ADVISORS INNER CIRCLE FD II (EDGU): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy ADVISORS INNER CIRCLE FD II (EDGU) following the 2026 Q1 hedge fund 13F filings?

As of today, EDGU has moved -0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), EDGU gained +11.4% vs +14.0% 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.

ADVISORS INNER CIRCLE FD II (EDGU)

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

Smart Money Signals — EDGU

Based on 18 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 EDGU 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

18 hedge funds hold EDGU right now — the highest count in 3.0 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 — +29% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+29% 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 — 82% buying

14 buying3 selling

Last quarter: 14 funds were net buyers (3 opened a brand new position + 11 added to an existing one). Only 3 were sellers (2 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 5 → 4 → 3. 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

■ 6% conviction (2yr+) ■ 50% medium ■ 44% new

Only 1 funds (6%) 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

3 → 4 → 5 → 4 → 3 new funds/Q

New funds entering each quarter: 4 → 5 → 4 → 3. EDGU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

📊

Mixed cohorts — 6% veterans, 50% new entrants

■ 6% veterans ■ 44% 1-2yr ■ 50% new

Of 18 current holders: 1 (6%) held 2+ years, 8 held 1–2 years, 9 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds

4 of 18 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — 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	18	16	12.5%
13F Shares	2M	1M	58.84%
Total Value	$66M	$43M	55.08%
New Positions	3	4	-1
Increased Positions	11	1	+10
Closed Positions	1	3	-2
Reduced Positions	2	10	-8
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

12.5%

13F Shares

58.84%

Total Value

$66M

$43M

55.08%

New Positions

-1

Increased Positions

+10

Closed Positions

-2

Reduced Positions

-8

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

18 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 18 institutional holders of EDGU — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	AMG Asset Management Group, Inc.	0.89%	41,399	$1.2M
2	Silver Grove Financial Group, Inc.	0.40%	18,107	$503K
3	Orion Porfolio Solutions, LLC	0.33%	1,380,884	$38.4M
4	3EDGE Asset Management, LP	0.11%	79,585	$2.2M
5	POTOMAC FUND MANAGEMENT INC /ADV	0.06%	60,145	$1.7M
6	Basepoint Wealth LLC	0.05%	2,836	$79K
7	Strategic Blueprint, LLC	0.04%	26,965	$749K
8	Mowery & Schoenfeld Wealth Management, LLC	0.04%	963	$27K
9	GTS SECURITIES LLC	0.03%	32,222	$895K
10	OSAIC HOLDINGS, INC.	0.02%	582,090	$16.2M
11	DIVERSIFY WEALTH MANAGEMENT, LLC	0.01%	23,329	$694K
12	Private Advisor Group, LLC	0.00%	25,131	$698K
13	Ashton Thomas Private Wealth, LLC	0.00%	4,682	$130K
14	ENVESTNET ASSET MANAGEMENT INC	0.00%	71,217	$2.0M
15	TSFG, LLC	0.00%	101	—
16	LPL Financial LLC	0.00%	18,102	$503K
17	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.00%	8,268	$230K
18	UBS Group AG	0.00%	136	$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 — ADVISORS INNER CIRCLE FD II (EDGU)

What does the Smart Money Trend signal show for EDGU?

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

More buyers than sellers — 82% buying: Last quarter: 14 funds were net buyers (3 opened a brand new position + 11 added to an existing one). Only 3 were sellers (2 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EDGU holders?

Smaller funds dominant — 4% AUM from top-100: 4 of 18 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EDGU?

Mostly new holders — 44% entered in last year: Only 1 funds (6%) 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 ADVISORS INNER CIRCLE FD II (EDGU) following the 2026 Q1 hedge fund 13F filings?

As of today, EDGU has moved -0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), EDGU has gained +11.4% vs +14.0% 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.

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ADVISORS INNER CIRCLE FD II (EDGU)

Smart Money Signals — EDGU

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +29% more funds vs a year ago

More buyers than sellers — 82% buying

Steady new buyers — ~3 new funds per quarter

Mostly new holders — 44% entered in last year

Peak discovery — momentum slowing

Mixed cohorts — 6% veterans, 50% new entrants

Smaller funds dominant — 4% AUM from top-100

Institutional Sentiment Summary — EDGU

Hedge Fund Ownership: EDGU

Market Analysis: EDGU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: EDGU

Is It Too Late to Buy ADVISORS INNER CIRCLE FD II (EDGU) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: EDGU

Statistics: EDGU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ADVISORS INNER CIRCLE FD II (EDGU)

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