Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMPLIFY ETF TR (QDVO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
4Q ▲
Buyers last Q
68%

Smart Money Signals — QDVO

Based on 43 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 QDVO 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
43 hedge funds hold QDVO right now — the highest count in 1.8 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.
🚀

Fast accumulation — +617% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+617% 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 — 68% buying

34 buying16 selling
Last quarter: 34 funds were net buyers (12 opened a brand new position + 22 added to an existing one). Only 16 were sellers (5 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 15 → 21 → 12. 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 — 74% entered in last year

■ 0% conviction (2yr+) ■ 26% medium ■ 74% 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.
📈

Growing discovery — still being found

1 → 9 → 15 → 21 → 12 new funds/Q
New funds entering each quarter: 9 → 15 → 21 → 12. A growing number of institutions are discovering QDVO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 88% of holders entered in last year

■ 0% veterans ■ 12% 1-2yr ■ 88% new
Of 43 current holders: 38 (88%) 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 — 17% AUM from top-100

17% from top-100 AUM funds
9 of 43 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.9
out of 10
Moderate Exit Risk
Exit risk score 6.9/10 — 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 — QDVO

In 2026 Q1, 34 hedge funds were net buyers of QDVO (12 opened a new position, 22 added to an existing one), while 16 reduced or exited (5 trimmed, 11 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 43.

Hedge Fund Ownership: QDVO

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

Market Analysis: QDVO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QDVO

-- --

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

Is It Too Late to Buy AMPLIFY ETF TR (QDVO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much QDVO 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 · 57d ago
QDVO
+16.8%
SPY
+15.4%

QDVO outperformed SPY by +1.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 12d ago
QDVO
+0.7%
SPY
+1.5%

Since the filing became public, QDVO outperformed SPY by -0.8% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: QDVO
43 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 43 42 2.38%
13F Shares 4M 3M 35.61%
Total Value $111M $90M 23.53%
New Positions 12 21 -9
Increased Positions 22 16 +6
Closed Positions 11 5 +6
Reduced Positions 5 3 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QDVO

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

43 + investors

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

QUARTER:
Top 25 institutional holders of QDVO — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Claris Financial LLC 0.65% 39,325 $1.1M
2 Cassady Wealth & Retirement Planning, LLC 0.50% 26,501 $769K
3 CAP Partners, LLC 0.25% 16,691 $445K
4 Visionary Wealth Advisors 0.20% 169,965 $4.5M
5 Tactive Advisors, LLC 0.19% 25,749 $686K
6 Latitude Advisors, LLC 0.17% 14,102 $376K
7 Merit Financial Group, LLC 0.14% 687,572 $18.3M
8 Souders Financial Advisors 0.05% 17,299 $461K
9 Clear Trail Advisors, LLC 0.05% 10,889 $290K
10 SAGESPRING WEALTH PARTNERS, LLC 0.04% 88,850 $2.4M
11 Sigma Planning Corp 0.03% 46,817 $1.2M
12 Keating Financial Advisory Services, Inc. 0.03% 7,920 $211K
13 Onyx Bridge Wealth Group LLC 0.03% 10,173 $271K
14 Ascentis Independent Advisors 0.02% 9,609 $256K
15 RAYMOND JAMES FINANCIAL INC 0.02% 1,934,199 $51.5M
16 PIN OAK INVESTMENT ADVISORS INC 0.01% 792 —
17 PFG Investments, LLC 0.01% 11,847 $316K
18 MTM Investment Management, LLC 0.01% 1,700 $45K
19 GREAT VALLEY ADVISOR GROUP, INC. 0.01% 22,549 $601K
20 Stratos Wealth Partners, LTD. 0.01% 35,672 $951K
21 Steward Partners Investment Advisory, LLC 0.01% 75,760 $2.0M
22 OSAIC HOLDINGS, INC. 0.00% 100,132 $2.7M
23 Janney Montgomery Scott LLC 0.00% 38,927 $1K
24 LPL Financial LLC 0.00% 279,570 $7.5M
25 Capital Wealth Planning, LLC 0.00% 11,695 $312K
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 — AMPLIFY ETF TR (QDVO)

What does the Smart Money Trend signal show for QDVO?

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

More buyers than sellers — 68% buying: Last quarter: 34 funds were net buyers (12 opened a brand new position + 22 added to an existing one). Only 16 were sellers (5 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QDVO holders?

Smaller funds dominant — 17% AUM from top-100: 9 of 43 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QDVO?

Mostly new holders — 74% 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 AMPLIFY ETF TR (QDVO) following the 2026 Q1 hedge fund 13F filings?

As of today, QDVO has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (March 31, 2026), QDVO has gained +16.8% vs +15.4% 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.

Full history →