Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

USCF ETF TR (UMI)

42 + Investors. Track Smart Money conviction in UMI. 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
↑ +8
Streak
1Q ▲
Buyers last Q
64%

Smart Money Signals — UMI

Based on 42 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 UMI 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
42 hedge funds hold UMI 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 64% buying

23 buying13 selling
Last quarter: 23 funds were net buyers (14 opened a brand new position + 9 added to an existing one). Only 13 were sellers (7 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new UMI position: 9 → 5 → 4 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 31% long-term, 40% new

31% conviction (2yr+) 29% medium 40% new
Of the 42 current holders: 13 (31%) held >2 years, 12 held 1–2 years, and 17 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.
💰

Value +32% but shares only +10% — price-driven

Value
+31%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +32%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

8 → 9 → 5 → 4 → 14 new funds/Q
New funds entering each quarter: 9 → 5 → 4 → 14. A growing number of institutions are discovering UMI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 31% veterans, 50% new entrants

31% veterans 19% 1-2yr 50% new
Of 42 current holders: 13 (31%) held 2+ years, 8 held 1–2 years, 21 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
8 of 42 holders rank in the top 100 by AUM, but together hold only 2% 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.

Institutional Sentiment Summary — UMI

In 2026 Q1, 23 hedge funds were net buyers of UMI (14 opened a new position, 9 added to an existing one), while 13 reduced or exited (7 trimmed, 6 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 42.

Hedge Fund Ownership: UMI

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

Market Analysis: UMI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UMI

-- --

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

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

Signal Freshness measures how much UMI 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 · 71d ago
UMI
-0.1%
SPY
+13.7%

UMI outperformed SPY by -13.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 26d ago
UMI
-3.6%
SPY
+0.0%

Since the filing became public, UMI outperformed SPY by -3.6% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: UMI
42 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 42 34 23.53%
13F Shares 7M 6M 10.45%
Total Value $403M $306M 31.85%
New Positions 14 4 +10
Increased Positions 9 13 -4
Closed Positions 6 5 +1
Reduced Positions 7 7 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UMI

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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

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

42 + investors

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

QUARTER:
Top 25 institutional holders of UMI — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FISCHER INVESTMENT STRATEGIES, LLC 2.84% 83,046 $4.9M
2 Brookwood Investment Group LLC 0.68% 94,665 $5.5M
3 Insight Wealth Partners, LLC 0.43% 52,766 $3.1M
4 HighTower Advisors, LLC 0.40% 6,367,995 $373.1M
5 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.11% 17,717 $1.0M
6 Spinnaker Investment Group, LLC 0.10% 8,423 $494K
7 Cascade Financial Partners, LLC 0.04% 6,943 $407K
8 Dynamic Advisor Solutions LLC 0.03% 17,007 $996K
9 INTEGRITY ALLIANCE, LLC. 0.03% 11,890 $697K
10 TWO SIGMA SECURITIES, LLC 0.03% 3,687 $216K
11 BLUELINE ADVISORS LLC 0.02% 407 $24K
12 Gladstone Institutional Advisory LLC 0.01% 4,374 $256K
13 MML INVESTORS SERVICES, LLC 0.01% 54,895 $3.2M
14 Annex Advisory Services, LLC 0.01% 5,952 $349K
15 Advisors Asset Management, Inc. 0.00% 4,838 $283K
16 DIVERSIFY WEALTH MANAGEMENT, LLC 0.00% 4,487 $262K
17 Signature Equity Partners, LLC 0.00% 148 $9K
18 Private Advisor Group, LLC 0.00% 14,644 $858K
19 HARBOUR INVESTMENTS, INC. 0.00% 3,634 $213K
20 AMERIFLEX GROUP, INC. 0.00% 100 $6K
21 Costello Asset Management, INC 0.00% 135 $8K
22 WHITTIER TRUST CO 0.00% 2,932 $170K
23 SALEM INVESTMENT COUNSELORS INC 0.00% 870 $51K
24 MERCER GLOBAL ADVISORS INC /ADV 0.00% 18,217 $1.1M
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 18,830 $1.1M
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 — USCF ETF TR (UMI)

What does the Smart Money Trend signal show for UMI?

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

More buyers than sellers — 64% buying: Last quarter: 23 funds were net buyers (14 opened a brand new position + 9 added to an existing one). Only 13 were sellers (7 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UMI holders?

Smaller funds dominant — 2% AUM from top-100: 8 of 42 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held UMI?

Mixed — 31% long-term, 40% new: Of the 42 current holders: 13 (31%) held >2 years, 12 held 1–2 years, and 17 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.

Is it too late to buy USCF ETF TR (UMI) following the 2026 Q1 hedge fund 13F filings?

As of today, UMI has moved -3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of -3.6%. Since the quarter end (March 31, 2026), UMI has gained -0.1% vs +13.7% 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.

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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