Sp Funds Trust (SPWO) Hedge Fund Ownership (Q2 2026)

Sp Funds Trust (SPWO)

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

Smart Money Signals — SPWO

Based on 33 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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

33 hedge funds hold SPWO right now — the highest count in 2.8 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 — +120% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+120% 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 — 77% buying

23 buying7 selling

Last quarter: 23 funds were net buyers (12 opened a brand new position + 11 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 3 → 7 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 55% entered in last year

■ 12% conviction (2yr+) ■ 33% medium ■ 55% new

Only 4 funds (12%) 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.

💰

Price up while funds trimmed (+16% value, -6% shares)

Value

+15%

-5%

Last quarter: total value of institutional SPWO holdings rose +16% even though funds reduced share count by 6%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📈

Growing discovery — still being found

4 → 6 → 3 → 7 → 12 new funds/Q

New funds entering each quarter: 6 → 3 → 7 → 12. A growing number of institutions are discovering SPWO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 61% of holders entered in last year

■ 15% veterans ■ 24% 1-2yr ■ 61% new

Of 33 current holders: 20 (61%) entered in the past year, only 5 (15%) 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 — 3% AUM from top-100

3% from top-100 AUM funds

7 of 33 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	33	24	37.5%
13F Shares	1M	2M	-5.57%
Total Value	$50M	$43M	15.6%
New Positions	12	7	+5
Increased Positions	11	8	+3
Closed Positions	3	2	+1
Reduced Positions	4	4	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

37.5%

13F Shares

-5.57%

Total Value

$50M

$43M

15.6%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

33 + 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 25 SPWO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Shariaportfolio, INC.	9.59%	783,860	$27.1M
2	J. M. Brown & Associates Inc.	0.39%	19,957	$690K
3	Cerro Pacific Wealth Advisors LLC	0.19%	24,855	$859K
4	Advocacy Wealth Management, LLC	0.12%	94,504	$3.3M
5	Strengthening Families & Communities, LLC	0.10%	13,253	$458K
6	RFG Advisory, LLC	0.07%	130,363	$4.5M
7	Timbuktu Capital Management, LLC	0.05%	975	$34K
8	Gts Securities LLC	0.03%	36,072	$1.2M
9	Pacific Center for Financial Services	0.02%	2,148	$74K
10	Burk Holdings LLC	0.01%	838	$29K
11	Valeo Financial Advisors, LLC	0.01%	10,615	$367K
12	Tidal Investments LLC	0.01%	94,476	$3.3M
13	TD Waterhouse Canada Inc.	0.00%	56,091	$1.9M
14	Farther Finance Advisors, LLC	0.00%	17,529	$606K
15	Gables Capital Management INC.	0.00%	366	$13K
16	Mission Wealth Management, LP	0.00%	10,261	$355K
17	Lido Advisors, LLC	0.00%	12,762	$441K
18	Federation des caisses Desjardins du Quebec	0.00%	10,405	$360K
19	Cetera Investment Advisers	0.00%	19,102	$661K
20	Truist Financial Corp	0.00%	13,080	$452K
21	HighTower Advisors, LLC	0.00%	11,665	$403K
22	Mariner, LLC	0.00%	9,859	$341K
23	Creative Planning	0.00%	16,611	$574K
24	Larson Financial Group LLC	0.00%	302	$10K
25	Envestnet Asset Management Inc	0.00%	13,474	$466K

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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 77% buying: Last quarter: 23 funds were net buyers (12 opened a brand new position + 11 added to an existing one). Only 7 were sellers (4 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 — 3% AUM from top-100: 7 of 33 holders rank in the top 100 by AUM, but together hold only 3% 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 — 55% entered in last year: Only 4 funds (12%) 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.

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Sp Funds Trust (SPWO)

Smart Money Signals — SPWO

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +120% more funds vs a year ago

More buyers than sellers — 77% buying

Steady new buyers — ~12 new funds per quarter

Mostly new holders — 55% entered in last year

Price up while funds trimmed (+16% value, -6% shares)

Growing discovery — still being found

Early stage — 61% of holders entered in last year

Smaller funds dominant — 3% 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

Hedge Fund Positioning: SPWO

Statistics: SPWO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Sp Funds Trust (SPWO)

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