BUFR Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy First Tr Exchng Traded Fd VI (BUFR) following the 2026 Q2 hedge fund 13F filings?

As of today, BUFR has moved +0.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +1.4%. Since the quarter end (June 30, 2026), BUFR gained +3.2% vs +3.3% 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.

First Tr Exchng Traded Fd VI (BUFR)

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

Smart Money Signals — BUFR

Based on 538 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 BUFR 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

538 hedge funds hold BUFR 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 — +25% more funds vs a year ago

fund count last 6Q

+109 new funds entered over the past year (+25% 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 buyers than sellers — 60% buying

314 buying208 selling

Last quarter: 314 funds were net buyers (74 opened a brand new position + 240 added to an existing one). Only 208 were sellers (168 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter

Funds opening a new BUFR position: 40 → 94 → 53 → 74. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 30% medium ■ 26% new

233 out of 538 hedge funds have held BUFR 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.

➡️

Steady discovery — ~74 new funds/quarter

51 → 40 → 94 → 53 → 74 new funds/Q

New funds entering each quarter: 40 → 94 → 53 → 74. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 42% veterans vs 33% newcomers

■ 42% veterans ■ 25% 1-2yr ■ 33% new

Entry-cohort mix of 538 holders: 224 (42%) are 2+ year veterans, 137 entered 1–2 years ago, and 177 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds

16 of 538 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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	530	504	5.16%
13F Shares	223M	217M	2.71%
Total Value	$8.04B	$7.08B	13.6%
New Positions	68	53	+15
Increased Positions	239	238	+1
Closed Positions	42	45	-3
Reduced Positions	167	162	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

530

504

5.16%

13F Shares

223M

217M

2.71%

Total Value

$8.04B

$7.08B

13.6%

New Positions

+15

Increased Positions

239

238

Closed Positions

-3

Reduced Positions

167

162

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

530 + investors

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

QUARTER:

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

Top 25 BUFR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Macro Advisors, Inc.	20.63%	1,771,732	$64.7M
2	McKinney Capital Management, LLC	19.17%	1,331,602	$48.6M
3	Reyes Financial Architecture, Inc.	11.79%	575,955	$21.0M
4	Goldenstone Wealth Management LLC	11.06%	463,059	$16.9M
5	Holos Integrated Wealth LLC	10.43%	610,376	$22.3M
6	IMG Wealth Management, Inc.	10.31%	506,640	$18.5M
7	Andina Capital Management, LLC	10.19%	172,767	$6.3M
8	Symphony Financial Services, Inc.	10.07%	613,484	$22.4M
9	Hibernia Wealth Partners, LLC	9.73%	491,874	$18.0M
10	Solano Wealth Investment Advisors LLC	8.14%	489,588	$17.9M
11	Opus Financial Solutions LLC	7.49%	254,216	$9.3M
12	Capasso Planning Partners LLC	7.03%	385,702	$14.1M
13	Cooper Capital Advisors LLC	6.74%	425,348	$15.5M
14	Schulz Wealth, LTD.	6.46%	342,573	$12.5M
15	Tower Wealth Partners, Inc.	6.41%	355,689	$13.0M
16	PMG Wealth Management, Inc.	6.32%	279,745	$10.2M
17	Stewardship Concepts Financial Services LLC	6.08%	247,390	$9.0M
18	Valtinson Bruner Financial Planning LLC	6.07%	663,198	$24.2M
19	Milestone Asset Management, LLC	5.98%	1,040,780	$38.0M
20	Breakthru Advisory Services, LLC	5.80%	47,275	$1.7M
21	Rubicon Advisors, GP	5.53%	207,730	$7.6M
22	Wiser Advisor Group LLC	5.34%	133,562	$4.9M
23	Seros Financial, LLC	5.05%	265,438	$9.7M
24	Frederick Financial Consultants, LLC	4.92%	317,634	$11.6M
25	Legacy Financial Group LLC	4.43%	1,077,400	$39.4M

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 — First Tr Exchng Traded Fd VI (BUFR)

What does the Smart Money Trend signal show for BUFR?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BUFR 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 BUFR?

More buyers than sellers — 60% buying: Last quarter: 314 funds were net buyers (74 opened a brand new position + 240 added to an existing one). Only 208 were sellers (168 trimmed + 40 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BUFR holders?

Strong quality — 34% AUM from major funds: 16 of 538 holders rank in the top 100 by AUM, accounting for 34% 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 BUFR?

43% of holders stayed for 2+ years: 233 out of 538 hedge funds have held BUFR 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.

Is it too late to buy First Tr Exchng Traded Fd VI (BUFR) following the 2026 Q2 hedge fund 13F filings?

As of today, BUFR has moved +0.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +1.4%. Since the quarter end (June 30, 2026), BUFR has gained +3.2% vs +3.3% 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.

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First Tr Exchng Traded Fd VI (BUFR)

Smart Money Signals — BUFR

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +25% more funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+21 vs last Q)

43% of holders stayed for 2+ years

Steady discovery — ~74 new funds/quarter

Veteran-anchored — 42% veterans vs 33% newcomers

Strong quality — 34% AUM from major funds

Institutional Sentiment Summary — BUFR

Hedge Fund Ownership: BUFR

Market Analysis: BUFR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BUFR

Is It Too Late to Buy First Tr Exchng Traded Fd VI (BUFR) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BUFR

Statistics: BUFR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchng Traded Fd VI (BUFR)

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