Stock Analysis
Data Source: SEC EDGAR 13F
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Tidal Trust II (AVGX)

13 + Investors. Track Smart Money conviction in AVGX. 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
↑ +1
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — AVGX

Based on 14 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 AVGX 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
14 hedge funds hold AVGX right now — the highest count in 2.0 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 — +75% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+75% 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. The peak was reached in just 1 quarters from the low — a sharp move.
🟡

Slight buying edge — 50% buying

10 buying10 selling
Last quarter: 10 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 5 → 4 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 29% long-term, 43% new

29% conviction (2yr+) 29% medium 43% new
Of the 14 current holders: 4 (29%) held >2 years, 4 held 1–2 years, and 6 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 +63% but shares only +24% — price-driven

Value
+63%
Shares
+23%
Last quarter: the total dollar value of institutional holdings rose +63%, but actual share count only changed +24%. 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.
📊

Peak discovery — momentum slowing

3 → 7 → 5 → 4 → 4 new funds/Q
New funds entering each quarter: 7 → 5 → 4 → 4. AVGX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 0% veterans, 20% new entrants

0% veterans 80% 1-2yr 20% new
Of 20 current holders: 0 (0%) held 2+ years, 16 held 1–2 years, 4 (20%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 71% AUM from top-100 funds

71% from top-100 AUM funds
4 of 13 holders are among the 100 largest funds by AUM, controlling 71% of total institutional value in AVGX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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.

Institutional Sentiment Summary — AVGX

In 2026 Q2, 10 hedge funds were net buyers of AVGX (4 opened a new position, 6 added to an existing one), while 10 reduced or exited (7 trimmed, 3 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 71% of total institutional value in AVGX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 14.

Hedge Fund Ownership: AVGX

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

Market Analysis: AVGX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AVGX

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

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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
0.0
/ 10
conviction
Hedge Fund Positioning: AVGX
13 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 13 13 -
13F Shares 1M 908K 23.51%
Total Value $52M $32M 62.96%
New Positions 4 4 -
Increased Positions 4 3 +1
Closed Positions 3 4 -1
Reduced Positions 6 4 +2
Total Calls 4 4 -
Total Puts 3 4 -25.0%
PUT/CALL Ratio 0.75 1.0 Neutral

Statistics: AVGX

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Financial Highlights

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Institutional Holders (2026 Q2)

13 + investors

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

QUARTER:
Top 19 AVGX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 StoneX Group Inc. 0.03% 12,709 $653K
2 Gts Securities LLC 0.01% 9,429 $441K
3 Hrt Financial LP 0.00% 29,970 $1.4M
4 Group One Trading LLC 0.00% 27,354 $1.3M
5 Citadel Advisors LLC 0.00% 272,391 $12.7M
6 Susquehanna International Group, LLP 0.00% 181,200 $8.5M
7 UBS Group AG 0.00% 100,000 $4.7M
8 Citadel Advisors LLC 0.00% 103,700 $4.9M
9 Susquehanna International Group, LLP 0.00% 127,100 $5.9M
10 Optiver Holding B.V. 0.00% 29,036 $1.4M
11 Citadel Advisors LLC 0.00% 66,100 $3.1M
12 Belvedere Trading LLC 0.00% 6,454 $302K
13 Belvedere Trading LLC 0.00% 4,000 $187K
14 Jane Street Group, LLC 0.00% 45,800 $2.1M
15 Jane Street Group, LLC 0.00% 43,703 $2.0M
16 Simplex Trading, LLC 0.00% 5,456 $255K
17 Jane Street Group, LLC 0.00% 23,900 $1.1M
18 Goldman Sachs Group Inc 0.00% 17,829 $834K
19 Tower Research Capital LLC (TRC) 0.00% 45 $2K
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 — Tidal Trust II (AVGX)

What does the Smart Money Trend signal show for AVGX?

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

Slight buying edge — 50% buying: Last quarter: 10 funds bought or added vs 10 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AVGX holders?

Elite ownership — 71% AUM from top-100 funds: 4 of 13 holders are among the 100 largest funds by AUM, controlling 71% of total institutional value in AVGX. 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 AVGX?

Mixed — 29% long-term, 43% new: Of the 14 current holders: 4 (29%) held >2 years, 4 held 1–2 years, and 6 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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