Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alps ETF Tr (OGIG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
2Q ▼
Buyers last Q
26%

Smart Money Signals — OGIG

Based on 52 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their OGIG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 79% of 3.0Y peak

79% of all-time peak
52 funds currently hold this stock — 79% of the 3.0-year high of 66 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OGIG is almost the same as a year ago (-1 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🔴

Heavy selling pressure — only 26% buying

13 buying37 selling
Last quarter: 37 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 10 → 6 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 27% medium ■ 10% new
33 out of 52 hedge funds have held OGIG 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.
⚠️

Saturation — most institutions already know this story

7 → 11 → 10 → 6 → 6 new funds/Q
New funds entering each quarter: 11 → 10 → 6 → 6. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 73% veterans vs 17% newcomers

■ 73% veterans ■ 10% 1-2yr ■ 17% new
Entry-cohort mix of 52 holders: 38 (73%) are 2+ year veterans, 5 entered 1–2 years ago, and 9 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
9 of 52 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — OGIG

In 2026 Q2, 13 hedge funds were net buyers of OGIG (6 opened a new position, 7 added to an existing one), while 37 reduced or exited (24 trimmed, 13 sold completely) — a 26% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. 36% of total institutional value in OGIG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 52.

Hedge Fund Ownership: OGIG

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

Market Analysis: OGIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OGIG

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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 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: OGIG
52 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 52 59 -11.86%
13F Shares 531K 677K -21.59%
Total Value $22M $26M -13.41%
New Positions 6 6 -
Increased Positions 7 13 -6
Closed Positions 13 13 -
Reduced Positions 24 22 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OGIG

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Institutional Holders (2026 Q2)

52 + investors

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

QUARTER:
Top 25 OGIG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Henson-Edgewater Management, LLC 0.41% 15,620 $782K
2 Jacobs Equity LLC 0.26% 8,473 $377K
3 Clay Northam Wealth Management, LLC 0.22% 9,869 $439K
4 Thurston, Springer, Miller, Herd & Titak, INC. 0.07% 4,493 $200K
5 Diligent Investors, LLC 0.06% 6,390 $284K
6 Triumph Capital Management 0.06% 7,102 $316K
7 USA Financial Formulas 0.05% 6,160 $274K
8 Gts Securities LLC 0.03% 28,103 $1.3M
9 Summit Wealth Group LLC / Co 0.02% 4,791 $213K
10 Private Trust Co NA 0.02% 4,620 $206K
11 Stratos Wealth Partners, LTD. 0.01% 32,587 $1.5M
12 Advisory Services Network, LLC 0.01% 24,472 $1.1M
13 Beacon Pointe Advisors, LLC 0.01% 51,255 $2.3M
14 Golden State Wealth Management, LLC 0.01% 2,444 $109K
15 KERR FINANCIAL PLANNING Corp 0.01% 151 $7K
16 Financial Perspectives, Inc 0.01% 521 $23K
17 Prudential plc 0.00% 20,428 $909K
18 Kestra Private Wealth Services, LLC 0.00% 9,046 $403K
19 Nbt Bank, N.A. 0.00% 442 $20K
20 Kestra Advisory Services, LLC 0.00% 7,030 $313K
21 Smallwood Wealth Investment Management, LLC 0.00% 46 $2K
22 LPL Financial LLC 0.00% 57,405 $2.6M
23 Hrt Financial LP 0.00% 5,409 $240K
24 Osaic Holdings, INC. 0.00% 6,504 $290K
25 Mariner, LLC 0.00% 6,312 $281K
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 — Alps ETF Tr (OGIG)

What does the Smart Money Trend signal show for OGIG?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their OGIG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OGIG?

Heavy selling pressure — only 26% buying: Last quarter: 37 funds sold vs only 13 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for OGIG holders?

Strong quality — 36% AUM from major funds: 9 of 52 holders rank in the top 100 by AUM, accounting for 36% 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 OGIG?

63% of holders stayed for 2+ years: 33 out of 52 hedge funds have held OGIG 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.

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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