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
↑ +1
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — DYFI

Based on 19 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DYFI 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.
📊

High ownership — 90% of 2.5Y peak

90% of all-time peak
19 funds currently hold this stock — 90% of the 2.5-year high of 21 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +27% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+27% 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 — 55% buying

11 buying9 selling
Last quarter: 11 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 — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 5 → 2 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 26% new

■ 32% conviction (2yr+) ■ 42% medium ■ 26% new
Of the 19 current holders: 6 (32%) held >2 years, 8 held 1–2 years, and 5 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
⚠️

Saturation — most institutions already know this story

1 → 5 → 5 → 2 → 3 new funds/Q
New funds entering each quarter: 5 → 5 → 2 → 3. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 21% veterans, 47% new entrants

■ 21% veterans ■ 32% 1-2yr ■ 47% new
Of 19 current holders: 4 (21%) held 2+ years, 6 held 1–2 years, 9 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
0 of 19 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 Q2, 11 hedge funds were net buyers of DYFI (3 opened a new position, 8 added to an existing one), while 9 reduced or exited (7 trimmed, 2 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 19.

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

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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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.3
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 18 18 -
13F Shares 3M 2M 5.76%
Total Value $59M $56M 5.82%
New Positions 2 2 -
Increased Positions 8 9 -1
Closed Positions 2 4 -2
Reduced Positions 7 3 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DYFI

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Enterprise Value/EBITDA --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

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 19 DYFI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Palladiem, LLC 5.63% 255,139 $5.8M
2 Faithward Advisors, LLC 2.50% 901,650 $20.5M
3 WealthTrak Capital Management LLC 1.90% 127,044 $2.9M
4 International Private Wealth Advisors LLC 0.97% 82,668 $1.9M
5 Blueprint Financial Advisors LLC 0.69% 272,904 $6.2M
6 Blueprint Investment Partners LLC 0.52% 272,904 $6.2M
7 Atlas Wealth Partners, LLC 0.40% 16,050 $365K
8 Compound Planning, Inc. 0.29% 496,108 $11.3M
9 Encompass More Asset Management 0.05% 16,388 $373K
10 Axxcess Wealth Management, LLC 0.02% 42,470 $967K
11 Gts Securities LLC 0.01% 29,076 $662K
12 Kingsview Wealth Management, LLC 0.01% 41,716 $950K
13 Tucker Asset Management LLC 0.01% 1,433 $33K
14 Ashton Thomas Private Wealth, LLC 0.01% 19,592 $446K
15 Farther Finance Advisors, LLC 0.00% 8,186 $186K
16 Aptus Capital Advisors, LLC 0.00% 9,114 $207K
17 CoreCap Advisors, LLC 0.00% 780 $18K
18 Integrated Wealth Concepts LLC 0.00% 424 $10K
19 AE Wealth Management LLC 0.00% 93 $2K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DYFI 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 DYFI?

Slight buying edge — 55% buying: Last quarter: 11 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 DYFI holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 19 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DYFI?

Mixed — 32% long-term, 26% new: Of the 19 current holders: 6 (32%) held >2 years, 8 held 1–2 years, and 5 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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