Stock Analysis
Data Source: SEC EDGAR 13F
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INVESTMENT MANAGERS SER TR I (NXTE)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
4Q ▲
Buyers last Q
53%

Smart Money Signals — NXTE

Based on 18 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added NXTE 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
18 hedge funds hold NXTE 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 — +64% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+64% 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 — 53% buying

10 buying9 selling
Last quarter: 10 funds bought or added vs 9 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.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 4 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 17% new

28% conviction (2yr+) 56% medium 17% new
Of the 18 current holders: 5 (28%) held >2 years, 10 held 1–2 years, and 3 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.
💎

Buying through price weakness — shares -4%, value -24%

Value
-24%
Shares
-3%
Last quarter: funds added -4% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~5 new funds/quarter

1 → 3 → 4 → 4 → 5 new funds/Q
New funds entering each quarter: 3 → 4 → 4 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 44% of holders stayed 2+ years

44% veterans 39% 1-2yr 17% new
Of 18 current holders: 8 (44%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
6 of 18 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — NXTE

In 2026 Q1, 10 hedge funds were net buyers of NXTE (5 opened a new position, 5 added to an existing one), while 9 reduced or exited (6 trimmed, 3 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 18.

Hedge Fund Ownership: NXTE

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

Market Analysis: NXTE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NXTE

-- --

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

Is It Too Late to Buy INVESTMENT MANAGERS SER TR I (NXTE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NXTE 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 · 71d ago
NXTE
+57.1%
SPY
+11.7%

NXTE outperformed SPY by +45.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
NXTE
+0.1%
SPY
-1.7%

Since the filing became public, NXTE outperformed SPY by +1.8% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: NXTE
18 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 18 16 12.5%
13F Shares 694K 720K -3.6%
Total Value $21M $28M -24.18%
New Positions 5 4 +1
Increased Positions 5 4 +1
Closed Positions 3 3 -
Reduced Positions 6 7 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NXTE

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Financial Highlights

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Institutional Holders (2026 Q1)

18 + investors

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

QUARTER:
Top 18 institutional holders of NXTE — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NATURAL INVESTMENTS, LLC 1.51% 156,551 $6K
2 North Berkeley Wealth Management, LLC 0.94% 45,198 $1.8M
3 Green Alpha Advisors, LLC 0.43% 11,216 $439K
4 INVESTED ADVISORS 0.22% 5,665 $222K
5 Investment Research Partners LLC 0.10% 6,510 $255K
6 MAI Capital Management 0.06% 268,200 $10.5M
7 Prime Capital Investment Advisors, LLC 0.03% 63,366 $2.5M
8 OLD MISSION CAPITAL LLC 0.02% 27,646 $1.1M
9 PFG Investments, LLC 0.01% 5,933 $232K
10 Ethic Inc. 0.01% 8,227 $322K
11 RAYMOND JAMES FINANCIAL INC 0.00% 25,531 $1.0M
12 ENVESTNET ASSET MANAGEMENT INC 0.00% 14,922 $585K
13 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 34,338 $1.3M
14 OSAIC HOLDINGS, INC. 0.00% 2,564 $100K
15 JANE STREET GROUP, LLC 0.00% 15,850 $621K
16 ROYAL BANK OF CANADA 0.00% 1,476 $58K
17 MORGAN STANLEY 0.00% 557 $22K
18 UBS Group AG 0.00% 22
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 — INVESTMENT MANAGERS SER TR I (NXTE)

What does the Smart Money Trend signal show for NXTE?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added NXTE 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 NXTE?

Slight buying edge — 53% buying: Last quarter: 10 funds bought or added vs 9 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 NXTE holders?

Smaller funds dominant — 12% AUM from top-100: 6 of 18 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NXTE?

Mixed — 28% long-term, 17% new: Of the 18 current holders: 5 (28%) held >2 years, 10 held 1–2 years, and 3 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.

Is it too late to buy INVESTMENT MANAGERS SER TR I (NXTE) following the 2026 Q1 hedge fund 13F filings?

As of today, NXTE has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (March 31, 2026), NXTE has gained +57.1% vs +11.7% 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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