Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

2023 ETF Series Trust (EAGL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
2Q ▲
Buyers last Q
70%

Smart Money Signals — EAGL

Based on 69 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added EAGL 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 — 78% of 3.0Y peak

78% of all-time peak
69 funds currently hold this stock — 78% of the 3.0-year high of 89 funds (reached 2007 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +82% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+82% 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 — 70% buying

40 buying17 selling
Last quarter: 40 funds were net buyers (17 opened a brand new position + 23 added to an existing one). Only 17 were sellers (14 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 5 → 12 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 35% new

■ 28% conviction (2yr+) ■ 38% medium ■ 35% new
Of the 69 current holders: 19 (28%) held >2 years, 26 held 1–2 years, and 24 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.
🚀

Acceleration phase — new buyers rushing in

6 → 12 → 5 → 12 → 17 new funds/Q
New funds entering each quarter: 12 → 5 → 12 → 17. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 23% veterans, 45% new entrants

■ 23% veterans ■ 32% 1-2yr ■ 45% new
Of 69 current holders: 16 (23%) held 2+ years, 22 held 1–2 years, 31 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
14 of 69 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — EAGL

In 2026 Q2, 40 hedge funds were net buyers of EAGL (17 opened a new position, 23 added to an existing one), while 17 reduced or exited (14 trimmed, 3 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +14 funds (more new holders than closures). Total institutional holders: 69.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 8 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: EAGL
69 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 69 55 25.45%
13F Shares 56M 50M 10.5%
Total Value $1.78B $1.52B 16.9%
New Positions 17 12 +5
Increased Positions 23 25 -2
Closed Positions 3 3 -
Reduced Positions 14 8 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EAGL

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Institutional Holders (2026 Q2)

69 + investors

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

QUARTER:
Top 25 EAGL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York 42.67% 5,774,371 $185.8M
2 BCS Private Wealth Management, Inc. 9.33% 963,385 $31.0M
3 Sendero Wealth Management, LLC 9.26% 2,890,417 $93.0M
4 Burkett Financial Services, LLC 6.52% 647,552 $20.8M
5 Commerce Advisors, LLC 6.25% 357,737 $11.5M
6 Red Door Wealth Management, LLC 3.53% 1,202,085 $38.7M
7 Prodigy Asset Management LLC 3.11% 320,634 $10.3M
8 Atlanta Consulting Group Advisors, LLC 2.88% 565,484 $18.2M
9 Summit Wealth Group, LLC 2.40% 365,626 $11.8M
10 Piedmont Capital Management, LLC/NC 2.38% 121,415 $3.9M
11 Wind River Trust Co 2.37% 218,463 $7.0M
12 Brown Brothers Harriman & Co 1.41% 10,030,295 $322.7M
13 Permanens Capital L.P. 1.18% 356,498 $11.5M
14 Sageworth Trust Co 1.18% 928,999 $29.9M
15 ACT Advisors, LLC. 1.01% 94,398 $3.0M
16 Lowe Brockenbrough & Co Inc 0.78% 545,058 $17.5M
17 YHB Investment Advisors, Inc. 0.72% 347,395 $11.2M
18 Triangle Securities Wealth Management 0.67% 105,000 $3.4M
19 Sageworth Trust Co of South Dakota 0.64% 32,488 $1.0M
20 Brown Advisory Inc 0.64% 12,883,772 $414.5M
21 Cresset Asset Management, LLC 0.44% 3,788,691 $121.9M
22 XP Advisory US, Inc. 0.41% 23,422 $753K
23 GC Wealth Management RIA, LLC 0.40% 217,728 $7.0M
24 Greenspring Advisors, LLC 0.30% 169,884 $5.5M
25 Morse Asset Management, Inc 0.30% 55,650 $1.8M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added EAGL 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 EAGL?

More buyers than sellers — 70% buying: Last quarter: 40 funds were net buyers (17 opened a brand new position + 23 added to an existing one). Only 17 were sellers (14 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EAGL holders?

Smaller funds dominant — 9% AUM from top-100: 14 of 69 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EAGL?

Mixed — 28% long-term, 35% new: Of the 69 current holders: 19 (28%) held >2 years, 26 held 1–2 years, and 24 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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