SP FUNDS TRUST (SPWO): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy SP FUNDS TRUST (SPWO) following the 2026 Q1 hedge fund 13F filings?

As of today, SPWO has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.8% for the SPY sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), SPWO gained +15.4% vs +15.7% 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.

SP FUNDS TRUST (SPWO)

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

Smart Money Signals — SPWO

Based on 23 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added SPWO 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

23 hedge funds hold SPWO right now — the highest count in 2.5 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 — +77% more funds vs a year ago

fund count last 6Q

+10 new funds entered over the past year (+77% 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 — 71% buying

15 buying6 selling

Last quarter: 15 funds were net buyers (7 opened a brand new position + 8 added to an existing one). Only 6 were sellers (3 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 6 → 3 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 43% entered in last year

■ 9% conviction (2yr+) ■ 48% medium ■ 43% new

Only 2 funds (9%) 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 — ~7 new funds/quarter

3 → 4 → 6 → 3 → 7 new funds/Q

New funds entering each quarter: 4 → 6 → 3 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 61% of holders entered in last year

■ 0% veterans ■ 39% 1-2yr ■ 61% new

Of 23 current holders: 14 (61%) 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 — 15% AUM from top-100

15% from top-100 AUM funds

3 of 23 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.7

out of 10

Moderate Exit Risk

Exit risk score 4.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	23	19	21.05%
13F Shares	760K	2M	-54.6%
Total Value	$21M	$46M	-53.06%
New Positions	7	3	+4
Increased Positions	8	9	-1
Closed Positions	3	5	-2
Reduced Positions	3	2	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

21.05%

13F Shares

760K

-54.6%

Total Value

$21M

$46M

-53.06%

New Positions

Increased Positions

-1

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

23 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 23 institutional holders of SPWO — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	rebel Financial LLC	2.13%	173,896	$4.9M
2	Advocacy Wealth Management, LLC	0.10%	76,806	$2.2M
3	Strengthening Families & Communities, LLC	0.09%	12,735	$359K
4	RFG Advisory, LLC	0.07%	137,693	$3.9M
5	Cerro Pacific Wealth Advisors LLC	0.06%	7,829	$221K
6	Pacific Center for Financial Services	0.02%	2,143	$60K
7	Burk Holdings LLC	0.01%	838	$24K
8	Valeo Financial Advisors, LLC	0.01%	10,610	$299K
9	Tidal Investments LLC	0.01%	95,326	$2.7M
10	GABLES CAPITAL MANAGEMENT INC.	0.00%	366	$10K
11	TD Waterhouse Canada Inc.	0.00%	49,944	$1.4M
12	Farther Finance Advisors, LLC	0.00%	4,386	$125K
13	Lido Advisors, LLC	0.00%	12,762	$360K
14	Federation des caisses Desjardins du Quebec	0.00%	10,740	$303K
15	CWM, LLC	0.00%	8,275	$233K
16	Cetera Investment Advisers	0.00%	17,218	$486K
17	JANE STREET GROUP, LLC	0.00%	100,604	$2.8M
18	Mariner, LLC	0.00%	9,859	$278K
19	HighTower Advisors, LLC	0.00%	10,522	$297K
20	Creative Planning	0.00%	15,384	$434K
21	Advisory Services Network, LLC	0.00%	183	$5K
22	NATIONAL BANK OF CANADA /FI/	0.00%	1,464	$41K
23	ROYAL BANK OF CANADA	0.00%	750	$21K

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 — SP FUNDS TRUST (SPWO)

What does the Smart Money Trend signal show for SPWO?

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

More buyers than sellers — 71% buying: Last quarter: 15 funds were net buyers (7 opened a brand new position + 8 added to an existing one). Only 6 were sellers (3 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SPWO holders?

Smaller funds dominant — 15% AUM from top-100: 3 of 23 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SPWO?

Mostly new holders — 43% entered in last year: Only 2 funds (9%) 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 SP FUNDS TRUST (SPWO) following the 2026 Q1 hedge fund 13F filings?

As of today, SPWO has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.8% for the SPY sector ETF — an outperformance of -0.7%. Since the quarter end (March 31, 2026), SPWO has gained +15.4% vs +15.7% 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.

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SP FUNDS TRUST (SPWO)

Smart Money Signals — SPWO

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +77% more funds vs a year ago

More buyers than sellers — 71% buying

Steady new buyers — ~7 new funds per quarter

Mostly new holders — 43% entered in last year

Steady discovery — ~7 new funds/quarter

Early stage — 61% of holders entered in last year

Smaller funds dominant — 15% AUM from top-100

Institutional Sentiment Summary — SPWO

Hedge Fund Ownership: SPWO

Market Analysis: SPWO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SPWO

Is It Too Late to Buy SP FUNDS TRUST (SPWO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SPWO

Statistics: SPWO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SP FUNDS TRUST (SPWO)

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