CAAA Hedge Fund Ownership (Q1 2026)

First Tr Exchange-Traded Fd (CAAA)

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

Smart Money Signals — CAAA

Based on 21 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added CAAA 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

21 hedge funds hold CAAA right now — the highest count in 2.2 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 — +50% more funds vs a year ago

fund count last 6Q

+7 new funds entered over the past year (+50% 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 — 57% buying

12 buying9 selling

Last quarter: 12 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 — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 5 → 6 → 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 38% entered in last year

■ 0% conviction (2yr+) ■ 62% medium ■ 38% new

Only 0 funds (0%) 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.

📊

Peak discovery — momentum slowing

5 → 5 → 6 → 3 → 5 new funds/Q

New funds entering each quarter: 5 → 6 → 3 → 5. CAAA 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 — 67% of holders entered in last year

■ 0% veterans ■ 33% 1-2yr ■ 67% new

Of 21 current holders: 14 (67%) 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.

📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds

4 of 21 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	21	19	10.53%
13F Shares	1M	1M	17.12%
Total Value	$27M	$24M	14.03%
New Positions	5	3	+2
Increased Positions	7	8	-1
Closed Positions	3	2	+1
Reduced Positions	6	5	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

10.53%

13F Shares

17.12%

Total Value

$27M

$24M

14.03%

New Positions

Increased Positions

-1

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

21 + investors

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

QUARTER:

2026 Q2 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 21 CAAA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	STAR Financial Bank	5.18%	626,482	$12.7M
2	Platform Technology Partners	0.56%	169,633	$3.4M
3	Fearless Solutions, LLC dba Best Invest	0.31%	29,212	$593K
4	Prospera Financial Services Inc	0.09%	295,916	$6.0M
5	Inspirion Wealth Advisors, LLC	0.07%	29,959	$609K
6	Financial Network Wealth Advisors LLC	0.07%	3,312	$67K
7	United Advisor Group, LLC	0.03%	12,480	$253K
8	Belpointe Asset Management LLC	0.02%	24,765	$503K
9	Farther Finance Advisors, LLC	0.01%	77,040	$1.6M
10	Ashton Thomas Private Wealth, LLC	0.00%	11,042	$224K
11	International Assets Investment Management, LLC	0.00%	3,750	$76K
12	Kestra Advisory Services, LLC	0.00%	54,601	$1.1M
13	Commonwealth Equity Services, LLC	0.00%	137,011	$2.8M
14	Geneos Wealth Management Inc.	0.00%	3,000	$61K
15	First Trust Advisors LP	0.00%	67,790	$1.4M
16	Harbour Investments, INC.	0.00%	968	$20K
17	Rossby Financial, LCC	0.00%	49	—
18	Osaic Holdings, INC.	0.00%	6,122	$124K
19	Jane Street Group, LLC	0.00%	14,884	$302K
20	Goldman Sachs Group Inc	0.00%	13,289	$270K
21	UBS Group AG	0.00%	215	$4K

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 Exchange-Traded Fd (CAAA)

What does the Smart Money Trend signal show for CAAA?

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

Slight buying edge — 57% buying: Last quarter: 12 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 CAAA holders?

Smaller funds dominant — 10% AUM from top-100: 4 of 21 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CAAA?

Mostly new holders — 38% entered in last year: Only 0 funds (0%) 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.

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First Tr Exchange-Traded Fd (CAAA)

Smart Money Signals — CAAA

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +50% more funds vs a year ago

Slight buying edge — 57% buying

Steady new buyers — ~5 new funds per quarter

Mostly new holders — 38% entered in last year

Peak discovery — momentum slowing

Early stage — 67% of holders entered in last year

Smaller funds dominant — 10% AUM from top-100

Institutional Sentiment Summary — CAAA

Hedge Fund Ownership: CAAA

Market Analysis: CAAA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: CAAA

Hedge Fund Positioning: CAAA

Statistics: CAAA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — First Tr Exchange-Traded Fd (CAAA)

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