Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Spdr Index Shs Fds (EWX)

186 + Investors. Track Smart Money conviction in EWX. 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
47%

Smart Money Signals — EWX

Based on 188 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 EWX 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 (98% of max)

98% of all-time peak
188 hedge funds hold EWX 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

74 buying85 selling
Last quarter: 85 funds reduced or exited vs 74 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new EWX position: 20 → 36 → 16 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 19% new
119 out of 188 hedge funds have held EWX 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.
📊

Peak discovery — momentum slowing

15 → 20 → 36 → 16 → 22 new funds/Q
New funds entering each quarter: 20 → 36 → 16 → 22. EWX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 65% veterans vs 23% newcomers

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Entry-cohort mix of 189 holders: 123 (65%) are 2+ year veterans, 22 entered 1–2 years ago, and 44 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
19 of 188 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in EWX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — EWX

In 2026 Q2, 74 hedge funds were net buyers of EWX (22 opened a new position, 52 added to an existing one), while 85 reduced or exited (64 trimmed, 21 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 53% of total institutional value in EWX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 188.

Hedge Fund Ownership: EWX

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

Market Analysis: EWX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EWX

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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.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: EWX
2026 Q3 Stats Unlock in 32 days 186 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 186 187 -0.53%
13F Shares 7M 7M -6.97%
Total Value $514M $494M 4.14%
New Positions 21 16 +5
Increased Positions 52 71 -19
Closed Positions 22 21 +1
Reduced Positions 64 48 +16
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EWX

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Institutional Holders (2026 Q2)

186 + investors

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

QUARTER:
Top 25 EWX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Welch Financial Planning, LLC 3.80% 87,734 $6.5M
2 Risk Paradigm Group, LLC 3.33% 57,119 $4.2M
3 Altar Rock LLC 2.17% 27,569 $1.8M
4 Mustico Financial Group, INC. 1.51% 33,760 $2.3M
5 Vista Investment Management 1.08% 48,283 $3.6M
6 CarsonAllaria Wealth Management, Ltd. 1.00% 31,155 $2.3M
7 Michels Family Financial, LLC 0.97% 20,402 $1.5M
8 WESCAP Management Group, Inc. 0.97% 69,663 $5.2M
9 RPg Family Wealth Advisory, LLC 0.85% 55,352 $4.1M
10 Tenet Wealth Partners, LLC 0.81% 15,891 $1.1M
11 Powerhouse Assets LLC 0.70% 11,554 $859K
12 Jacobs Equity LLC 0.69% 13,494 $1.0M
13 Hyundai Investments Co., Ltd. 0.65% 8,247 $604K
14 Maryland Capital Advisors INC. 0.56% 23,550 $1.7M
15 HighRoad Wealth Advisors, LLC 0.55% 8,750 $650K
16 Brady Martz Wealth Solutions, LLC 0.54% 48,460 $3.6M
17 Martin & Co Inc /Tn/ 0.49% 42,007 $3.1M
18 N.E.W. Advisory Services LLC 0.45% 89,770 $6.7M
19 Transamerica Financial Advisors, LLC 0.43% 67,847 $5.0M
20 Camelot Portfolios, LLC 0.42% 8,149 $605K
21 Bright Futures Wealth Management, LLC. 0.38% 7,838 $582K
22 Life Planning Partners, Inc 0.33% 6,000 $446K
23 Cyr Financial Inc. 0.33% 8,471 $629K
24 Cabot Wealth Management Inc 0.31% 41,320 $3.1M
25 Rockingstone Advisors LLC 0.30% 9,954 $740K
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 — Spdr Index Shs Fds (EWX)

What does the Smart Money Trend signal show for EWX?

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

More sellers than buyers — 47% buying: Last quarter: 85 funds reduced or exited vs 74 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EWX holders?

Elite ownership — 53% AUM from top-100 funds: 19 of 188 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in EWX. 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 EWX?

63% of holders stayed for 2+ years: 119 out of 188 hedge funds have held EWX 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.

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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