Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Series Portfolios Tr (HEDG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
70%

Smart Money Signals — HEDG

Based on 37 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q
For 1 consecutive quarter, more hedge funds added HEDG 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
37 hedge funds hold HEDG right now — the highest count in 0.5 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.
🟢

More buyers than sellers — 70% buying

26 buying11 selling
Last quarter: 26 funds were net buyers (9 opened a brand new position + 17 added to an existing one). Only 11 were sellers (7 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% 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.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 37 current holders: 37 (100%) 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 — 26% AUM from major funds

26% from top-100 AUM funds
7 of 37 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — HEDG

In 2026 Q1, 26 hedge funds were net buyers of HEDG (9 opened a new position, 17 added to an existing one), while 11 reduced or exited (7 trimmed, 4 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. 26% of total institutional value in HEDG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 37.

Hedge Fund Ownership: HEDG

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

Market Analysis: HEDG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HEDG

-- --

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

Is It Too Late to Buy Series Portfolios Tr (HEDG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HEDG 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 · 87d ago
HEDG
+2.5%
SPY
+13.0%

HEDG outperformed SPY by -10.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
HEDG
-0.5%
SPY
-0.5%

Since the filing became public, HEDG outperformed SPY by +0.0% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: HEDG
37 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 37 32 15.62%
13F Shares 11M 9M 20.05%
Total Value $326M $279M 16.93%
New Positions 9 32 -23
Increased Positions 17 0 +17
Closed Positions 4 0 +4
Reduced Positions 7 0 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HEDG

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Financial Highlights

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Institutional Holders (2026 Q1)

37 + investors

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

QUARTER:
Top 25 HEDG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Enzi Wealth 5.47% 543,699 $15.8M
2 Garden State Investment Advisory Services LLC 3.42% 536,197 $15.5M
3 Platform Technology Partners 1.56% 279,617 $8.1M
4 Darwin Wealth Management, LLC 1.56% 172,319 $5.0M
5 Murphy, Middleton, Hinkle & Parker, Inc. 1.25% 92,945 $2.7M
6 Journey Strategic Wealth LLC 0.65% 901,723 $26.1M
7 Chapin Davis, INC. 0.61% 93,850 $2.7M
8 Bramshill Investments, LLC 0.52% 209,523 $6.1M
9 Elevation Point Wealth Partners, LLC 0.31% 463,686 $13.4M
10 Magnus Financial Group LLC 0.17% 70,450 $2.0M
11 Klingenstein Fields & Co LP 0.15% 131,106 $3.8M
12 Vestmark Advisory Solutions, Inc. 0.15% 459,389 $13.3M
13 Gladstone Institutional Advisory LLC 0.15% 136,332 $4.0M
14 HighTower Advisors, LLC 0.08% 2,675,355 $77.5M
15 Vise Technologies, Inc. 0.05% 93,824 $2.8M
16 Rockefeller Capital Management L.P. 0.04% 789,109 $22.9M
17 Oppenheimer & Co Inc 0.02% 59,968 $1.7M
18 Atria Investments, Inc 0.01% 44,724 $1.3M
19 UBS Group AG 0.01% 1,552,728 $45.0M
20 Robertson Stephens Wealth Management, LLC 0.01% 7,205 $209K
21 Stifel Financial Corp 0.00% 168,266 $4.9M
22 Royal Bank of Canada 0.00% 864,632 $25.1M
23 Blair William & Co/Il 0.00% 46,945 $1.4M
24 Envestnet Asset Management Inc 0.00% 498,471 $14.4M
25 Commonwealth Equity Services, LLC 0.00% 60,229 $1.7M
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 — Series Portfolios Tr (HEDG)

What does the Smart Money Trend signal show for HEDG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HEDG 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 HEDG?

More buyers than sellers — 70% buying: Last quarter: 26 funds were net buyers (9 opened a brand new position + 17 added to an existing one). Only 11 were sellers (7 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HEDG holders?

Strong quality — 26% AUM from major funds: 7 of 37 holders rank in the top 100 by AUM, accounting for 26% 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 HEDG?

Mostly new holders — 100% 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.

Is it too late to buy Series Portfolios Tr (HEDG) following the 2026 Q1 hedge fund 13F filings?

As of today, HEDG has moved -0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), HEDG has gained +2.5% 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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