FAAA Hedge Fund Ownership (Q2 2026)

Fidelity Merrimack Str Tr (FAAA)

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

Smart Money Signals — FAAA

Based on 15 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 1Q

For 1 consecutive quarter, more hedge funds added FAAA 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

15 hedge funds hold FAAA right now — the highest count in 0.5 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.

🟢

More buyers than sellers — 71% buying

12 buying5 selling

Last quarter: 12 funds were net buyers (12 opened a brand new position + 0 added to an existing one). Only 5 were sellers (3 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) 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.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 15 current holders: 15 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds

3 of 15 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	15	5	200.0%
13F Shares	416K	296K	40.27%
Total Value	$21M	$15M	43.35%
New Positions	12	5	+7
Increased Positions	0	0	-
Closed Positions	2	0	+2
Reduced Positions	3	0	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

200.0%

13F Shares

416K

296K

40.27%

Total Value

$21M

$15M

43.35%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

15 + investors

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

QUARTER:

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

Top 15 FAAA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Northland Capital Management LLC	6.53%	241,451	$12.1M
2	Castleview Partners, LLC	0.21%	9,413	$472K
3	Crumly & Associates Inc.	0.17%	17,903	$898K
4	KOM Wealth Management Group, LLC	0.15%	4,900	$246K
5	Childress Capital Advisors, LLC	0.14%	16,477	$826K
6	Presidio Capital Management, LLC	0.12%	9,664	$485K
7	Ameritas Advisory Services, LLC	0.01%	12,742	$639K
8	Contravisory Investment Management, INC.	0.01%	1,390	$70K
9	Lodestone Wealth Management LLC	0.01%	359	$18K
10	Kestra Advisory Services, LLC	0.00%	23,684	$1.2M
11	Mml Investors Services, LLC	0.00%	16,000	$802K
12	Commonwealth Equity Services, LLC	0.00%	11,924	$598K
13	Royal Bank of Canada	0.00%	20,153	$1.0M
14	Jane Street Group, LLC	0.00%	18,605	$933K
15	Fmr LLC	0.00%	10,960	$550K

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 — Fidelity Merrimack Str Tr (FAAA)

What does the Smart Money Trend signal show for FAAA?

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

More buyers than sellers — 71% buying: Last quarter: 12 funds were net buyers (12 opened a brand new position + 0 added to an existing one). Only 5 were sellers (3 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FAAA holders?

Smaller funds dominant — 12% AUM from top-100: 3 of 15 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FAAA?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) 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.

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Fidelity Merrimack Str Tr (FAAA)

Smart Money Signals — FAAA

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

More buyers than sellers — 71% buying

Mostly new holders — 100% entered in last year

Early stage — 100% of holders entered in last year

Smaller funds dominant — 12% AUM from top-100

Institutional Sentiment Summary — FAAA

Hedge Fund Ownership: FAAA

Market Analysis: FAAA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FAAA

Hedge Fund Positioning: FAAA

Statistics: FAAA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Fidelity Merrimack Str Tr (FAAA)

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