Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

INNOVATOR ETFS TRUST (QFLR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
1Q ▲
Buyers last Q
68%

Smart Money Signals — QFLR

Based on 93 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added QFLR 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
93 hedge funds hold QFLR right now — the highest count in 2.0 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 — +35% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+35% 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

62 buying29 selling
Last quarter: 62 funds were net buyers (24 opened a brand new position + 38 added to an existing one). Only 29 were sellers (23 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new QFLR position: 19 → 12 → 9 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 34% entered in last year

■ 0% conviction (2yr+) ■ 66% medium ■ 34% 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.
➡️

Steady discovery — ~24 new funds/quarter

26 → 19 → 12 → 9 → 24 new funds/Q
New funds entering each quarter: 19 → 12 → 9 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 57% of holders entered in last year

■ 0% veterans ■ 43% 1-2yr ■ 57% new
Of 93 current holders: 53 (57%) 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
4 of 93 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.
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.

Hedge Fund Ownership: QFLR

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

Market Analysis: QFLR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QFLR

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 7 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: QFLR
2026 Q1 Stats Unlock in 12 days 93 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 93 75 24.0%
13F Shares 9M 6M 35.3%
Total Value $295M $209M 41.12%
New Positions 24 9 +15
Increased Positions 38 37 +1
Closed Positions 6 12 -6
Reduced Positions 23 23 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QFLR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

93 + investors

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

Top 25 institutional holders of QFLR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Liberty Atlantic Advisors LLC 12.51% 439,440 $14.6M
2 Davies Financial Advisors, Inc. 7.92% 25,978 $865K
3 ATX Financial Planning, LLC 7.90% 312,132 $10.4M
4 HFG Wealth Management, LLC 7.43% 405,358 $13.5M
5 Pinnacle Wealth Management Group, Inc. 4.10% 250,577 $8.3M
6 Holos Integrated Wealth LLC 2.68% 156,981 $5.3M
7 October Effect Ltd 2.57% 66,940 $2.2M
8 CCG WEALTH MANAGEMENT, LLC 1.47% 162,740 $5.4M
9 RED REEF ADVISORS LLC 0.90% 25,922 $889K
10 Outlook Wealth Advisors, LLC 0.83% 103,212 $3.4M
11 EVOLUTION WEALTH MANAGEMENT INC. 0.76% 31,287 $1.0M
12 Diligent Investors, LLC 0.62% 74,793 $2.5M
13 Southland Equity Partners LLC 0.60% 92,620 $3.1M
14 Simplicity Wealth,LLC 0.53% 279,966 $9.3M
15 Whipplewood Advisors, LLC 0.53% 30,494 $1.0M
16 Bright Futures Wealth Management, LLC. 0.47% 20,762 $691K
17 4J Wealth Management LLC 0.41% 21,910 $730K
18 NewCorp Financial Services, Inc. 0.27% 9,316 $310K
19 Castleview Partners, LLC 0.26% 15,275 $509K
20 FORONJY FINANCIAL LLC 0.22% 15,923 $530K
21 Chicago Partners Investment Group LLC 0.18% 234,429 $8.1M
22 Rothschild Wealth LLC 0.17% 56,323 $1.9M
23 Advisor OS, LLC 0.17% 68,755 $2.3M
24 Welch Financial Planning, LLC 0.16% 6,732 $224K
25 Financial Futures Ltd Liability Co. 0.13% 9,043 $301K
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 — INNOVATOR ETFS TRUST (QFLR)

What does the Smart Money Trend signal show for QFLR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added QFLR 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 QFLR?

More buyers than sellers — 68% buying: Last quarter: 62 funds were net buyers (24 opened a brand new position + 38 added to an existing one). Only 29 were sellers (23 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QFLR holders?

Smaller funds dominant — 17% AUM from top-100: 4 of 93 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 QFLR?

Mostly new holders — 34% 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.