Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Opportunities Trust (DYFI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
61%

Smart Money Signals — DYFI

Based on 18 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DYFI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 2.2Y peak

90% of all-time peak
18 funds currently hold this stock — 90% of the 2.2-year high of 20 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

11 buying7 selling
Last quarter: 11 funds were net buyers (2 opened a brand new position + 9 added to an existing one). Only 7 were sellers (3 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 5 → 4 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 44% entered in last year

■ 17% conviction (2yr+) ■ 39% medium ■ 44% new
Only 3 funds (17%) 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.
➡️

Steady discovery — ~2 new funds/quarter

1 → 1 → 5 → 4 → 2 new funds/Q
New funds entering each quarter: 1 → 5 → 4 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 44% new entrants

■ 0% veterans ■ 56% 1-2yr ■ 44% new
Of 18 current holders: 0 (0%) held 2+ years, 10 held 1–2 years, 8 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
1 of 18 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — DYFI

In 2026 Q1, 11 hedge funds were net buyers of DYFI (2 opened a new position, 9 added to an existing one), while 7 reduced or exited (3 trimmed, 4 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 18.

Hedge Fund Ownership: DYFI

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

Market Analysis: DYFI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DYFI

-- --

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

Is It Too Late to Buy ETF Opportunities Trust (DYFI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DYFI 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 · 83d ago
DYFI
+0.2%
SPY
+14.9%

DYFI outperformed SPY by -14.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
DYFI
+-0.0%
SPY
+1.1%

Since the filing became public, DYFI outperformed SPY by -1.1% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: DYFI
18 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 18 20 -10.0%
13F Shares 2M 2M -1.49%
Total Value $56M $57M -2.86%
New Positions 2 4 -2
Increased Positions 9 6 +3
Closed Positions 4 2 +2
Reduced Positions 3 7 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DYFI

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Financial Highlights

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Institutional Holders (2026 Q1)

18 + investors

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

QUARTER:
Top 18 DYFI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Palladiem, LLC 5.57% 255,110 $5.8M
2 Faithward Advisors, LLC 2.82% 870,735 $19.8M
3 WealthTrak Capital Management LLC 2.00% 123,373 $2.8M
4 International Private Wealth Advisors LLC 1.18% 84,822 $1.9M
5 Blueprint Financial Advisors LLC 0.86% 253,946 $5.8M
6 Blueprint Investment Partners LLC 0.59% 253,946 $5.8M
7 Atlas Wealth Partners, LLC 0.38% 16,450 $374K
8 Compound Planning, Inc. 0.30% 426,949 $9.7M
9 Encompass More Asset Management 0.07% 17,485 $397K
10 Axxcess Wealth Management, LLC 0.03% 43,547 $990K
11 Ashton Thomas Private Wealth, LLC 0.01% 27,588 $627K
12 Kingsview Wealth Management, LLC 0.01% 39,231 $892K
13 McIlrath & Eck, LLC 0.01% 4,100 $93K
14 Farther Finance Advisors, LLC 0.00% 10,761 $245K
15 Aptus Capital Advisors, LLC 0.00% 9,114 $207K
16 CoreCap Advisors, LLC 0.00% 776 $18K
17 AE Wealth Management LLC 0.00% 389 $9K
18 Susquehanna International Group, LLP 0.00% 12,903 $293K
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 — ETF Opportunities Trust (DYFI)

What does the Smart Money Trend signal show for DYFI?

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

More buyers than sellers — 61% buying: Last quarter: 11 funds were net buyers (2 opened a brand new position + 9 added to an existing one). Only 7 were sellers (3 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DYFI holders?

Smaller funds dominant — 1% AUM from top-100: 1 of 18 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DYFI?

Mostly new holders — 44% entered in last year: Only 3 funds (17%) 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.

Is it too late to buy ETF Opportunities Trust (DYFI) following the 2026 Q1 hedge fund 13F filings?

As of today, DYFI has moved +-0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), DYFI has gained +0.2% vs +14.9% 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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