Neos ETF Trust (BTCI) Hedge Fund Ownership (Q2 2026)

Neos ETF Trust (BTCI)

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

Smart Money Signals — BTCI

Based on 54 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their BTCI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🏔️

At the ownership peak (96% of max)

96% of all-time peak

54 hedge funds hold BTCI 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 — +135% more funds vs a year ago

fund count last 6Q

+31 new funds entered over the past year (+135% 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.

🟡

Slight buying edge — 59% buying

41 buying29 selling

Last quarter: 41 funds bought or added vs 29 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 — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 22 → 21 → 19 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 50% entered in last year

■ 6% conviction (2yr+) ■ 44% medium ■ 50% new

Only 3 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💎

Buying through price weakness — shares +36%, value +11%

Value

+10%

+35%

Last quarter: funds added +36% more shares while total portfolio value only changed +11%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

17 → 22 → 21 → 19 → 14 new funds/Q

New funds entering each quarter: 22 → 21 → 19 → 14. BTCI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🌱

Early stage — 80% of holders entered in last year

■ 0% veterans ■ 20% 1-2yr ■ 80% new

Of 60 current holders: 48 (80%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds

6 of 54 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	54	56	-3.57%
13F Shares	2M	1M	35.59%
Total Value	$49M	$45M	10.65%
New Positions	14	19	-5
Increased Positions	26	24	+2
Closed Positions	16	13	+3
Reduced Positions	11	9	+2
Total Calls	3	3	-
Total Puts	3	3	-
PUT/CALL Ratio	1.0	1.0	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

-3.57%

13F Shares

35.59%

Total Value

$49M

$45M

10.65%

New Positions

-5

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

1.0

Neutral

Institutional Holders (2026 Q3)

54 + investors

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

QUARTER:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BTCI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	MADDEN SECURITIES Corp	2.66%	298,500	$10.1M
2	Integrity Wealth Partners, LLC	0.89%	34,021	$1.1M
3	Rps Advisory Solutions LLC	0.36%	16,456	$555K
4	Fullerton Advisors, LLC	0.26%	8,250	$278K
5	Independence Wealth Advisors, LLC	0.13%	8,132	$274K
6	CAP Partners, LLC	0.13%	8,327	$281K
7	New England Private Wealth Advisors LLC	0.12%	38,138	$1.3M
8	Sunpointe, LLC	0.06%	6,059	$204K
9	Retirement Planning Group, LLC	0.04%	52,411	$1.8M
10	NFSG Corp	0.03%	8,923	$301K
11	City State Bank	0.03%	3,750	$127K
12	Independent Financial Group, LLC	0.02%	26,410	$891K
13	Farther Finance Advisors, LLC	0.02%	63,336	$2.1M
14	Kingsview Wealth Management, LLC	0.01%	29,907	$1.0M
15	Avidian Wealth Enterprises, LLC	0.01%	8,511	$287K
16	PFG Investments, LLC	0.01%	6,163	$208K
17	Vision Financial Markets LLC	0.00%	159	$5K
18	Kestra Advisory Services, LLC	0.00%	33,420	$1.1M
19	Kestra Private Wealth Services, LLC	0.00%	8,138	$275K
20	Savant Capital, LLC	0.00%	28,332	$956K
21	IFP Advisors, Inc	0.00%	3,582	$121K
22	Renaissance Technologies LLC	0.00%	37,215	$1.3M
23	Parallel Advisors, LLC	0.00%	3,700	$125K
24	Arax Advisory Partners	0.00%	8,800	$297K
25	Group One Trading LLC	0.00%	28,933	$976K

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 — Neos ETF Trust (BTCI)

What does the Smart Money Trend signal show for BTCI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BTCI 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 BTCI?

Slight buying edge — 59% buying: Last quarter: 41 funds bought or added vs 29 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 BTCI holders?

Strong quality — 35% AUM from major funds: 6 of 54 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BTCI?

Mostly new holders — 50% entered in last year: Only 3 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Neos ETF Trust (BTCI)

Smart Money Signals — BTCI

Selling streak — 1 quarter in a row

At the ownership peak (96% of max)

Fast accumulation — +135% more funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~14 new funds per quarter

Mostly new holders — 50% entered in last year

Buying through price weakness — shares +36%, value +11%

Peak discovery — momentum slowing

Early stage — 80% of holders entered in last year

Strong quality — 35% AUM from major funds

Institutional Sentiment Summary — BTCI

Hedge Fund Ownership: BTCI

Market Analysis: BTCI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BTCI

Hedge Fund Positioning: BTCI

Statistics: BTCI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Frequently Asked Questions — Neos ETF Trust (BTCI)

Welcome to 13Foresight!