Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Federated Hermes ETF Trust (MKTN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
88%

Smart Money Signals — MKTN

Based on 16 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 consecutive quarters, more hedge funds added MKTN 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
16 hedge funds hold MKTN right now — the highest count in 0.8 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 — 88% buying

14 buying2 selling
Last quarter: 14 funds were net buyers (5 opened a brand new position + 9 added to an existing one). Only 2 were sellers (1 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 11 → 5. 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 — 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.
💰

Value +336% but shares only +315% — price-driven

Value
+336%
Shares
+314%
Last quarter: the total dollar value of institutional holdings rose +336%, but actual share count only changed +315%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 16 current holders: 16 (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.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
2 of 16 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — MKTN

In 2026 Q1, 14 hedge funds were net buyers of MKTN (5 opened a new position, 9 added to an existing one), while 2 reduced or exited (1 trimmed, 1 sold completely) — a 88% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 16.

Hedge Fund Ownership: MKTN

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

Market Analysis: MKTN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MKTN

-- --

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.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: MKTN
20 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 20 16 25.0%
13F Shares 3M 3M 12.88%
Total Value $91M $79M 14.29%
New Positions 8 5 +3
Increased Positions 9 9 -
Closed Positions 4 1 +3
Reduced Positions 2 1 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MKTN

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

20 + investors

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

QUARTER:
Top 20 MKTN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Frederick Financial Consultants, LLC 5.78% 524,896 $13.6M
2 Financial Concepts Unlimited, Inc. 4.13% 202,773 $5.3M
3 Elyxium Wealth, LLC 0.35% 126,511 $3.3M
4 Hilltop Holdings Inc. 0.29% 146,267 $3.8M
5 Kingswood Wealth Advisors, LLC 0.16% 152,012 $3.9M
6 Sterling Investment Advisors, Ltd. 0.10% 22,100 $574K
7 Federated Hermes, INC. 0.06% 1,738,712 $45.2M
8 Avidian Wealth Enterprises, LLC 0.03% 38,234 $993K
9 Sankala Group LLC 0.02% 900 $25K
10 Dakota Wealth Management 0.01% 28,358 $736K
11 Arkadios Wealth Advisors 0.01% 35,161 $913K
12 Cary Street Partners Financial LLC 0.01% 21,398 $556K
13 Cordgrass Capital Advisors, LLC 0.01% 793 $21K
14 Commonwealth Equity Services, LLC 0.01% 191,713 $5.0M
15 Envestnet Asset Management Inc 0.00% 216,591 $5.6M
16 Mml Investors Services, LLC 0.00% 9,709 $252K
17 Royal Bank of Canada 0.00% 30,513 $792K
18 Raymond James Financial Inc 0.00% 8,852 $230K
19 Global Retirement Partners, LLC 0.00% 45 $1K
20 Wells Fargo & Company/Mn 0.00% 463 $12K
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 — Federated Hermes ETF Trust (MKTN)

What does the Smart Money Trend signal show for MKTN?

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

More buyers than sellers — 88% buying: Last quarter: 14 funds were net buyers (5 opened a brand new position + 9 added to an existing one). Only 2 were sellers (1 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MKTN holders?

Smaller funds dominant — 2% AUM from top-100: 2 of 16 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MKTN?

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.

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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