Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

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
→ 0
Streak
1Q —
Buyers last Q
53%

Smart Money Signals — AVGX

Based on 13 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 93% of 1.8Y peak

93% of all-time peak
13 funds currently hold this stock — 93% of the 1.8-year high of 14 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +86% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+86% 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 — 53% buying

10 buying9 selling
Last quarter: 10 funds bought or added vs 9 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: 3 → 7 → 5 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 46% new

31% conviction (2yr+) 23% medium 46% new
Of the 13 current holders: 4 (31%) held >2 years, 3 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.
💎

Buying through price weakness — shares -1%, value -26%

Value
-25%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~4 new funds/quarter

2 → 3 → 7 → 5 → 4 new funds/Q
New funds entering each quarter: 3 → 7 → 5 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 25% new entrants

0% veterans 75% 1-2yr 25% new
Of 20 current holders: 0 (0%) held 2+ years, 15 held 1–2 years, 5 (25%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 92% AUM from top-100 funds

92% from top-100 AUM funds
7 of 13 holders are among the 100 largest funds by AUM, controlling 92% 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.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 Q1, 10 hedge funds were net buyers of AVGX (4 opened a new position, 6 added to an existing one), while 9 reduced or exited (5 trimmed, 4 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 92% of total institutional value in AVGX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 13.

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

-- --

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

Is It Too Late to Buy TIDAL TRUST II (AVGX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AVGX 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 · 57d ago
AVGX
+77.2%
SPY
+15.6%

AVGX outperformed SPY by +61.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 12d ago
AVGX
-2.0%
SPY
+1.7%

Since the filing became public, AVGX outperformed SPY by -3.7% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 13 13 -
13F Shares 908K 915K -0.7%
Total Value $32M $43M -25.9%
New Positions 4 5 -1
Increased Positions 3 4 -1
Closed Positions 4 5 -1
Reduced Positions 4 3 +1
Total Calls 4 4 -
Total Puts 4 4 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: AVGX

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Institutional Holders (2026 Q1)

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 20 institutional holders of AVGX — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 INTERCAPITAL, LLC 0.18% 15,014 $525K
2 StoneX Group Inc. 0.03% 14,336 $502K
3 GTS SECURITIES LLC 0.02% 12,155 $425K
4 CITADEL ADVISORS LLC 0.00% 240,000 $8.4M
5 Belvedere Trading LLC 0.00% 24,500 $857K
6 UBS Group AG 0.00% 150,490 $5.3M
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 113,600 $4.0M
8 JANE STREET GROUP, LLC 0.00% 83,700 $2.9M
9 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 87,300 $3.1M
10 CITADEL ADVISORS LLC 0.00% 56,200 $2.0M
11 JANE STREET GROUP, LLC 0.00% 65,300 $2.3M
12 Tower Research Capital LLC (TRC) 0.00% 265 $9K
13 Optiver Holding B.V. 0.00% 12,091 $423K
14 Belvedere Trading LLC 0.00% 2,138 $75K
15 Larson Financial Group LLC 0.00% 79 $3K
16 JANE STREET GROUP, LLC 0.00% 17,017 $595K
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 12,436 $435K
18 PNC FINANCIAL SERVICES GROUP, INC. 0.00% 1,250 $44K
19 SIMPLEX TRADING, LLC 0.00% 358 $13K
20 Belvedere Trading LLC 0.00% 100 $3K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for AVGX?

Slight buying edge — 53% buying: Last quarter: 10 funds bought or added vs 9 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 — 92% AUM from top-100 funds: 7 of 13 holders are among the 100 largest funds by AUM, controlling 92% 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 — 31% long-term, 46% new: Of the 13 current holders: 4 (31%) held >2 years, 3 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.

Is it too late to buy TIDAL TRUST II (AVGX) following the 2026 Q1 hedge fund 13F filings?

As of today, AVGX has moved -2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the SPY sector ETF — an outperformance of -3.7%. Since the quarter end (March 31, 2026), AVGX has gained +77.2% vs +15.6% 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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