Allspring Utilities and High (ERH): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Allspring Utilities and High (ERH) following the 2026 Q1 hedge fund 13F filings?

As of today, ERH has moved -0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -6.1%. Since the quarter end (March 31, 2026), ERH gained -3.3% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Allspring Utilities and High (ERH)

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

Smart Money Signals — ERH

Based on 26 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added ERH 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 — 93% of 3.0Y peak

93% of all-time peak

26 funds currently hold this stock — 93% of the 3.0-year high of 28 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q

+1 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 70% buying

16 buying7 selling

Last quarter: 16 funds were net buyers (5 opened a brand new position + 11 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 — ~5 new funds per quarter

new funds entering per quarter

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

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 31% medium ■ 23% new

12 out of 26 hedge funds have held ERH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~5 new funds/quarter

2 → 4 → 4 → 5 → 5 new funds/Q

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

🏛️

Veteran-anchored — 58% veterans vs 27% newcomers

■ 58% veterans ■ 15% 1-2yr ■ 27% new

Entry-cohort mix of 26 holders: 15 (58%) are 2+ year veterans, 4 entered 1–2 years ago, and 7 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds

3 of 25 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in ERH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	26	25	4.0%
13F Shares	1M	1M	-0.97%
Total Value	$15M	$16M	-10.36%
New Positions	5	5	-
Increased Positions	11	9	+2
Closed Positions	4	4	-
Reduced Positions	3	2	+1
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

4.0%

13F Shares

-0.97%

Total Value

$15M

$16M

-10.36%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

26 + investors

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

QUARTER:

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

Top 23 ERH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	1607 Capital Partners, LLC	0.28%	318,463	$3.9M
2	Blue Bell Private Wealth Management, LLC	0.16%	89,594	$1.1M
3	Decision Investments, Inc	0.15%	11,050	$134K
4	Zimmer Partners, LP	0.04%	128,803	$1.6M
5	Level Four Advisory Services, LLC	0.01%	25,355	$307K
6	Ascentis Independent Advisors	0.01%	9,755	$118K
7	City Holding Co	0.01%	4,117	$50K
8	Wolverine Asset Management LLC	0.00%	16,577	$201K
9	Stratos Wealth Partners, LTD.	0.00%	13,451	$163K
10	Integrated Wealth Concepts LLC	0.00%	11,333	$137K
11	CoreCap Advisors, LLC	0.00%	2,290	$28K
12	Highline Wealth Partners LLC	0.00%	250	$3K
13	Morgan Stanley	0.00%	497,666	$6.0M
14	Cetera Investment Advisers	0.00%	24,107	$292K
15	Wilmington Savings Fund Society, FSB	0.00%	1,000	$12K
16	Osaic Holdings, INC.	0.00%	8,231	$100K
17	LPL Financial LLC	0.00%	27,645	$335K
18	Rockefeller Capital Management L.P.	0.00%	4,052	$49K
19	Harbour Investments, INC.	0.00%	333	$4K
20	Raymond James Financial Inc	0.00%	11,276	$136K
21	UBS Group AG	0.00%	10,830	$131K
22	GAMMA Investing LLC	0.00%	9	—
23	Wells Fargo & Company/Mn	0.00%	—	—

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 — Allspring Utilities and High (ERH)

What does the Smart Money Trend signal show for ERH?

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

More buyers than sellers — 70% buying: Last quarter: 16 funds were net buyers (5 opened a brand new position + 11 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 ERH holders?

Elite ownership — 44% AUM from top-100 funds: 3 of 25 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in ERH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ERH?

46% of holders stayed for 2+ years: 12 out of 26 hedge funds have held ERH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Allspring Utilities and High (ERH) following the 2026 Q1 hedge fund 13F filings?

As of today, ERH has moved -0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -6.1%. Since the quarter end (March 31, 2026), ERH has gained -3.3% vs +9.5% for XLF. 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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Allspring Utilities and High (ERH)

Smart Money Signals — ERH

Buying streak — 2 quarters in a row

High ownership — 93% of 3.0Y peak

Steady growth — +4% more funds vs a year ago

More buyers than sellers — 70% buying

Steady new buyers — ~5 new funds per quarter

46% of holders stayed for 2+ years

Steady discovery — ~5 new funds/quarter

Veteran-anchored — 58% veterans vs 27% newcomers

Elite ownership — 44% AUM from top-100 funds

Institutional Sentiment Summary — ERH

Hedge Fund Ownership: ERH

Market Analysis: ERH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ERH

Is It Too Late to Buy Allspring Utilities and High (ERH) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ERH

Statistics: ERH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Allspring Utilities and High (ERH)

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