Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

2023 ETF SERIES TRUST (EAGL)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
63%

Smart Money Signals — EAGL

Based on 45 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

Below peak — only 49% of 3.0Y high

49% of all-time peak
Only 45 funds hold EAGL today versus a peak of 92 funds at 2006 Q4 — just 49% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
🚀

Fast accumulation — +45% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+45% 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 — 63% buying

26 buying15 selling
Last quarter: 26 funds were net buyers (5 opened a brand new position + 21 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 8 → 6 → 11 → 5. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 31% entered in last year

13% conviction (2yr+) 56% medium 31% new
Only 6 funds (13%) 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 — ~5 new funds/quarter

9 → 8 → 6 → 11 → 5 new funds/Q
New funds entering each quarter: 8 → 6 → 11 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 13% veterans, 51% new entrants

13% veterans 36% 1-2yr 51% new
Of 45 current holders: 6 (13%) held 2+ years, 16 held 1–2 years, 23 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
8 of 45 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
1.9
out of 10
Low Exit Risk
Exit risk score 1.9/10 — 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.

Hedge Fund Ownership: EAGL

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

Market Analysis: EAGL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EAGL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 7 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: EAGL
2026 Q1 Stats Unlock in 22 days 45 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 45 47 -4.26%
13F Shares 34M 27M 23.05%
Total Value $1.09B $833M 31.31%
New Positions 5 11 -6
Increased Positions 21 23 -2
Closed Positions 7 1 +6
Reduced Positions 8 4 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EAGL

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Financial Highlights

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Institutional Holders (2026 Q1)

45 + investors

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

Top 11 institutional holders of EAGL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 40.72% 5,774,371 $175.7M
2 BCS Private Wealth Management, Inc. 12.32% 1,332,608 $40.5M
3 Sendero Wealth Management, LLC 9.18% 2,729,468 $83.0M
4 BURKETT FINANCIAL SERVICES, LLC 6.75% 647,552 $19.7M
5 Red Door Wealth Management, LLC 3.58% 1,130,228 $34.4M
6 Piedmont Capital Management, LLC/NC 2.38% 117,065 $3.6M
7 ACT Advisors, LLC. 1.22% 94,398 $2.9M
8 Triangle Securities Wealth Management 0.74% 106,500 $3.2M
9 YHB Investment Advisors, Inc. 0.69% 318,518 $9.7M
10 Fiduciary Alliance LLC 0.23% 119,941 $3.9M
11 HB Wealth Management, LLC 0.00% 16,260 $495K
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 — 2023 ETF SERIES TRUST (EAGL)

What does the Smart Money Trend signal show for EAGL?

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

More buyers than sellers — 63% buying: Last quarter: 26 funds were net buyers (5 opened a brand new position + 21 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EAGL holders?

Smaller funds dominant — 6% AUM from top-100: 8 of 45 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EAGL?

Mostly new holders — 31% entered in last year: Only 6 funds (13%) 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.

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.