Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Natixis ETF Tr (GQI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — GQI

Based on 41 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 GQI 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 (98% of max)

98% of all-time peak
41 hedge funds hold GQI right now — the highest count in 2.5 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 — +71% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+71% 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.
🟡

Slight buying edge — 50% buying

22 buying22 selling
Last quarter: 22 funds bought or added vs 22 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 (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 10 → 14 → 7. 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.
🔄

Mostly new holders — 54% entered in last year

■ 12% conviction (2yr+) ■ 34% medium ■ 54% new
Only 5 funds (12%) 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.
➡️

Steady discovery — ~7 new funds/quarter

7 → 5 → 10 → 14 → 7 new funds/Q
New funds entering each quarter: 5 → 10 → 14 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 66% of holders entered in last year

■ 0% veterans ■ 34% 1-2yr ■ 66% new
Of 41 current holders: 27 (66%) 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 — 23% AUM from major funds

23% from top-100 AUM funds
4 of 41 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — 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 — GQI

In 2026 Q1, 22 hedge funds were net buyers of GQI (7 opened a new position, 15 added to an existing one), while 22 reduced or exited (14 trimmed, 8 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 23% of total institutional value in GQI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 41.

Hedge Fund Ownership: GQI

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

Market Analysis: GQI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GQI

-- --

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

Is It Too Late to Buy Natixis ETF Tr (GQI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GQI has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 86d ago
GQI
+6.3%
SPY
+13.0%

GQI outperformed SPY by -6.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
GQI
-0.4%
SPY
-0.5%

Since the filing became public, GQI outperformed SPY by +0.1% .

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.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: GQI
41 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 41 42 -2.38%
13F Shares 2M 3M -5.08%
Total Value $130M $148M -12.06%
New Positions 7 14 -7
Increased Positions 15 16 -1
Closed Positions 8 3 +5
Reduced Positions 14 8 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: GQI

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Institutional Holders (2026 Q1)

41 + investors

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

QUARTER:
Top 25 GQI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Three Magnolias Financial Advisors, LLC 3.28% 93,934 $5.2M
2 Legacy Financial Advisors, Inc. 1.61% 209,699 $11.5M
3 PlanVest Financial, Inc 0.98% 23,407 $1.3M
4 Independent Advisor Alliance 0.37% 631,181 $34.6M
5 Envision Financial LLC 0.26% 8,890 $488K
6 Gentry Private Wealth, LLC 0.18% 5,465 $300K
7 AGH Wealth Advisors, LLC 0.18% 4,349 $239K
8 COFG Advisors, LLC 0.18% 12,905 $708K
9 Dakota Wealth Management 0.14% 119,931 $6.6M
10 GoalVest Advisory LLC 0.06% 5,465 $300K
11 Greenwood Capital Associates LLC 0.06% 9,555 $524K
12 U.S. Capital Wealth Advisors, LLC 0.06% 40,020 $2.2M
13 DAVENPORT & Co LLC 0.04% 150,401 $8.2M
14 Flagship Harbor Advisors, LLC 0.04% 18,218 $999K
15 Waterloo Capital, L.P. 0.04% 9,690 $531K
16 Apollon Wealth Management, LLC 0.03% 36,525 $2.0M
17 Steward Partners Investment Advisory, LLC 0.02% 74,324 $4.1M
18 Wealth Enhancement Advisory Services, LLC 0.02% 156,319 $8.6M
19 Old Mission Capital LLC 0.01% 12,189 $669K
20 Gateway Wealth Partners, LLC 0.01% 4,094 $225K
21 Commonwealth Equity Services, LLC 0.01% 102,314 $5.6M
22 LPL Financial LLC 0.01% 483,057 $26.5M
23 Equitable Holdings, Inc. 0.01% 15,964 $911K
24 Osaic Holdings, INC. 0.00% 44,898 $2.5M
25 Private Trust Co NA 0.00% 590 $32K
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 — Natixis ETF Tr (GQI)

What does the Smart Money Trend signal show for GQI?

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

Slight buying edge — 50% buying: Last quarter: 22 funds bought or added vs 22 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 GQI holders?

Strong quality — 23% AUM from major funds: 4 of 41 holders rank in the top 100 by AUM, accounting for 23% 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 GQI?

Mostly new holders — 54% entered in last year: Only 5 funds (12%) 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.

Is it too late to buy Natixis ETF Tr (GQI) following the 2026 Q1 hedge fund 13F filings?

As of today, GQI has moved -0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), GQI has gained +6.3% vs +13.0% 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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