Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dbx ETF Tr (HAUZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
7Q ▲
Buyers last Q
59%

Smart Money Signals — HAUZ

Based on 114 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added HAUZ 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
114 hedge funds hold HAUZ 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.
🚀

Fast accumulation — +58% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+58% 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 — 59% buying

62 buying43 selling
Last quarter: 62 funds bought or added vs 43 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new HAUZ position: 20 → 23 → 25 → 34. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 36% long-term, 40% new

■ 36% conviction (2yr+) ■ 24% medium ■ 40% new
Of the 114 current holders: 41 (36%) held >2 years, 27 held 1–2 years, and 46 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

18 → 20 → 23 → 25 → 34 new funds/Q
New funds entering each quarter: 20 → 23 → 25 → 34. A growing number of institutions are discovering HAUZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 40% veterans vs 46% newcomers

■ 40% veterans ■ 14% 1-2yr ■ 46% new
Entry-cohort mix of 114 holders: 46 (40%) are 2+ year veterans, 16 entered 1–2 years ago, and 52 (46%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 94% AUM from top-100 funds

94% from top-100 AUM funds
18 of 113 holders are among the 100 largest funds by AUM, controlling 94% of total institutional value in HAUZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — HAUZ

In 2026 Q2, 62 hedge funds were net buyers of HAUZ (34 opened a new position, 28 added to an existing one), while 43 reduced or exited (22 trimmed, 21 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 94% of total institutional value in HAUZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 114.

Hedge Fund Ownership: HAUZ

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

Market Analysis: HAUZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HAUZ

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: HAUZ
113 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 113 101 11.88%
13F Shares 42M 40M 4.72%
Total Value $932M $899M 3.7%
New Positions 34 25 +9
Increased Positions 28 29 -1
Closed Positions 21 16 +5
Reduced Positions 22 22 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HAUZ

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Institutional Holders (2026 Q2)

113 + investors

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

QUARTER:
Top 25 HAUZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aire Advisors, LLC 1.25% 342,156 $7.7M
2 American Financial & Tax Strategies Inc 0.46% 45,358 $1.0M
3 Bleakley Financial Group, LLC 0.33% 1,161,656 $26.0M
4 Strategic Financial Planning, Inc. 0.13% 11,177 $251K
5 Fairview Capital Investment Management, LLC 0.10% 84,543 $1.9M
6 Ariadne Wealth Management, LP 0.10% 10,000 $224K
7 Brand Asset Management Group, Inc. 0.08% 15,517 $348K
8 Ellis Investment Partners, LLC 0.04% 12,273 $275K
9 Clark Capital Management Group, Inc. 0.02% 125,224 $2.8M
10 1620 Investment Advisors, INC. 0.01% 681 $15K
11 AlphaCore Capital LLC 0.01% 22,137 $496K
12 Orion Porfolio Solutions, LLC 0.01% 41,298 $926K
13 Ancora Advisors LLC 0.00% 10,000 $224K
14 Brooklyn FI, LLC 0.00% 738 $17K
15 Cetera Investment Advisers 0.00% 146,539 $3.3M
16 Principal Securities, INC. 0.00% 10,843 $243K
17 Lodestone Wealth Management LLC 0.00% 251 $6K
18 Osaic Holdings, INC. 0.00% 74,545 $1.7M
19 Hoey Investments, Inc 0.00% 550 $12K
20 CrossGen Wealth, LLC 0.00% 91 $2K
21 Dunhill Financial, LLC 0.00% 298 $7K
22 Hrt Financial LP 0.00% 24,197 $542K
23 Tidemark, LLC 0.00% 195 $4K
24 Cordant, Inc. 0.00% 108 $2K
25 Signature Equity Partners, LLC 0.00% 74 $2K
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 — Dbx ETF Tr (HAUZ)

What does the Smart Money Trend signal show for HAUZ?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added HAUZ 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 HAUZ?

Slight buying edge — 59% buying: Last quarter: 62 funds bought or added vs 43 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 HAUZ holders?

Elite ownership — 94% AUM from top-100 funds: 18 of 113 holders are among the 100 largest funds by AUM, controlling 94% of total institutional value in HAUZ. 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 HAUZ?

Mixed — 36% long-term, 40% new: Of the 114 current holders: 41 (36%) held >2 years, 27 held 1–2 years, and 46 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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