Ssga Active Tr (FISR) Hedge Fund Ownership (Q1 2026)

Ssga Active Tr (FISR)

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

Smart Money Signals — FISR

Based on 79 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 FISR 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

79 hedge funds hold FISR 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 — +14% more funds vs a year ago

fund count last 6Q

+10 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 69% buying

55 buying25 selling

Last quarter: 55 funds were net buyers (11 opened a brand new position + 44 added to an existing one). Only 25 were sellers (15 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 11 → 6 → 19 → 11. 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.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 32% medium ■ 23% new

36 out of 79 hedge funds have held FISR 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.

📈

Growing discovery — still being found

10 → 11 → 6 → 19 → 11 new funds/Q

New funds entering each quarter: 11 → 6 → 19 → 11. A growing number of institutions are discovering FISR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 47% veterans vs 30% newcomers

■ 47% veterans ■ 23% 1-2yr ■ 30% new

Entry-cohort mix of 79 holders: 37 (47%) are 2+ year veterans, 18 entered 1–2 years ago, and 24 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds

4 of 79 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in FISR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	79	77	2.6%
13F Shares	18M	14M	28.01%
Total Value	$439M	$366M	20.13%
New Positions	11	19	-8
Increased Positions	44	44	-
Closed Positions	9	4	+5
Reduced Positions	15	11	+4
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

2.6%

13F Shares

18M

14M

28.01%

Total Value

$439M

$366M

20.13%

New Positions

-8

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

79 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FISR. 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 FISR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Hibernia Wealth Partners, LLC	5.68%	409,212	$10.5M
2	Novus Advisors, LLC	4.83%	90,314	$2.3M
3	Aspire Private Capital, LLC	4.52%	851,703	$21.8M
4	Lockerman Financial Group, INC.	4.45%	113,529	$2.9M
5	Raleigh Capital Management Inc.	4.02%	490,557	$12.6M
6	Landmark Wealth Management, INC.	2.45%	288,333	$7.4M
7	International Private Wealth Advisors LLC	0.95%	71,825	$1.8M
8	Legacy Wealth Partners, LLC	0.44%	76,205	$2.0M
9	WealthPoint Financial, LLC	0.43%	23,259	$597K
10	Envestnet Portfolio Solutions, Inc.	0.43%	3,494,333	$89.6M
11	Valtinson Bruner Financial Planning LLC	0.43%	66,154	$1.7M
12	October Effect Ltd	0.32%	13,165	$338K
13	Founders Financial Alliance, LLC	0.24%	69,169	$1.8M
14	FSA Advisors, Inc.	0.17%	14,443	$370K
15	Worth Financial Advisory Group, LLC	0.17%	15,619	$401K
16	Global Financial Private Client, LLC	0.13%	19,205	$493K
17	Balboa Wealth Partners	0.10%	29,621	$760K
18	Signal Advisors Wealth, LLC	0.10%	76,542	$2.0M
19	Balefire, LLC	0.10%	22,776	$584K
20	Kelly Financial Services LLC	0.07%	12,737	$327K
21	NewEdge Advisors, LLC	0.06%	848,331	$21.8M
22	Empirical Asset Management, LLC	0.06%	10,723	$275K
23	Principal Securities, INC.	0.06%	187,354	$4.8M
24	Absolute Capital Management, LLC	0.06%	8,727	$224K
25	MSH Capital Advisors LLC	0.05%	10,778	$276K

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 — Ssga Active Tr (FISR)

What does the Smart Money Trend signal show for FISR?

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

More buyers than sellers — 69% buying: Last quarter: 55 funds were net buyers (11 opened a brand new position + 44 added to an existing one). Only 25 were sellers (15 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FISR holders?

Elite ownership — 43% AUM from top-100 funds: 4 of 79 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in FISR. 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 FISR?

46% of holders stayed for 2+ years: 36 out of 79 hedge funds have held FISR 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.

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.

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Ssga Active Tr (FISR)

Smart Money Signals — FISR

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +14% more funds vs a year ago

More buyers than sellers — 69% buying

Fewer new buyers each quarter (-8 vs last Q)

46% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 47% veterans vs 30% newcomers

Elite ownership — 43% AUM from top-100 funds

Institutional Sentiment Summary — FISR

Hedge Fund Ownership: FISR

Market Analysis: FISR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FISR

Hedge Fund Positioning: FISR

Statistics: FISR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Ssga Active Tr (FISR)

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