Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Direxion Shares ETF Trust (AMZU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — AMZU

Based on 41 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AMZU 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
41 hedge funds hold AMZU 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 — +52% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+52% 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 — 60% buying

29 buying19 selling
Last quarter: 29 funds were net buyers (15 opened a brand new position + 14 added to an existing one). Only 19 were sellers (9 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 6 → 16 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 27% long-term, 46% new

■ 27% conviction (2yr+) ■ 27% medium ■ 46% new
Of the 41 current holders: 11 (27%) held >2 years, 11 held 1–2 years, and 19 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.
💎

Buying through price weakness — shares +34%, value -0%

Value
0%
Shares
+33%
Last quarter: funds added +34% more shares while total portfolio value only changed -0%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

8 → 5 → 6 → 16 → 15 new funds/Q
New funds entering each quarter: 5 → 6 → 16 → 15. A growing number of institutions are discovering AMZU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 38% veterans, 40% new entrants

■ 38% veterans ■ 22% 1-2yr ■ 40% new
Of 50 current holders: 19 (38%) held 2+ years, 11 held 1–2 years, 20 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 72% AUM from top-100 funds

72% from top-100 AUM funds
9 of 40 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in AMZU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 — AMZU

In 2026 Q1, 29 hedge funds were net buyers of AMZU (15 opened a new position, 14 added to an existing one), while 19 reduced or exited (9 trimmed, 10 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 72% of total institutional value in AMZU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 41.

Hedge Fund Ownership: AMZU

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

Market Analysis: AMZU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMZU

-- --

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

Is It Too Late to Buy Direxion Shares ETF Trust (AMZU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AMZU 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 · 80d ago
AMZU
nan%
SPY
+13.9%

AMZU outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
AMZU
nan%
SPY
+0.2%

Since the filing became public, AMZU outperformed SPY by nan% .

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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: AMZU
40 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 40 36 11.11%
13F Shares 3M 2M 33.55%
Total Value $81M $82M -0.47%
New Positions 15 16 -1
Increased Positions 13 3 +10
Closed Positions 11 6 +5
Reduced Positions 8 14 -6
Total Calls 4 3 33.33%
Total Puts 6 3 100.0%
PUT/CALL Ratio 1.5 1.0 Bearish

Statistics: AMZU

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

40 + investors

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

QUARTER:
Top 25 AMZU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PayPay Securities Corp 0.99% 751 $29K
2 Summit Securities Group LLC 0.33% 100,000 $2.7M
3 Sollinda Capital Management LLC 0.19% 28,500 $766K
4 Z3 Capital Partners, LLC 0.15% 17,675 $618K
5 TRUE Private Wealth Advisors 0.14% 54,238 $1.5M
6 Traynor Capital Management, Inc. 0.10% 66,887 $1.7M
7 Hoey Investments, Inc 0.08% 19,406 $521K
8 Focused Wealth Management, Inc 0.06% 20,606 $553K
9 SBI Securities Co., Ltd. 0.03% 37,765 $1.0M
10 MBL Wealth, LLC 0.03% 13,000 $349K
11 Thurston, Springer, Miller, Herd & Titak, INC. 0.02% 1,431 $38K
12 Morse Asset Management, Inc 0.01% 2,011 $54K
13 StoneX Group Inc. 0.01% 7,644 $205K
14 SOA Wealth Advisors, LLC. 0.01% 1,764 $47K
15 Larson Financial Group LLC 0.01% 8,294 $223K
16 CreativeOne Wealth, LLC 0.01% 10,286 $276K
17 XTX Topco Ltd 0.01% 12,107 $325K
18 Mcguire Capital Advisors Inc 0.01% 292 $8K
19 Tower Research Capital LLC (TRC) 0.00% 6,279 $169K
20 Susquehanna International Group, LLP 0.00% 607,100 $16.3M
21 UBS Group AG 0.00% 450,294 $12.1M
22 Citadel Advisors LLC 0.00% 411,314 $11.0M
23 Hrt Financial LP 0.00% 26,213 $704K
24 Cresset Asset Management, LLC 0.00% 15,000 $403K
25 Spire Wealth Management 0.00% 1,850 $50K
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 (AMZU)

What does the Smart Money Trend signal show for AMZU?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AMZU 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 AMZU?

More buyers than sellers — 60% buying: Last quarter: 29 funds were net buyers (15 opened a brand new position + 14 added to an existing one). Only 19 were sellers (9 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AMZU holders?

Elite ownership — 72% AUM from top-100 funds: 9 of 40 holders are among the 100 largest funds by AUM, controlling 72% of total institutional value in AMZU. 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 AMZU?

Mixed — 27% long-term, 46% new: Of the 41 current holders: 11 (27%) held >2 years, 11 held 1–2 years, and 19 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 Direxion Shares ETF Trust (AMZU) following the 2026 Q1 hedge fund 13F filings?

As of today, AMZU has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AMZU has gained nan% vs +13.9% 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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