FXU Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy First Tr Exchange-Traded Fd (FXU) following the 2026 Q2 hedge fund 13F filings?

As of today, FXU 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), FXU gained -1.8% vs +3.9% 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.

First Tr Exchange-Traded Fd (FXU)

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

Smart Money Signals — FXU

Based on 195 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 FXU 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 (99% of max)

99% of all-time peak

195 hedge funds hold FXU 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 — +16% more funds vs a year ago

fund count last 6Q

+27 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 45% buying

90 buying108 selling

Last quarter: 108 funds reduced or exited vs 90 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new FXU position: 39 → 17 → 27 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 35% medium ■ 19% new

89 out of 195 hedge funds have held FXU 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.

➡️

Steady discovery — ~33 new funds/quarter

51 → 39 → 17 → 27 → 33 new funds/Q

New funds entering each quarter: 39 → 17 → 27 → 33. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 56% veterans vs 27% newcomers

■ 56% veterans ■ 16% 1-2yr ■ 27% new

Entry-cohort mix of 195 holders: 110 (56%) are 2+ year veterans, 32 entered 1–2 years ago, and 53 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

15 of 195 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in FXU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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	195	196	-0.51%
13F Shares	13M	35M	-62.79%
Total Value	$638M	$1.57B	-59.48%
New Positions	33	27	+6
Increased Positions	57	83	-26
Closed Positions	34	19	+15
Reduced Positions	74	50	+24
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

195

196

-0.51%

13F Shares

13M

35M

-62.79%

Total Value

$638M

$1.57B

-59.48%

New Positions

Increased Positions

-26

Closed Positions

+15

Reduced Positions

+24

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

195 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FXU. 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 FXU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Rockport Wealth LLC	1.82%	219,489	$10.8M
2	Earned Wealth Advisors, LLC	1.17%	368,598	$18.2M
3	Fig Financial Advisory Services Inc /Adv	0.93%	36,065	$1.4M
4	HFG Advisors, Inc.	0.72%	23,400	$1.2M
5	Csenge Advisory Group	0.52%	261,881	$12.9M
6	Winebrenner Capital Management LLC	0.48%	16,042	$792K
7	Milestones Private Investment Advisors LLC	0.44%	11,154	$550K
8	Cottonwood Capital Advisors, LLC	0.36%	12,106	$597K
9	Persium Advisors, LLC	0.34%	10,650	$525K
10	Fiduciary Alliance LLC	0.33%	97,807	$4.8M
11	PKS Advisory Services, LLC	0.31%	39,106	$1.9M
12	Risk Paradigm Group, LLC	0.30%	7,786	$384K
13	Proactive Wealth Strategies LLC	0.28%	35,797	$1.8M
14	Schrum Private Wealth Management LLC	0.26%	7,668	$254K
15	Trueblood Wealth Management, LLC	0.26%	15,018	$741K
16	ROI Financial Advisors, LLC	0.24%	9,509	$469K
17	Park Square Financial Group, LLC	0.23%	511	$25K
18	Urban Wealth Management, LLC	0.22%	5,152	$254K
19	Harmony Asset Management LLC	0.15%	11,113	$548K
20	Core Wealth Partners LLC	0.14%	6,560	$324K
21	Beto Financial Group, LLC	0.13%	5,204	$257K
22	Capital Square, LLC	0.12%	5,361	$266K
23	Bright Financial Advisors, INC.	0.11%	5,555	$274K
24	PGIM Custom Harvest LLC	0.10%	165,819	$8.2M
25	Nova Wealth Management, Inc.	0.10%	3,625	$179K

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 — First Tr Exchange-Traded Fd (FXU)

What does the Smart Money Trend signal show for FXU?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FXU 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 FXU?

More sellers than buyers — 45% buying: Last quarter: 108 funds reduced or exited vs 90 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FXU holders?

Elite ownership — 52% AUM from top-100 funds: 15 of 195 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in FXU. 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 FXU?

46% of holders stayed for 2+ years: 89 out of 195 hedge funds have held FXU 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 First Tr Exchange-Traded Fd (FXU) following the 2026 Q2 hedge fund 13F filings?

As of today, FXU 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), FXU has gained -1.8% vs +3.9% 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.

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First Tr Exchange-Traded Fd (FXU)

Smart Money Signals — FXU

Selling streak — 1 quarter in a row

At the ownership peak (99% of max)

Steady growth — +16% more funds vs a year ago

More sellers than buyers — 45% buying

More new buyers each quarter (+6 vs last Q)

46% of holders stayed for 2+ years

Steady discovery — ~33 new funds/quarter

Veteran-anchored — 56% veterans vs 27% newcomers

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — FXU

Hedge Fund Ownership: FXU

Market Analysis: FXU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FXU

Is It Too Late to Buy First Tr Exchange-Traded Fd (FXU) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: FXU

Statistics: FXU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchange-Traded Fd (FXU)

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