Series Portfolios Tr (HEDG) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Series Portfolios Tr (HEDG) following the 2026 Q2 hedge fund 13F filings?

As of today, HEDG 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), HEDG gained +2.1% vs +4.0% 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.

Series Portfolios Tr (HEDG)

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

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 — 27% AUM from major funds

27% from top-100 AUM funds

6 of 37 holders rank in the top 100 by AUM, accounting for 27% 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.

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

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

15.62%

13F Shares

11M

20.05%

Total Value

$326M

$279M

16.93%

New Positions

-23

Increased Positions

+17

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

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:

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 HEDG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Enzi Wealth	5.58%	585,334	$17.6M
2	Garden State Investment Advisory Services LLC	2.90%	534,795	$16.0M
3	Platform Technology Partners	1.50%	305,957	$9.2M
4	Darwin Wealth Management, LLC	1.49%	181,283	$5.4M
5	Murphy, Middleton, Hinkle & Parker, Inc.	1.13%	92,945	$2.8M
6	Bramshill Investments, LLC	0.52%	227,986	$6.8M
7	Chapin Davis, INC.	0.49%	93,778	$2.8M
8	Elevation Point Wealth Partners, LLC	0.32%	567,283	$17.0M
9	Vestmark Advisory Solutions, Inc.	0.16%	564,091	$16.9M
10	Magnus Financial Group LLC	0.15%	70,346	$2.1M
11	Klingenstein Fields & Co LP	0.14%	129,299	$3.9M
12	Gladstone Institutional Advisory LLC	0.13%	138,297	$4.1M
13	Axxcess Wealth Management, LLC	0.09%	181,283	$5.4M
14	HighTower Advisors, LLC	0.08%	2,685,759	$80.6M
15	Rockefeller Capital Management L.P.	0.04%	951,354	$28.5M
16	Vise Technologies, Inc.	0.04%	119,385	$3.6M
17	Oppenheimer & Co Inc	0.02%	57,246	$1.7M
18	Steward Partners Investment Advisory, LLC	0.01%	74,115	$2.2M
19	NewEdge Advisors, LLC	0.01%	126,407	$3.8M
20	Old Mission Capital LLC	0.01%	18,810	$564K
21	Farther Finance Advisors, LLC	0.01%	32,325	$970K
22	UBS Group AG	0.01%	1,390,019	$41.7M
23	Robertson Stephens Wealth Management, LLC	0.01%	7,166	$215K
24	Stifel Financial Corp	0.00%	170,694	$5.1M
25	Plante Moran Financial Advisors, LLC	0.00%	3,018	$91K

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 — 27% AUM from major funds: 6 of 37 holders rank in the top 100 by AUM, accounting for 27% 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 Q2 hedge fund 13F filings?

As of today, HEDG 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), HEDG has gained +2.1% vs +4.0% 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.

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Series Portfolios Tr (HEDG)

Smart Money Signals — HEDG

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

More buyers than sellers — 70% buying

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Strong quality — 27% AUM from major funds

Institutional Sentiment Summary — HEDG

Hedge Fund Ownership: HEDG

Market Analysis: HEDG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HEDG

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

Hedge Fund Positioning: HEDG

Statistics: HEDG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Series Portfolios Tr (HEDG)

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