Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Direxion Shares ETF Trust (AMZU)

42 + 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
↑ +2
Streak
3Q ▲
Buyers last Q
49%

Smart Money Signals — AMZU

Based on 43 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
43 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 — +59% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+59% 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 — 49% buying

25 buying26 selling
Last quarter: 26 funds reduced or exited vs 25 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 — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 16 → 15 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 26% long-term, 40% new

■ 26% conviction (2yr+) ■ 35% medium ■ 40% new
Of the 43 current holders: 11 (26%) held >2 years, 15 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.
💰

Price up while funds trimmed (-4% value, -21% shares)

Value
-3%
Shares
-20%
Last quarter: total value of institutional AMZU holdings rose -4% even though funds reduced share count by 21%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~10 new funds/quarter

5 → 6 → 16 → 15 → 10 new funds/Q
New funds entering each quarter: 6 → 16 → 15 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 46% veterans vs 37% newcomers

■ 46% veterans ■ 17% 1-2yr ■ 37% new
Entry-cohort mix of 52 holders: 24 (46%) are 2+ year veterans, 9 entered 1–2 years ago, and 19 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
6 of 43 holders are among the 100 largest funds by AUM, controlling 43% 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.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 Q2, 25 hedge funds were net buyers of AMZU (10 opened a new position, 15 added to an existing one), while 26 reduced or exited (18 trimmed, 8 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in AMZU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 43.

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

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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
0.5
/ 10
conviction
Hedge Fund Positioning: AMZU
42 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 42 41 2.44%
13F Shares 2M 3M -20.77%
Total Value $78M $81M -3.9%
New Positions 9 15 -6
Increased Positions 14 14 -
Closed Positions 8 10 -2
Reduced Positions 15 8 +7
Total Calls 5 4 25.0%
Total Puts 4 6 -33.33%
PUT/CALL Ratio 0.8 1.5 Neutral

Statistics: AMZU

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Institutional Holders (2026 Q2)

42 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PayPay Securities Corp 0.44% 548 $18K
2 Turner Financial Group, Inc. 0.29% 8,876 $295K
3 Z3 Capital Partners, LLC 0.17% 24,525 $815K
4 TRUE Private Wealth Advisors 0.16% 54,171 $1.8M
5 Traynor Capital Management, Inc. 0.10% 67,485 $2.2M
6 Hoey Investments, Inc 0.07% 16,883 $561K
7 Tactive Advisors, LLC 0.06% 7,500 $249K
8 Headlands Technologies LLC 0.04% 10,811 $359K
9 Larson Financial Group LLC 0.02% 21,602 $718K
10 StoneX Group Inc. 0.02% 11,562 $409K
11 SOA Wealth Advisors, LLC. 0.01% 1,764 $59K
12 Morse Asset Management, Inc 0.01% 1,606 $53K
13 Mcguire Capital Advisors Inc 0.01% 292 $10K
14 XTX Topco Ltd 0.00% 10,595 $352K
15 Bullseye Investment Management, LLC 0.00% 207 $7K
16 SBI Securities Co., Ltd. 0.00% 4,188 $139K
17 Cresset Asset Management, LLC 0.00% 25,000 $830K
18 Spire Wealth Management 0.00% 2,300 $76K
19 Hollencrest Capital Management 0.00% 834 $28K
20 Susquehanna International Group, LLP 0.00% 666,400 $22.1M
21 Group One Trading LLC 0.00% 32,779 $1.1M
22 Toth Financial Advisory Corp 0.00% 446 $15K
23 Rockefeller Capital Management L.P. 0.00% 27,500 $914K
24 Hrt Financial LP 0.00% 21,915 $728K
25 IMC-Chicago, LLC 0.00% 162,941 $5.4M
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 — 3 quarters in a row: For 3 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 sellers than buyers — 49% buying: Last quarter: 26 funds reduced or exited vs 25 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 AMZU holders?

Elite ownership — 43% AUM from top-100 funds: 6 of 43 holders are among the 100 largest funds by AUM, controlling 43% 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 — 26% long-term, 40% new: Of the 43 current holders: 11 (26%) held >2 years, 15 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.

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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