HFXI Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy New York Life Investments Et (HFXI) following the 2026 Q2 hedge fund 13F filings?

As of today, HFXI 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), HFXI gained +1.4% 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.

New York Life Investments Et (HFXI)

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

Smart Money Signals — HFXI

Based on 98 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added HFXI 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

98 hedge funds hold HFXI 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 — +24% more funds vs a year ago

fund count last 6Q

+19 new funds entered over the past year (+24% 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.

🟢

More buyers than sellers — 63% buying

60 buying35 selling

Last quarter: 60 funds were net buyers (19 opened a brand new position + 41 added to an existing one). Only 35 were sellers (26 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 13 → 6 → 15 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 28% medium ■ 29% new

43 out of 98 hedge funds have held HFXI 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.

🚀

Acceleration phase — new buyers rushing in

13 → 13 → 6 → 15 → 19 new funds/Q

New funds entering each quarter: 13 → 6 → 15 → 19. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 45% veterans vs 37% newcomers

■ 45% veterans ■ 18% 1-2yr ■ 37% new

Entry-cohort mix of 98 holders: 44 (45%) are 2+ year veterans, 18 entered 1–2 years ago, and 36 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds

13 of 98 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in HFXI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — 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	98	87	12.64%
13F Shares	32M	28M	11.57%
Total Value	$1.06B	$923M	14.92%
New Positions	19	15	+4
Increased Positions	41	44	-3
Closed Positions	8	5	+3
Reduced Positions	26	20	+6
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

12.64%

13F Shares

32M

28M

11.57%

Total Value

$1.06B

$923M

14.92%

New Positions

Increased Positions

-3

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

98 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HFXI. 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 HFXI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Go Invest LLC	10.60%	1,184,742	$45.1M
2	Flynn Zito Capital Management, LLC	5.90%	570,109	$21.7M
3	Landmark Wealth Management, LLC	4.52%	496,162	$18.9M
4	Mason & Associates Inc	4.02%	653,490	$24.9M
5	Veridan Wealth LLC	2.23%	171,934	$6.5M
6	Intentional Wealth Strategies, LLC	1.79%	50,135	$1.9M
7	Prosperity Financial Group, Inc.	1.77%	150,274	$5.7M
8	Peck Wealth Management, LLC	1.69%	52,607	$2.0M
9	Oder Investment Management, LLC	1.54%	60,194	$2.3M
10	Marino, Stram & Associates LLC	1.49%	245,335	$9.3M
11	Redwood Financial Network Corp	1.14%	53,802	$2.0M
12	Navigation Group, LLC	0.98%	131,729	$5.0M
13	New York Life Investment Management LLC	0.80%	3,003,229	$114.4M
14	MRP Capital Investments, LLC	0.59%	21,000	$800K
15	WESCAP Management Group, Inc.	0.49%	69,316	$2.6M
16	Hilton Head Capital Partners, LLC	0.41%	21,350	$813K
17	Spartan Wealth Advisory Services LLC	0.38%	121,238	$4.6M
18	Ameritas Investment Partners, Inc.	0.36%	356,633	$13.6M
19	Gladstone Institutional Advisory LLC	0.29%	243,008	$9.3M
20	Atticus Wealth Management, LLC	0.26%	28,466	$1.1M
21	Nova Wealth Management, Inc.	0.23%	10,803	$411K
22	Revisor Wealth Management LLC	0.22%	24,540	$935K
23	WCG Wealth Advisors LLC	0.21%	235,629	$9.0M
24	GGM Financial LLC	0.19%	12,826	$489K
25	Fortis Group Advisors, LLC	0.17%	28,612	$1.1M

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 — New York Life Investments Et (HFXI)

What does the Smart Money Trend signal show for HFXI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HFXI 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 HFXI?

More buyers than sellers — 63% buying: Last quarter: 60 funds were net buyers (19 opened a brand new position + 41 added to an existing one). Only 35 were sellers (26 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HFXI holders?

Elite ownership — 55% AUM from top-100 funds: 13 of 98 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in HFXI. 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 HFXI?

44% of holders stayed for 2+ years: 43 out of 98 hedge funds have held HFXI 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 New York Life Investments Et (HFXI) following the 2026 Q2 hedge fund 13F filings?

As of today, HFXI 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), HFXI has gained +1.4% 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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New York Life Investments Et (HFXI)

Smart Money Signals — HFXI

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +24% more funds vs a year ago

More buyers than sellers — 63% buying

Steady new buyers — ~19 new funds per quarter

44% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 45% veterans vs 37% newcomers

Elite ownership — 55% AUM from top-100 funds

Institutional Sentiment Summary — HFXI

Hedge Fund Ownership: HFXI

Market Analysis: HFXI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: HFXI

Is It Too Late to Buy New York Life Investments Et (HFXI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: HFXI

Statistics: HFXI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — New York Life Investments Et (HFXI)

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