Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SPDR INDEX SHS FDS (FEZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — FEZ

Based on 334 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FEZ 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
334 hedge funds hold FEZ 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 — +45% more funds vs a year ago

fund count last 6Q
+103 new funds entered over the past year (+45% 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 — 62% buying

190 buying118 selling
Last quarter: 190 funds were net buyers (48 opened a brand new position + 142 added to an existing one). Only 118 were sellers (88 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~48 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 88 → 74 → 49 → 48. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 28% medium ■ 22% new
167 out of 334 hedge funds have held FEZ 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

38 → 88 → 74 → 49 → 48 new funds/Q
New funds entering each quarter: 88 → 74 → 49 → 48. FEZ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 11% 1-2yr ■ 30% new
Of 348 current holders: 207 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
22 of 334 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in FEZ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Hedge Fund Ownership: FEZ

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

Market Analysis: FEZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FEZ

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 4 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: FEZ
2026 Q1 Stats Unlock in 16 days 348 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 348 336 3.57%
13F Shares 48M 45M 8.02%
Total Value $3.09B $2.77B 11.58%
New Positions 49 51 -2
Increased Positions 160 141 +19
Closed Positions 34 68 -34
Reduced Positions 112 112 -
Total Calls 9 10 -10.0%
Total Puts 11 13 -15.38%
PUT/CALL Ratio 1.22 1.3 Bearish

Statistics: FEZ

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

348 + investors

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

Top 25 institutional holders of FEZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arch Global Advisors, LLC 2.77% 85,407 $5.3M
2 MATAURO, LLC 2.55% 284,750 $17.7M
3 WASHINGTON GROWTH STRATEGIES LLC 2.40% 59,135 $3.7M
4 TTP Investments, Inc. 2.13% 82,412 $5.1M
5 Climber Capital SA 2.13% 61,979 $3.2M
6 Upper Left Wealth Management, LLC 1.77% 48,296 $3.0M
7 Robinhood Asset Management, LLC 1.76% 390,740 $24.3M
8 Demars Financial Group, LLC 1.44% 70,466 $4.4M
9 Financial Enhancement Group LLC 1.27% 151,373 $10.2M
10 Financial Management Professionals, Inc. 1.01% 145,607 $9.0M
11 Sandbox Financial Partners, LLC 0.92% 52,891 $3.3M
12 COURIER CAPITAL LLC 0.88% 254,737 $15.8M
13 NTV ASSET MANAGEMENT LLC 0.87% 126,842 $7.9M
14 QUATTRO FINANCIAL ADVISORS LLC 0.85% 45,288 $2.8M
15 COLTON GROOME FINANCIAL ADVISORS, LLC 0.82% 46,185 $2.9M
16 SYKON CAPITAL LLC 0.59% 28,320 $1.8M
17 Addison Capital Co 0.57% 51,489 $3.2M
18 Redhawk Wealth Advisors, Inc. 0.56% 81,292 $5.0M
19 Koshinski Asset Management, Inc. 0.50% 129,379 $8.0M
20 Eagle Strategies LLC 0.40% 53,947 $3.3M
21 Bright Futures Wealth Management, LLC. 0.39% 9,149 $568K
22 Concord Wealth Partners 0.35% 43,192 $2.7M
23 KG Capital Management 0.34% 7,626 $473K
24 Walkner Condon Financial Advisors LLC 0.34% 41,403 $2.6M
25 Cordoba Advisory Partners LLC 0.31% 17,825 $1.1M
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 (FEZ)

What does the Smart Money Trend signal show for FEZ?

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

More buyers than sellers — 62% buying: Last quarter: 190 funds were net buyers (48 opened a brand new position + 142 added to an existing one). Only 118 were sellers (88 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FEZ holders?

Elite ownership — 51% AUM from top-100 funds: 22 of 334 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in FEZ. 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 FEZ?

50% of holders stayed for 2+ years: 167 out of 334 hedge funds have held FEZ 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.