FLCC Hedge Fund Ownership (Q2 2026)

Federated Hermes ETF Trust (FLCC)

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

Smart Money Signals — FLCC

Based on 19 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added FLCC 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

19 hedge funds hold FLCC right now — the highest count in 1.8 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 — +171% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+171% 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 — 68% buying

15 buying7 selling

Last quarter: 15 funds were net buyers (6 opened a brand new position + 9 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 2 → 6 → 5 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 68% entered in last year

■ 0% conviction (2yr+) ■ 32% medium ■ 68% 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 +14%, value -7%

Value

-6%

+13%

Last quarter: funds added +14% more shares while total portfolio value only changed -7%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~6 new funds/quarter

1 → 2 → 6 → 5 → 6 new funds/Q

New funds entering each quarter: 2 → 6 → 5 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 74% of holders entered in last year

■ 0% veterans ■ 26% 1-2yr ■ 74% new

Of 19 current holders: 14 (74%) 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 — 37% AUM from major funds

37% from top-100 AUM funds

2 of 19 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

6.2

out of 10

Moderate Exit Risk

Exit risk score 6.2/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	28	19	47.37%
13F Shares	3M	1M	132.78%
Total Value	$94M	$32M	192.72%
New Positions	11	6	+5
Increased Positions	7	9	-2
Closed Positions	2	3	-1
Reduced Positions	10	4	+6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

47.37%

13F Shares

132.78%

Total Value

$94M

$32M

192.72%

New Positions

Increased Positions

-2

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

28 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FLCC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Spectrum Wealth Advisory Group, LLC	8.40%	839,198	$29.5M
2	Tulsa Wealth Advisors, INC	4.58%	926,029	$32.5M
3	Gts Financial, LLC	3.70%	167,719	$5.1M
4	Cox Capital Mgt LLC	1.56%	79,890	$2.8M
5	BlueStem Wealth Partners, LLC	0.65%	186,718	$6.6M
6	1620 Investment Advisors, INC.	0.47%	21,716	$763K
7	Proactive Wealth Strategies LLC	0.10%	17,720	$623K
8	Brady Martz Wealth Solutions, LLC	0.07%	12,533	$440K
9	Victory Financial Group, LLC	0.04%	11,843	$416K
10	Wilkerson Advisory Group LLC	0.01%	1,335	$47K
11	Prospera Financial Services Inc	0.01%	15,994	$562K
12	Steward Partners Investment Advisory, LLC	0.01%	31,325	$1.1M
13	DAVENPORT & Co LLC	0.00%	24,911	$875K
14	&Partners	0.00%	28,660	$1.0M
15	Focus Partners Advisor Solutions, LLC	0.00%	12,533	$440K
16	Bokf, NA	0.00%	4,577	$161K
17	Wealth Enhancement Advisory Services, LLC	0.00%	28,971	$1.0M
18	Truist Financial Corp	0.00%	34,372	$1.2M
19	Raymond James Financial Inc	0.00%	115,170	$4.0M
20	LPL Financial LLC	0.00%	71,789	$2.5M
21	Cetera Investment Advisers	0.00%	12,236	$430K
22	Integrated Wealth Concepts LLC	0.00%	2,000	$70K
23	Envestnet Asset Management Inc	0.00%	25,071	$881K
24	Susquehanna International Group, LLP	0.00%	19,109	$671K
25	Citadel Advisors LLC	0.00%	11,720	$412K

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 — Federated Hermes ETF Trust (FLCC)

What does the Smart Money Trend signal show for FLCC?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added FLCC 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 FLCC?

More buyers than sellers — 68% buying: Last quarter: 15 funds were net buyers (6 opened a brand new position + 9 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FLCC holders?

Strong quality — 37% AUM from major funds: 2 of 19 holders rank in the top 100 by AUM, accounting for 37% 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 FLCC?

Mostly new holders — 68% 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.

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Federated Hermes ETF Trust (FLCC)

Smart Money Signals — FLCC

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +171% more funds vs a year ago

More buyers than sellers — 68% buying

Steady new buyers — ~6 new funds per quarter

Mostly new holders — 68% entered in last year

Buying through price weakness — shares +14%, value -7%

Steady discovery — ~6 new funds/quarter

Early stage — 74% of holders entered in last year

Strong quality — 37% AUM from major funds

Institutional Sentiment Summary — FLCC

Hedge Fund Ownership: FLCC

Market Analysis: FLCC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FLCC

Hedge Fund Positioning: FLCC

Statistics: FLCC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Federated Hermes ETF Trust (FLCC)

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