Stock Analysis

YIELDMAX DORSEY WH 5 INC ETF (FIVY)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — FIVY

Based on 2 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 4Q
For 1 consecutive quarter, more hedge funds reduced or closed this position than added to it. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams deciding to exit.
🔻

Below peak — only 50% of 1.2Y high

50% of all-time peak
Only 2 funds hold this stock today versus a peak of 4 funds at 2025 Q1 — just 50% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 33% fewer funds vs a year ago

fund count last 5Q
1 fewer hedge funds hold this stock compared to a year ago (-33% decline). When institutions consistently reduce exposure, it's worth asking what they know that retail investors don't.
🟡

Slight buying edge — 50% buying

2 buying2 selling
Last quarter: 2 funds bought or added vs 2 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 0 → 0 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

0% conviction (2yr+) 50% medium 50% 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.
➡️

Steady discovery — ~1 new funds/quarter

1 → 0 → 0 → 1 new funds/Q
New funds entering each quarter: 1 → 0 → 0 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 2 current holders: 2 (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.
🏆

Elite ownership — 50% from top-100 AUM funds

50% from top-100 AUM funds
1 of 2 current holders are among the 100 largest hedge funds by AUM. When the biggest players own a stock, it reflects deep institutional conviction — large funds have the most resources for due diligence and the most at stake.
1.8
out of 10
Low Exit Risk
Exit risk score 1.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Hedge Fund Ownership: FIVY

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

Market Analysis: FIVY

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FIVY

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Hedge Fund Positioning: FIVY
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: FIVY

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Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed