Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dbx ETF Tr (SHYL)

59 + Investors. Track Smart Money conviction in SHYL. 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
↑ +10
Streak
1Q ▲
Buyers last Q
69%

Smart Money Signals — SHYL

Based on 59 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SHYL 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
59 hedge funds hold SHYL 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 — +55% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+55% 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 — 69% buying

41 buying18 selling
Last quarter: 41 funds were net buyers (16 opened a brand new position + 25 added to an existing one). Only 18 were sellers (12 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new SHYL position: 10 → 10 → 9 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 25% new

39% conviction (2yr+) 36% medium 25% new
Of the 59 current holders: 23 (39%) held >2 years, 21 held 1–2 years, and 15 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.
📈

Growing discovery — still being found

10 → 10 → 10 → 9 → 16 new funds/Q
New funds entering each quarter: 10 → 10 → 9 → 16. A growing number of institutions are discovering SHYL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 41% veterans vs 34% newcomers

41% veterans 25% 1-2yr 34% new
Entry-cohort mix of 59 holders: 24 (41%) are 2+ year veterans, 15 entered 1–2 years ago, and 20 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
11 of 59 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in SHYL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — SHYL

In 2026 Q2, 41 hedge funds were net buyers of SHYL (16 opened a new position, 25 added to an existing one), while 18 reduced or exited (12 trimmed, 6 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. 58% of total institutional value in SHYL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 59.

Hedge Fund Ownership: SHYL

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

Market Analysis: SHYL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHYL

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: SHYL
59 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 59 49 20.41%
13F Shares 3M 3M 11.7%
Total Value $127M $113M 12.56%
New Positions 16 9 +7
Increased Positions 25 13 +12
Closed Positions 6 9 -3
Reduced Positions 12 21 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SHYL

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Institutional Holders (2026 Q2)

59 + investors

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

QUARTER:
Top 25 SHYL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seros Financial, LLC 2.56% 110,581 $4.9M
2 Invenio Wealth Partners LLC 0.72% 44,994 $2.0M
3 Burnham & Co LLC 0.68% 18,975 $843K
4 ABLE Financial Group, LLC 0.57% 76,428 $3.4M
5 Cantor Fitzgerald Investment Advisors L.P. 0.30% 99,306 $4.4M
6 M.E. Allison & CO., INC. 0.23% 9,000 $400K
7 Encompass More Asset Management 0.23% 35,149 $1.6M
8 Rialto Wealth Management, LLC 0.22% 24,637 $1.1M
9 Braeburn Wealth Management LLC 0.15% 8,000 $355K
10 Concurrent Investment Advisors, LLC 0.08% 210,216 $9.3M
11 Focus Financial Network, Inc. 0.06% 42,058 $1.9M
12 Mutual Advisors, LLC 0.05% 65,691 $2.9M
13 International Assets Investment Management, LLC 0.04% 16,275 $720K
14 PFG Advisors 0.04% 16,992 $755K
15 Copia Wealth Management 0.04% 1,392 $62K
16 Fifth Third Securities, INC. 0.04% 14,541 $646K
17 Financial Gravity Companies, Inc. 0.03% 4,612 $205K
18 Gladstone Institutional Advisory LLC 0.02% 13,739 $610K
19 Orion Porfolio Solutions, LLC 0.02% 51,564 $2.3M
20 Sanctuary Advisors, LLC 0.02% 83,207 $3.7M
21 Atria Investments, Inc 0.01% 32,619 $1.4M
22 Coston, McIsaac & Partners 0.01% 1,397 $62K
23 Money Concepts Capital Corp 0.01% 5,368 $238K
24 Flagship Harbor Advisors, LLC 0.01% 6,500 $289K
25 Cape Investment Advisory, Inc. 0.01% 927 $41K
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 — Dbx ETF Tr (SHYL)

What does the Smart Money Trend signal show for SHYL?

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

More buyers than sellers — 69% buying: Last quarter: 41 funds were net buyers (16 opened a brand new position + 25 added to an existing one). Only 18 were sellers (12 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SHYL holders?

Elite ownership — 58% AUM from top-100 funds: 11 of 59 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in SHYL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SHYL?

Mixed — 39% long-term, 25% new: Of the 59 current holders: 23 (39%) held >2 years, 21 held 1–2 years, and 15 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.

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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