 18% new
185 out of 342 hedge funds have held FEZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

92 → 81 → 49 → 51 → 37 new funds/Q
New funds entering each quarter: 81 → 49 → 51 → 37. FEZ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 61% veterans vs 26% newcomers

■ 61% veterans ■ 13% 1-2yr ■ 26% new
Entry-cohort mix of 356 holders: 217 (61%) are 2+ year veterans, 47 entered 1–2 years ago, and 92 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
29 of 332 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FEZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — FEZ

In 2026 Q1, 174 hedge funds were net buyers of FEZ (37 opened a new position, 137 added to an existing one), while 148 reduced or exited (100 trimmed, 48 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 56% of total institutional value in FEZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 342.

Hedge Fund Ownership: FEZ

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

Market Analysis: FEZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FEZ

-- --

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

Is It Too Late to Buy Spdr Index Shs Fds (FEZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FEZ 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 · 47d ago
FEZ
+5.0%
SPY
+4.0%

FEZ outperformed SPY by +1.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
FEZ
+0.0%
SPY
+0.0%

Since the filing became public, FEZ outperformed SPY by +0.0% .

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.

13 top-rated funds 3 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: FEZ
2026 Q2 Stats Unlock in 3 days 340 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 340 351 -3.13%
13F Shares 60M 49M 23.47%
Total Value $3.44B $3.11B 10.52%
New Positions 37 51 -14
Increased Positions 136 145 -9
Closed Positions 48 31 +17
Reduced Positions 93 89 +4
Total Calls 10 9 11.11%
Total Puts 14 11 27.27%
PUT/CALL Ratio 1.4 1.22 Bearish

Statistics: FEZ

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Valuation Measures Data as of: --

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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 --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q2)

340 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FEZ. 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.
Top 25 FEZ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 1607 Capital Partners, LLC 11.02% 1,843,028 $126.6M
2 Piedmont Capital Management, LLC 8.62% 251,454 $17.1M
3 Ssa Swiss Advisors AG 3.64% 126,228 $7.8M
4 Matauro, LLC 2.85% 313,480 $21.5M
5 Arch Global Advisors, LLC 2.70% 88,980 $6.1M
6 Allie Family Office LLC 2.68% 105,323 $7.2M
7 Private Wealth Advisors, LLC 2.45% 139,494 $9.6M
8 Washington Growth Strategies LLC 2.26% 59,171 $4.1M
9 Climber Capital SA 2.19% 61,979 $3.6M
10 Upper Left Wealth Management, LLC 1.89% 49,665 $3.4M
11 Marshall & Sterling Wealth Advisors Inc. 1.75% 43,002 $3.0M
12 Karnit Road Accident Victims Compensation Fund 1.74% 44,561 $3.1M
13 LFA - Lugano Financial Advisors SA 1.68% 40,634 $2.8M
14 Demars Financial Group, LLC 1.40% 73,730 $5.1M
15 Edenbrook Capital, LLC 1.38% 100,000 $6.9M
16 Black Maple Capital Management LP 1.24% 31,800 $2.2M
17 Bluefin Capital Management, LLC 1.09% 63,400 $4.4M
18 Financial Enhancement Group LLC 1.06% 129,738 $8.9M
19 Millington Financial Advisors, LLC 0.97% 36,290 $2.5M
20 Del-Sette Capital Management, LLC 0.86% 21,430 $1.5M
21 Ntv Asset Management LLC 0.84% 125,496 $8.6M
22 Courier Capital LLC 0.84% 246,024 $16.9M
23 Colton Groome Financial Advisors, LLC 0.76% 46,027 $3.2M
24 Quattro Financial Advisors LLC 0.67% 45,517 $3.1M
25 Sykon Capital LLC 0.64% 30,225 $2.1M
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 — Spdr Index Shs Fds (FEZ)

What does the Smart Money Trend signal show for FEZ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FEZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FEZ?

Slight buying edge — 54% buying: Last quarter: 174 funds bought or added vs 148 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FEZ holders?

Elite ownership — 56% AUM from top-100 funds: 29 of 332 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FEZ. 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 FEZ?

54% of holders stayed for 2+ years: 185 out of 342 hedge funds have held FEZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Spdr Index Shs Fds (FEZ) following the 2026 Q2 hedge fund 13F filings?

As of today, FEZ has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), FEZ has gained +5.0% vs +4.0% 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.

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