Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Listed Fds Tr (BETZ)

41 + Investors. Track Smart Money conviction in BETZ. 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
↓ -3
Streak
3Q ▼
Buyers last Q
44%

Smart Money Signals — BETZ

Based on 41 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their BETZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 66% of 3.0Y high

66% of all-time peak
Only 41 funds hold BETZ today versus a peak of 62 funds at 2024 Q4 — just 66% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 24% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold BETZ compared to a year ago (-24% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

15 buying19 selling
Last quarter: 19 funds reduced or exited vs 15 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 — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 5 → 5 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 20% medium ■ 10% new
29 out of 41 hedge funds have held BETZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +164% but shares only +73% — price-driven

Value
+163%
Shares
+72%
Last quarter: the total dollar value of institutional holdings rose +164%, but actual share count only changed +73%. 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 — ~9 new funds/quarter

5 → 7 → 5 → 5 → 9 new funds/Q
New funds entering each quarter: 7 → 5 → 5 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 78% veterans vs 12% newcomers

■ 78% veterans ■ 10% 1-2yr ■ 12% new
Entry-cohort mix of 41 holders: 32 (78%) are 2+ year veterans, 4 entered 1–2 years ago, and 5 (12%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
9 of 41 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in BETZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
1.8
out of 10
Low Exit Risk
Exit risk score 1.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — BETZ

In 2026 Q2, 15 hedge funds were net buyers of BETZ (9 opened a new position, 6 added to an existing one), while 19 reduced or exited (7 trimmed, 12 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 54% of total institutional value in BETZ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 41.

Hedge Fund Ownership: BETZ

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

Market Analysis: BETZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BETZ

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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: BETZ
41 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 41 44 -6.82%
13F Shares 443K 256K 72.76%
Total Value $8M $3M 163.81%
New Positions 9 5 +4
Increased Positions 6 4 +2
Closed Positions 12 12 -
Reduced Positions 7 11 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BETZ

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Financial Highlights

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Institutional Holders (2026 Q2)

41 + investors

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

QUARTER:
Top 25 BETZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brown Brothers Harriman & Co 0.00% 48,000 $897K
2 Private Trust Co NA 0.00% 2,352 $44K
3 Blue Bell Private Wealth Management, LLC 0.00% 1,350 $25K
4 Strategic Investment Solutions, Inc. /IL 0.00% 612 $11K
5 Triumph Capital Management 0.00% 700 $13K
6 Activest Wealth Management 0.00% 500 $9K
7 Millstone Evans Group, LLC 0.00% 64 $1K
8 Game Plan Financial Advisors, LLC 0.00% 75 $1K
9 LPL Financial LLC 0.00% 116,745 $2.2M
10 AdvisorNet Financial, Inc 0.00% 500 $9K
11 Hrt Financial LP 0.00% 10,362 $193K
12 International Assets Investment Management, LLC 0.00% 305 $6K
13 Center for Financial Planning, Inc. 0.00% 175 $3K
14 HighTower Advisors, LLC 0.00% 15,965 $298K
15 IFP Advisors, Inc 0.00% 816 $15K
16 Citadel Advisors LLC 0.00% 97,631 $1.8M
17 North Star Investment Management Corp. 0.00% 200 $4K
18 EverSource Wealth Advisors, LLC 0.00% 320 $6K
19 Atlantic Union Bankshares Corp 0.00% 500 $9K
20 Hollencrest Capital Management 0.00% 100 $2K
21 AE Wealth Management LLC 0.00% 1,334 $25K
22 Abound Wealth Management 0.00% 30 —
23 Spire Wealth Management 0.00% 190 $4K
24 Golden State Wealth Management, LLC 0.00% 62 $1K
25 Susquehanna International Group, LLP 0.00% 55,962 $1.0M
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 — Listed Fds Tr (BETZ)

What does the Smart Money Trend signal show for BETZ?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their BETZ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BETZ?

More sellers than buyers — 44% buying: Last quarter: 19 funds reduced or exited vs 15 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 BETZ holders?

Elite ownership — 54% AUM from top-100 funds: 9 of 41 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in BETZ. 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 BETZ?

71% of holders stayed for 2+ years: 29 out of 41 hedge funds have held BETZ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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