Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Direxion Shares ETF Trust (AAPU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
47%

Smart Money Signals — AAPU

Based on 26 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 AAPU 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
26 hedge funds hold AAPU 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 — +24% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+24% 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 sellers than buyers — 47% buying

16 buying18 selling
Last quarter: 18 funds reduced or exited vs 16 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 8 → 9 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 27% long-term, 35% new

■ 27% conviction (2yr+) ■ 38% medium ■ 35% new
Of the 26 current holders: 7 (27%) held >2 years, 10 held 1–2 years, and 9 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 +68% but shares only +38% — price-driven

Value
+67%
Shares
+37%
Last quarter: the total dollar value of institutional holdings rose +68%, but actual share count only changed +38%. 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.
➡️

Steady discovery — ~8 new funds/quarter

12 → 11 → 8 → 9 → 8 new funds/Q
New funds entering each quarter: 11 → 8 → 9 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 44% veterans vs 35% newcomers

■ 44% veterans ■ 21% 1-2yr ■ 35% new
Entry-cohort mix of 34 holders: 15 (44%) are 2+ year veterans, 7 entered 1–2 years ago, and 12 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
6 of 26 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — AAPU

In 2026 Q2, 16 hedge funds were net buyers of AAPU (8 opened a new position, 8 added to an existing one), while 18 reduced or exited (13 trimmed, 5 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 24% of total institutional value in AAPU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 26.

Hedge Fund Ownership: AAPU

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

Market Analysis: AAPU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AAPU

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: AAPU
26 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 26 23 13.04%
13F Shares 1M 889K 37.8%
Total Value $42M $25M 67.67%
New Positions 8 9 -1
Increased Positions 7 5 +2
Closed Positions 5 11 -6
Reduced Positions 10 8 +2
Total Calls 4 3 33.33%
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: AAPU

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Institutional Holders (2026 Q2)

26 + investors

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

QUARTER:
Top 25 AAPU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PayPay Securities Corp 0.48% 559 $19K
2 TRUE Private Wealth Advisors 0.16% 54,292 $1.9M
3 Safeguard Investment Advisory Group, LLC 0.05% 6,786 $237K
4 Larson Financial Group LLC 0.03% 35,863 $1.3M
5 StoneX Group Inc. 0.03% 18,698 $777K
6 Financial Life Planners 0.02% 738 $26K
7 Belvedere Trading LLC 0.01% 231,700 $8.1M
8 SOA Wealth Advisors, LLC. 0.01% 986 $34K
9 XTX Topco Ltd 0.01% 12,786 $446K
10 SBI Securities Co., Ltd. 0.00% 2,904 $101K
11 Belvedere Trading LLC 0.00% 37,115 $1.3M
12 Parallel Advisors, LLC 0.00% 2,550 $89K
13 Group One Trading LLC 0.00% 26,605 $928K
14 Citadel Advisors LLC 0.00% 254,300 $8.9M
15 Spire Wealth Management 0.00% 760 $27K
16 Simplex Trading, LLC 0.00% 17,194 $600K
17 Susquehanna International Group, LLP 0.00% 109,800 $3.8M
18 Citadel Advisors LLC 0.00% 64,000 $2.2M
19 IMC-Chicago, LLC 0.00% 28,095 $980K
20 Optiver Holding B.V. 0.00% 20,342 $709K
21 Susquehanna International Group, LLP 0.00% 66,400 $2.3M
22 Jane Street Group, LLC 0.00% 51,200 $1.8M
23 Susquehanna International Group, LLP 0.00% 43,731 $1.5M
24 Jane Street Group, LLC 0.00% 38,052 $1.3M
25 Citadel Advisors LLC 0.00% 24,526 $855K
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 — Direxion Shares ETF Trust (AAPU)

What does the Smart Money Trend signal show for AAPU?

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

More sellers than buyers — 47% buying: Last quarter: 18 funds reduced or exited vs 16 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AAPU holders?

Strong quality — 24% AUM from major funds: 6 of 26 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AAPU?

Mixed — 27% long-term, 35% new: Of the 26 current holders: 7 (27%) held >2 years, 10 held 1–2 years, and 9 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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